Retainer Hours

Finance > Billing Review > Retainer Hours

The Retainer Hours page lists billing entries for retainer hours. Retainers hours are consumed when hours are reported on tickets or tasks linked to a retainer by hours contract. Billing is by contract billing period. 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:

• Hours must be reported in a ticket or task.
• The ticket or task must be linked to a retainer by hours contract.
• The contract must be active.
• The billing entry must match search filter parameters.

Once a retainer hours contract is active, any of the time periods can be billed at any time, unless the billing period has been closed.

Note: To prevent generating billing lines for labor hours independently of a contract, set the Default Contract option to Yes for that contract. When a new ticket or task is created, the default contract is linked to the ticket or task automatically.

Reviewing Recurring Services

1. Select the Finance > Billing Review > Retainer Hours page.
2. 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.
3. Click Search. A list of entries displays in the Results tab.

   

4. Check any row you want to post.
5. Click Post to post checked rows.

   

6. Optionally close billing periods using the Billing Periods tab.
   • Close Billing Periods - If checked, clicking this button closes checked billing periods. If the Carry Over Extra Hours to the Next Billing Cycle option is set to Yes in the retainer by hours contract, unconsumed retainer hours are carried forward to the next billing period when a billing period is closed.