Use this screen to create and process retainer invoices for the client. If a retainer is required from a client on his project, enter the amount here. This is simply stored as reference information for the project; it does not record the retainer payment. You can create invoices, attach memo to them and print them from this screen. Retainer invoices created here will appear in the Payment tab of the Retainer Management screen as well. After the retainer payment is received, you need to enter it in Payment screen.
To access the Retainer Invoice screen, click Create Retainer Invoice on the Retainer Management-Summary Tab's button panel.
Date:
Enter the date for which the retainer invoice is to be created. By default, it selects the current system date.
Invoice No:
The retainer invoice number is filled based on the Last Retainer Invoice Number specified in Global Settings or can be entered here manually. You can, however, change the invoice number and use numeric or alphanumeric characters. The incremental part should be placed in curly {} braces in the Global Settings screen.
Retainer Invoice for:
You can choose for whom to create a retainer invoice. The options include Project, Project Group and Client.
Project/Project Group/Client:
Depending upon the selection in the Retainer Invoice for field, this field changes accordingly. You can choose a project, client or project group from the drop-down list for whom you want to create a retainer invoice. By default, it brings up whatever is already selected in the Retainer Management or Project screen. However, you can change it here to any other item. You can also add a new item on the fly using the Add New option from the drop-down list.
Client Address:
Displays the address of the client associated with the selected project. The retainer invoice can be sent to this client.
Change Client Address:
Click this link to change the address of the client. The changes would be saved in the client screen.
Retainer Amount:
Enter the retainer amount to be billed to the client. This amount appears on the Billed column of the grid on left and on the retainer invoice as well.
Description:
Enter a memo or notes related to the retainer or client. You can enter unlimited length memo here.
Date/Time Stamp:
Click this icon to insert date and time details into the description text.
Previous Retainer Management Grid
You can view the previous or existing Retainer Management of the selected project in the grid.
Pay Date:
Date when the previous retainer payment was made by the client.
Billed:
Retainer amount that has been billed to the client.
Paid:
The amount that has been paid by the client as an advance or retainer payment on the specified date.
Invoice No:
The invoice against which the previous retainer payment was made.
Retainer Invoice Button Panel
Help:
Opens the BillQuick Online Help in the Retainer Invoice section.
Print:
The drop-down allows you to select Retainer Invoice, Retainer Invoice with memo or Retainer Invoice (Template 2) from the drop-down. This option is not visible in the new mode.
Email:
Click to select an invoice from the drop-down list and then email it. This option is not visible in the new mode.
Pay:
Opens the Payment screen. The button will be unavailable if you are creating a retainer invoice on project group basis. This option is not visible in the new mode.
Process:
Click to save the new retainer invoice created. After processing the invoice, it will appear in the Previous Retainer Management grid below or the Payment grid of the Retainer Management screen.
New:
Click here to create a new retainer invoice for the selected project. It highlights the Retainer Amount field allowing you to enter the amount.
Close:
Closes the screen.