How Do I Create Retainer Invoices?

To create a retainer invoice:

1. Open Retainer Management screen from the Billing menu.
2. Click the ID of a listed client record.
3. On the Summary tab, click Create Retainer Invoice.
4. On the Retainer Invoice screen, select the Project for which you want to produce a retainer invoice. The default Client Address displays; however, you can change it by clicking on the Change Client Address link.

Alternatively, you can check the ‘Create Retainer Invoice for a Project Group’ option and select a Project Group instead.

5. Next, enter the invoice Date and Retainer Amount.
6. Optionally, add a description. Depending on the invoice format chosen, you can print this text on the retainer invoice.
7. Click Process to create the retainer invoice.
8. Click Print and choose the desired retainer invoice type. From the Viewer, you can print, email, or export the retainer invoice.

Create Retainer Invoice from the Project Screen

To create a retainer invoice using the Project screen, do the following:

1. Open the Project screen.

2. Click the ID of the project for which you want to specify a retainer.

3. Move to the Billing tab.

4. In the Misc section, enter a Retainer Amount to request from the client for the selected project.

5. Click  and select the desired retainer invoice.

6. Preview, print or email the retainer invoice to the client from the Viewer.

7. Back on the Project screen, click Save and then Return.

You can memorize retainer invoices with user-defined frequency.