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Most designers will have a block of hours or a retainer fee collected before they start working on the client's project. In the video below we will show you how to create the invoice for this retainer and how you can track your time and mark it against the retainer they've paid you.

How to Create a Retainer

Open the project you wish to add a Retainer to and go to the Invoices tab.

Click "+ Create Invoice" in the upper right-hand corner

Type in an Invoice number, change the Currency if need be, then click "Create."

Add any additional information within the Invoice that you'd like with the Public Note or Attachments. Then click "Add item from."

If you've added a Retainer Service to this project's Products & Services tab, you'll click "Project's list." Otherwise, you'll click "Service catalog."

Select your Retainer by clicking the " + " then click "Add ( 1 )."

Edit the price.

Mark the Invoice as "Ready for client to pay. "

Then send for payment!

After the Retainer Invoice has been paid, you'll create another Invoice. This time, you'll add the Retainer on as a service with the negative amount of what your client has paid.

Then add in items and services as you go against the retainer until the total is positive again.

To make sure your applied Retainers are fully documented, before the Invoice is sent for payment and marked as paid, delete the Retainer item.

Add a partial payment for the positive amount of the retainer with the description "Retainer applied."

Mark the Retainer as paid.

Then send the Invoice for payment on the remaining balance! **Note** The balance due must be at least $1 to send for payment and mark as paid.

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!


How to Create a Retainer

If you need any additional support, click the chat bubble in the lower right-hand corner to chat with a member of our team.

Happy designing!

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