How do I apply retainers while creating invoices?

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 > Batch Invoice.
  3. Enter the necessary filters on the Invoice Filters and Options 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 the Core Help for more.
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