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Retainers

Getting a retainer paid

Your client pays a retainer online, or you record a payment they made another way.

Written By Timothy Murenzi

Overview

A retainer is funded when your client pays it: online from their retainer page, or by a payment you record.

Watch it: the Finances lesson in Campus, step 4, “Invoice and get paid”, chapter 3, “Paid online” (starts at 0:40) and chapter 7, “Retainers” (starts at 2:36).

Your client pays online

Send the retainer. Your client opens it and pays by card or bank with the Pay button. Whether they pay the card fee is your choice, and they see it before they pay.

A client’s retainer page with the balance due and the Pay button

Record a payment yourself

  1. Open the retainer and go to its Payments tab.

  2. Click Record payment received.

  3. Pick the method, enter the amount and date, and click Record payment.

Record payment dialog for a retainer

What happens next

  • The side panel’s Payments tab shows Received, Applied and Available, and lists each payment under Payments received.

  • A card fee your client paid shows under the payment, on its own line. It is never part of the retainer.

A retainer’s Payments tab: received by card, with the card fee paid by the client on its own line

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