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How to create a Retainer Summary Report

A Retainer Summary Report is a friendly snapshot of the work done, hours logged, payments received, and any remaining balance for a client's retainer agreement.

Steps: 

  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. 
    Maria Knowledge Base Template-Jul-10-2023-12-33-18-2041-PM