Am I going mad here? I have needed to put a retainer on an Invoice.

Previous posts have said click 'Apply Retainer' when sending invoice. Tried everything. But it's is always zero.

I think this is such an important feature, so how do you do this?

Thanks

You may be going mad, I don't know.

First you need to add the retainer to the project, if you haven't done so. Do this before generating an invoice.

To do this, select the project, then click the "account status" tab, then click the "retainer" icon (looks like a roll of coins) and add the retainer, say, $5000.

Then, when you generate the invoice, click the "apply retainer of $xxx" button that should appear in the invoice generating window. If the invoice is for less than the current retainer balance, it defaults to the amount due.

So if $3k is owed on those invoices, it should say "apply retainer of $3000" and retainer balance will then show $2k.

Unfortunately, Billings is set up to show "retainer applied" wherever the coders put it, and it shows up in this awful blue color. I haven't figured out how to show it in a custom invoice, e.g., "total bill" then "retainer applied" then "total due" or whatever.

hope this helps

mike

Thanks alot Mike! God I am a bit stupid here. Just one of those things that alluded me.

I see what you mean about the colour etc. But it is still better.

Thanks again