User has some clients that make payments before invoices are issued to them. To handle this, user takes their payments as retainers. The problem arises later when the invoices are created and user forgets which clients had paid. Is there a way to check for unapplied retainers and open invoices without having to create projects?
To preview retainer invoices, check CORE Help Center for details. Afterwards, you can go to the Invoices screen and add a filter to show open invoices. Additionally, you can run the Retainer Status by Client and Client Retainer Summary reports.