You may record retainer payment to either a client or a project. Record your retainers at the client level if you wish to apply a retainer over multiple projects. Otherwise, you can enter a retainer at the project level if it is for one project only. This depends on the selection you make in the Payment screen. Follow the steps below to record a retainer in BillQuick:
2. Enter the amount for your retainer in the ‘Amount’ field.
You can check out all the retainer invoice and payment amounts on the Payment tab of the Retainer Management (previously Retainer History) screen.