Software Reference

How do I create an invoice and subsequent time entries when billing in advance, such as obtaining a retainer or deposit for future work?

Table of Contents  > Frequently Asked Questions > How do I create an invoice and subsequent time entries when billing in advance, such as obtaining a retainer or deposit for future work?

There's three different ways to handle retainers. The first way would be to enter a negative Fixed-Price item in Time and Sales and put "Retainer" as the description. This will show up in the detail section of the invoice (but will be grouped with all other fixed price items on the cover page)

The next way would be to receive a payment from the client without applying it to an invoice.

The final way would be to use Trust Accounting.

Related Topics:
How do I change the billing rate for a client, but have it be retroactive to hours already entered?
How do I keep charges off of detail page?
If I delete a client or a worker will it impact invoicing, monthly billing, etc.?
When I created invoices from the bill batch, I only see what was billed that period. I've made sure to receive payments from my clients, so now I want to show the total due on an invoice. How do I do that?
If I have a client with sub accounts, how do I filter each of those sub accounts on one invoice?
My Invoice is cutting off at the bottom. Is there a place within enteryouhours.com to adjust the margins?
I tried to filter my screen to show me data from several months back and it no longer appears to be in the system. Does the system erase old data?
Our workers can bill on every quarter hour, but I want them to bill .1 hour increments. Is there a way to do this?
I want to adjust a single amount on an invoice but the system won't let me.
How do you refund or credit a client if they have been overcharged?
Occasionally, I need to enter work that I want do for free. Basically, we want the client to see the work we are doing at no cost. How do I do this?
How do I apply a percentage discount to an invoice?
How do I edit a Time & Sales entry if I enter it incorrectly the first time?
Is the trial version different than the paid-for-version?
What if I need to change the main contact for our account?
This program has a lot of summary reports, but what if I want a report on one client, worker, etc.?
Is there a way to issue a credit memo?
How do I see how many workers I get?
How do I delete an invoice? If I delete an invoice will I lose all the entries as well?
Why can't I seem to edit some Time & Sales entries but not others?
How do I reactivate clients/workers?
My clients aren't receiving their invoice emails, or it's being marked as spam. What can I do to fix this?