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How Do I Add Memos to Retainer Invoices?
You can add notes or memos to the retainer invoices. To do so:
- Click Billing on the navigation bar and then select the Retainer History tab.
- Select a client in the grid by clicking
.
- Create a retainer invoice by entering the required data in the Retainer Invoice screen (see above).
- Type the desired memo or notes in the Description box. You can insert a date-time stamp using
.
- When you have finished, click Process. The retainer invoice now has a memo attached to it.
You can also add a memo directly in the Retainer History screen. To do so:
- Click on the Payment tab of the Retainer History screen.
- Select the desired retainer (billed) from the grid and then click Memo.
- Enter unlimited length text memo or notes in the memo box. You can insert a date-time stamp using
.
- When you have finished, click Save.