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How to create a Retainer Summary Report

This guide explains how to use a Retainer Summary Report to view work done, hours logged, payments received, and remaining balances.

Step by Step Guide:

1. Navigate to ACCOUNTING > General Ledger > Retainers.

2. Use the Filters to narrow down your search, or scroll through the list of CLIENT.

3. Select the CLIENT name you wish to create a retainer report for.

4. Click Summary Report on the top of the page.

5. Select the dates you wish you wish to run the report for.

6. Check SHOW JOB DETAILS if applicable.

7. Click EXCEL, EXPORT, or PREVIEW to view the report.