The Retainer Amount page lists billing entries for retainer by amount contracts. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Billing. For a billing entry to display on this page:
A retainer by amount contract must be active.
The billing entry must match search filter parameters.
Once a retainer by amount contract is active, the total price of the contract can be billed at any time.
Reviewing Recurring Services
Select the Finance > Billing Review > Retainer Amount page.
Optionally change Search filter settings. The default date range is from today's date to 3 months into the future. This can be customized using the Admin > Company Settings > Invoice tab > Billing End Date setting.
Click Search. A list of entries displays in the Results tab.
