To create a retainer invoice:
Alternatively, you can check the ‘Create Retainer Invoice for a Project Group’ option and select a Project Group instead.
Create Retainer Invoice from the Project Screen
To create a retainer invoice using the Project screen, do the following:
Open the Project screen.
Click the ID of the project for which you want to specify a retainer.
Move to the Billing tab.
In the Misc section, enter a Retainer Amount to request from the client for the selected project.
Click
and
select the desired retainer invoice.
Opens the invoice in the Report Viewer, where you can preview and print the invoice.
Back on the Project screen, click Save and then Return.
You can memorize
retainer invoices with user-defined frequency.