This tab contains information about the retainer invoices created and the retainer payment or advance received from the client. Double-click on any line item in the grid to view the details in the Payment screen.
Company:
The client's company name.
Client ID:
ID of the client whose retainer information is being viewed.
Project ID:
ID of the project that is selected from the grid whose retainer information is being viewed.
Payment Grid
The grid below displays the Pay date, the retainer amount billed and paid to the client.
Date:
Date when the retainer payment was made by the client.
Billed:
Retainer amount that has been billed to the client. When the Retainer Amount is entered or created, either in the Project screen or Retainer Management, Summary tab, and then Create Retainer Invoice is clicked, this field gets filled with that amount to be billed to the client. This field shows column summary at the bottom.
Paid:
The amount that has been paid by the client as an advance or retainer payment on the specified date. You can view the client retainer paid or the project retainer paid, depending upon what is selected in the grid. This field shows column summary at the bottom.
Project ID:
Displays the ID of the associated project.
Retainer History—Payment Tab Button Panel
Find 
:
Enter text in this field to search for records based on full or partial
information. Press Enter or click
to start the search.
Rows:
Select the number of rows you would want to be displayed on the screen. You can choose from 2 to up to 100 rows.
Show Active:
Select this filter if you want to display only those clients with active status in the grid.
Help:
Click to access Web Suite online help.
Delete:
Delete the selected retainer invoice billed to the client.
Memorize:
Opens the Memorize Invoice screen where you can schedule the retainer invoice to be created automatically based on your settings.
Memo:
Opens the Memo pad to allow you to enter a new memo or modify the existing memo attached to the retainer invoice. Type as much text as desired, or use an Auto Complete shorthand code to insert standard text. You can also create and add a new Auto Complete Entry here.
Print:
Click to select the desired in-context report. From this screen, you can print, preview or cancel the report. Allows you to print the selected retainer invoice billed to the client.
Return:
Click to return to the Retainer History list.