Add/Create a Retainer in Invoicing

Step 1

In the "My Companies" area, select the desired company.

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Step 2

Choose the "Billing" tab and then the "Retainers" tab.

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Step 3

Click "Create Retainer".

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Step 4

Fill in the requested fields to create a document:

- Invoice Type;

- Clients;

- Products;

- Due Date;

- Retainer Frequency;

- Start and End Date.

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Step 5

With everything filled in, just click "Create".

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And that's it! The created retainer will appear in the Retainer List in Billing.