If any of your clients pay in advance for your work, you can use a retainer to collect funds up front. After you’ve completed the work, you can create an invoice for tracked time, expenses, or fixed fees to draw from the retainer, and the available funds will be applied to the invoice amount.

Watch the video to learn more about creating retainers, adding retainer funds, drawing from retainers, as well as managing, archiving, and deleting retainers.