Why Don’t Client Invoices Appear on Retainer Reports?

Overview

If your client invoices are not appearing on the Retainer Dashboard or Retainer Reports, this is typically due to the charge type associated with the tasks used on the invoice.

Only invoices billed using Time charge types are included in retainer reporting. Invoices billed using Internal or Supplier charge types will not appear.

Why This Happens

Retainer reporting is designed to track billable time consumption against a retainer agreement. Because of this:

• The system only includes tasks with a charge type of Time

• Tasks with a charge type of Internal or Supplier are intentionally excluded from retainer calculations and reporting

As a result, any client invoice created using Internal or Supplier charge types will not display on:

• The Retainer Dashboard

• Monthly Retainer Summary Report

• Summary Report

What Charge Types Are Included in Retainer Reports?

Included:

• Time charge types

Excluded:

• Internal charge types

• Supplier charge types

Common Scenario

A client invoice posts successfully and appears in AR and revenue reports, but does not appear on retainer reports.
When this happens, the most common cause is that the invoice was billed using tasks marked as Internal or Supplier rather than Time.

How to Fix It

To ensure invoices appear on retainer reports:

1. Review the tasks used on the client invoice

2. Confirm the charge type is set to Time

3. Unpost the invoice 

4. Update the charge type and repost the invoice

Once the invoice is billed using Time charge types, it will appear correctly on retainer dashboards and reports.

Key Takeaway

Retainer reports are driven by Time-based billing only.
Invoices billed with Internal or Supplier charge types will never appear in retainer reports by design.