Creating a retainer

1. Go to the project's Finances → Retainers tab and click Request Retainer (or, from Finances → Retainers studio page, click Add Retainer and pick the Project — required there since no project is preselected).

2. In the Request retainer modal, choose the Retainer type: Products, Services, Split, or General.

3. Enter the amount:

   • Products / Services / General → one Retainer amount field.

   • Split → two fields, Products amount and Services amount.

4. (Optional) Add Internal notes — visible to your studio only, never to the client.

5. Click Open Invoice. Workroom creates the retainer's backing invoice (as a Draft) and drops you straight into the invoice editor.

At this point the retainer exists with a status of Open, but no money has been received yet — the invoice still has to be paid.