This article describes how to create a retainer invoice in BillQuick. There are two methods for creating a retainer invoice. Choose one of the methods below:
Using the Project screen (Basic, Pro, and Enterprise):
1. Open the ‘Project’ screen and select the project you want to create a retainer invoice for.
2. Select the ‘Billing’ tab.
3. In the ‘Retainer’ section, enter the desired amount you want to request from the client and click the ‘Print’ button.
4. You will be prompted to choose a template. Select one of the available templates and click ‘Preview’ to display the retainer invoice.
5. You will be asked to add a copy of this invoice to the client's retainer history (only in BillQuick Pro and Enterprise). Select ‘Yes’ or ‘No’.
6. Print or export this invoice to send to the client.
Using the Retainer Management screen (Pro and Enterprise only):
1. Open the Retainer Management (previously Retainer History) screen from the Billing menu, Create Invoices.
2. Select a project and click ‘Create Retainer Invoice’ on the Summary tab.
3. On the Retainer Invoice screen, enter the Retainer Amount you would like to request and a Description, if necessary.
4. Click Process when done. This retainer invoice will now be available for printing.
5. Close this screen and go back to the main screen. Select the Payment tab and click Refresh to show all the retainers invoices.
6. Select the invoice you want to print and choose your template.
3. On the Retainer Invoice screen, enter the Retainer Amount you would like to request and a Description, if necessary.
4. Click Process when done. This retainer invoice will now be available for printing.
5. Close this screen and go back to the main screen. Select the Payment tab and click Refresh to show all the retainers invoices.
6. Select the invoice you want to print and choose your template.