How Do I Add Memos to Retainer Invoices?

See Also

 

You can add notes or memos to the retainer invoices. To do so:

 

  1. Open Retainer Management screen from the Billing menu.
  2. Select a client in the grid by clicking .
  3. Create a retainer invoice by entering the required data in the Retainer Invoice screen (see above).
  4. Type the desired memo or notes in the Description box. You can insert a date-time stamp using .
  5. When you have finished, click Process. The retainer invoice now has a memo attached to it.

 

You can also add a memo directly in the Retainer Management screen. To do so:

 

  1. Click on the Payment tab of the Retainer Management screen.
  2. Select the desired retainer (billed) from the grid and then click Memo.
  3. Enter unlimited length text memo or notes in the memo box. You can insert a date-time stamp using .
  4. When you have finished, click Save.