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How Do I Add Memos to Retainer Invoices?

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You can add notes or memos to the retainer invoices. To do so:

 

  1. Click Billing on the navigation bar and then select the Retainer History tab.
  2. Select a client in the grid by clicking .
  3. Create a retainer invoice by entering the required data in the Retainer Invoice screen (see above).
  4. Type the desired memo or notes in the Description box. You can insert a date-time stamp using .
  5. 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:

 

  1. Click on the Payment tab of the Retainer History screen.
  2. Select the desired retainer (billed) from the grid and then click Memo.
  3. Enter unlimited length text memo or notes in the memo box. You can insert a date-time stamp using .
  4. When you have finished, click Save.