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Retainers

Creating a retainer

Written By Timothy Murenzi

Overview

Request a retainer from a project. Workroom creates a retainer invoice (numbered RET-code-###) for the client to pay.

Steps

  1. Open the project → Finances → Retainers and click Request Retainer. (Or go to Finances → Retainers and click Add Retainer; you'll pick the project there.)

  2. Choose the Project if asked.

  3. Choose the Retainer type: Products (FF&E, OSE, art), Services (design, time, labour), Split (both pools, set now) or General (flexible; pool chosen when you spend it).

  4. Enter the Retainer amount — for Split, a Products amount and a Services amount.

  5. Add optional Internal notes (studio only).

  6. Check the Total and click Open Invoice.

Requesting a $500 General retainer
Split type with separate Products and Services amounts

What happens next?

  • The retainer appears in the list as Draft with Received, Disbursed and Balance at $0.

  • Send it to the client or record the payment to fund it.

Retainers list with the new RET-HARL-001

Related articles

  • Retainers

  • Applying a payment (funding the retainer)

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