How Do I Show Retainer Payments on Invoices?

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Do the following to show a payment from retainer when invoicing:

  1. Click Projects on the navigation bar.
  2. Select a listed project to edit.
  3. Click the Billing tab and select Options from the drop-down list.
  4. Click the Invoice Extras tab and choose the Show Retainer check box.
  5. Click the Invoice Format tab and choose the Show Project Balance option.
  6. When generating the invoice, to reflect a payment, make sure the cut-off date reflects the transaction date of applying credit. Your invoice will show the invoice amount total, payment from retainer, balance of retainer account, and the customer's due project balance.