To add a retainer in ArchiOffice/EngineerOffice:
1. Open the Billing > Outstanding tab. This will display all the outstanding project balances in the system.
2. Click the payment icon for the relevant client row to open the Transactions screen.
3. Click the Retainer option and then enter a retainer Amount.
4. Click Apply (green check icon) on the grid. The Transactions screen will update the retainer balance displayed at the bottom.
5. Click Done.