To apply a retainer payment to an invoice, please follow these steps:
In your Project's left-side navigation, click on the Financials option and then Invoices.
Select the invoice to which you would like to apply the retainer payment.
In the Payments section, hit the plus icon.
4. From the dropdown menu, select Payment Type. You will see any retainer payments related to this project as options in the dropdown. Select the retainer number that corresponds to the retainer payment you would like to apply.
5. Specify the amount of the retainer payment you wish to apply to this invoice. Click "Record" to apply this amount to the invoice.
Note:
If the amount entered exceeds the payment on the selected retainer, you will receive an error message.
