- To set up a retainer account, begin by going to the Billing Items page.
- Click the Add button.
- Select the Client.
- (Optional) Select a Matter and/or Task for this retainer.
- Select the date the retainer was created in the When field.
- Select the person in your firm responsible for managing the retainer in the Who field.
- Select Retainer as the Type.
- Enter the amount of the retainer in the Retainer Amount field.
- Check the Retainer amount not received, add to invoice amount due checkbox if this retainer amount has not yet been received and you wish to add the amount to an invoice for the client.
- (Optional) Enter a Description and any information in further fields.
- Click Save.
