To create a retainer, please follow the steps below:
In your project's left-side navigation, click on the Financials option, then Retainers.
Press Create if it's your first invoice OR click on the plus icon to add a new retainer.
An empty state retainer is generated with your company details in the "from" section and client details in the "to" section.
Note:
You can edit the "From" section by updating your company details. To do so, click "Edit".
In the "To" section, you can:
Click Edit to update your client details
Click Change to update to a new client (Changing this contact will update your project's client contact.)
2. Add a description, unit cost, and quantity to your retainer.
3. Toggle the options to add a payment link, signature, or notes to your retainer.
*To collect client payments through Stripe, set up your Stripe account.
4. Preview your document and choose how you would like to share the retainer with your client.
*To "Attach to Email" or "Authorize Docusign", be sure you have authorized those integrations for your account following the steps linked here.
Note: After you download or send your retainer, each document is saved in the "Version History" section.
