You can create retainer invoices from the Project as well as Retainer Management screen. In BillQuick Online, you can specify a retainer amount for projects in the Project-Billing screen and then generate a retainer invoice for it. After you receive a retainer payment from a client, it is to be recorded in the Payment screen before it is made available for a client or project. You can also apply a retainer to an invoice from the Payment screen, thus reducing the retainer available balance.
This section covers the following tasks: