Retainers
- RetainersWhat a retainer is, where to find it, its types, and the four figures that show where the money is.
- Creating a retainerAsk a client for money up front: start a retainer, choose its type and amounts, and send it.
- Getting a retainer paidYour client pays a retainer online, or you record a payment they made another way.
- Applying a retainer to an invoiceUse money a client paid up front on an invoice from the same project.
- Refunding a retainer, and other limitsRefund a retainer or its card fee, give it as a credit, and what you can’t do with a retainer.