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CommunityWe charge a minimum retainer amount, which is earned upon receipt (the full amount). Hours are charged against it until the retainer is used and additional hours are billed. I would like to show the entire retainer as used on the initial invoice.

We charge a minimum retainer amount, which is earned upon receipt (the full amount). Hours are charged against it until the retainer is used and additional hours are billed. I would like to show the entire retainer as used on the initial invoice.

Donna Pacheco (Customer) asked a question.

We charge a minimum retainer amount, which is earned upon receipt (the full amount). Hours are charged against it until the retainer is used and additional hours are billed. I would like to show the entire retainer as used on the initial invoice.

  • Hi Donna,

     

    You will need to reach out to your Practice Management Advisor to have your template adjusted. Please let me know if you are not sure who that is and I will try to locate that information for you.

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We charge a minimum retainer amount, which is earned upon receipt (the full amount). Hours are charged against it until the retainer is used and additional hours are billed. I would like to show the entire retainer as used on the initial invoice.