How to Use a Retainer (Video)

Receiving and Applying retainers or credits to Invoices. Client Retainers. Client Deposits

Cameron Jahn avatar
Written by Cameron Jahn
Updated over a week ago

You can create a retainer request from the Credits & Retainers page and then send that to your client for payment or log a payment you've already received. The funds will be added to your retainer balance for the project and you will be able to apply the retainer to any invoice in the project.

Check out this Video for more information:


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