Retainer History Details

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The Retainer History screen is comprised of two tabs: Summary and Payment.

 

Summary Tab

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.

Payment Tab

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.