Applying retainers while invoicing

If you have a client or project retainer that you want to apply to the invoice while creating it, here is how you can do that in the batch invoice mode:

1. Open the Billings > Invoices screen.
2. Click Create New > Invoice Batch.
3. Enter the necessary filters on the Create Invoice dialog before continuing.
4. Click More > Show/Hide Columns and select Retainer.
5. Enter the retainer amount to be applied to the invoice and process the invoice as final when done. Check CORE Help Center for details.

Note: If you did not apply a retainer or applied the wrong amount when creating the invoice, you do not need to delete and recreate the invoice. You can edit the invoice while it is still a draft, open the Time & Expenses tab, click Subtotals, and update the Retainer field there.