How Do I Add a Retainer? (1)

A retainer is a fee paid in advance in order to secure your services. If you receive money from a client as a prepayment for services you will render, you can deposit it into the retainer, and later apply that retainer as a payment against an invoice.

Billings Pro on the Mac

1. Select a client from the client list.
2. Click on the account tab.
3. Click on Add Retainer, fill in the details.
4. Click Done.

Billings Pro on the iPhone and iPad

1. Select a client from the home screen or All Clients view.
2. Tap Accounts, tap +, tap New Retainer at the top right, fill in the details of the payment.
3. Tap Done.