Applying retainer while creating invoices

If you want to apply available retainer on an invoice while creating it so that the invoice reflects the retainer applied right there, you can do so in two ways. You can check the Auto-apply available retainer option in the Invoices > Invoice Filters and Options dialog during the creation of the invoice or you can manually apply the desired retainer amount in the Create Batch Invoice screen. For manual invoices, you can enter the retainer amount to be applied under the Invoice Total drop-down. Check CORE Help Center for details.

Was this article helpful?
0 out of 3 found this helpful