This tab contains information about the retainer amount used or applied on various invoices and the remaining balance or amount available for the selected client or project.
Summary
Client Retainer Paid:
The sum of all the client retainer payments received and entered in the Payment screen for this client.
Client Retainer Applied:
The sum of all the client retainer payments applied or used up on invoices. Retainers can also be applied to invoices in Payment screen or when they are processed in Billing Review.
Client Retainer Available:
The total remaining amount from the client retainer payments. This amount can be applied on invoices, after the associated project retainer is exhausted. It is calculated as: Client Retainer Available = Client Retainer Paid - Client Retainer Applied.
Project Retainer Paid:
The sum of all the retainer payments received on a project and entered in the Payment screen for a client. The retainer payment entered for a main project is distributed to the phases based on the % of Total Project field data of the phase. However, you can re-distribute this amount to the phases as desired.
Project Retainer Applied:
The sum of all the project retainer payments applied or used up on invoices. Retainers can also be applied to project invoices in Payment screen or when they are processed in Billing Review.
Project Retainer Available:
The total remaining amount from the project retainer payments. This amount can be applied on invoices. It is calculated as: Project Retainer Available = Project Retainer Paid - Project Retainer Applied.
Total Available:
The total remaining amount from the client and project retainer payments. It is calculated as: Total Retainer Available = Client Retainer Available + Project Retainer Available.
Create Retainer Invoice:
Click on a project on the left panel to enable this button. You can create retainer invoices using Retainer Invoice screen. Retainers created from here can be viewed on the Payment tab.
Grid
The grid below contains information about various invoices on which retainer has been applied.
ID:
ID of the project that is associated with the invoice. This column displays all the projects of the selected client or specific project selected in the grid.
Invoice #:
The invoice number on which the retainer was applied. You can double-click on the invoice number to view the details in the Invoice Review screen.
Invoice Date:
This is the date when the invoice was created and processed.
Invoice Amount:
Amount due on an invoice. The retainer can be applied on this invoice amount.
Applied:
The amount of retainer used from the retainer fund and applied to an invoice.
Retainer History—Summary 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.
Create Retainer Invoice:
Click this link to create a retainer invoice.
Help:
Click to access Web Suite online help.
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.