---
title: Why Don’t Client Invoices Appear on Retainer Reports?
description: Client invoices will only appear on retainer reports when billed using Time charge types. Learn why invoices billed with Internal and Supplier charge types are excluded from retainer dashboards and reports, and how to fix it.
---

[Skip to content](https://knowledgebase.counta.com/knowledge/why-dont-client-invoices-appear-on-retainer-reports#main-content)

English

Show submenu for translations

![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png)

- [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability)

Open main navigation

Close main navigation

- [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability)
- English
  
  Show submenu for translations

 How can we help you?

- There are no suggestions because the search field is empty.

1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en)
2. [FAQs](https://knowledgebase.counta.com/knowledge/faqs?hsLang=en)

December 17, 2025

# 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.

- [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#main-content)

    - [Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live)
- [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#main-content)

    - [General Navigation](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#general-navigation)
    - [Time and Task](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#time-and-task)
    - [Job Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#job-management-basics)
    - [Estimate Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-basics)
    - [Estimate Management - Advanced](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-advanced)
    - [Purchase Order Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#purchase-order-basics)
    - [Production Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#production-invoice-basics)
    - [Sundry Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#sundry-invoice-basics)
    - [Receipts Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#receipts-basics)
    - [Supplier Invoice Management Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#supplier-invoice-management-basics)
    - [Payment Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#payment-basics)
    - [Expenses & Credit Cards](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#expenses-credit-cards)
    - [Reporting](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#reporting)
    - [Master Files](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#master-files)
    - [Manage](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#manage)
- [Mobile App](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#main-content)

    - [What's New](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#whats-new)
    - [Setup and Configuration](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#setup-and-configuration)
- [FAQs](https://knowledgebase.counta.com/knowledge/faqs?hsLang=en)
- [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#main-content)

    - [Tips & Tricks](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#tips-tricks)
    - [Customization](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#customization)
    - [Setup](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#setup)
    - [Support](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#support)
    - [My Dashboard](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-dashboard)
    - [My Messages](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-messages)
    - [Security](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#security)
- [Time and Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#main-content)

    - [My Time](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#my-time)
    - [Timesheet Proxy](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#timesheet-proxy)
    - [Time Reports](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-reports)
    - [Time Posting](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-posting)
    - [Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#tasks)
- [Manage](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#main-content)

    - [Leave](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#leave)
    - [Employee Expense Summary](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#employee-expense-summary)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#credit-cards)
    - [Inventories](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#inventories)
- [Approve](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#supplier-invoices)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#credit-cards)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#purchase-orders)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#client-job-invoices)
    - [Weekly Timesheet](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#weekly-timesheet)
    - [Journals](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#journals)
    - [Leave](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#leave)
- [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#main-content)

    - [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#jobs)
    - [Estimates](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#estimates)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#revenue-tracker)
    - [Resource Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#resource-tracker)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#purchase-orders)
    - [Internal Charges](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#internal-charges)
    - [Job Cost Transfers](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-cost-transfers)
    - [Files](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#files)
    - [Job Reports](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-reports)
    - [Job Summaries](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-summaries)
    - [Campaigns](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#campaigns)
- [Media](https://knowledgebase.counta.com/knowledge/media?hsLang=en#main-content)

    - [Media Accounting](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-accounting)
    - [Media Summaries](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-summaries)
    - [Media WIP Take Up](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-wip-take-up)
    - [Media Reports](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-reports)
    - [Media Setup](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-setup)
    - [Media Insertion Orders](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-insertion-orders)
    - [Media Estimates](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-estimates)
- [Accounting](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#main-content)

    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger-accounts)
    - [Receivables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#receivables)
    - [Payables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#payables)
    - [Revenue Tool](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#revenue-tool)
    - [General Ledger](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger)
    - [Budgets](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#budgets)
    - [Prepayments](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#prepayments)
- [Master Files](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#main-content)

    - [Prospects](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#prospects)
    - [Clients](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#clients)
    - [Employees](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#employees)
    - [Task Types](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#task-types)
    - [Suppliers](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#suppliers)
    - [Contacts](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#contacts)
    - [Update](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#update)
- [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#main-content)

    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#report-setup)
    - [Set Up Options](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#set-up-options)
    - [User Access Groups](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#user-access-groups)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#currencies)
    - [Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#tax-codes)
    - [Withholding Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#withholding-tax-codes)
    - [Bank Feed](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#bank-feed)
    - [Custom Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-codes)
    - [Approval & Posting Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#approval-posting-settings)
    - [Custom Data](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-data)
    - [Office](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#office)
    - [Company Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#company-settings)
- [Setup Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#main-content)

    - [Accounting Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#accounting-options)
    - [General Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#general-options)
    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#report-setup)
    - [Other Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#other-options)
    - [Timesheet Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#timesheet-options)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#currencies)
- [General Ledger](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#main-content)

    - [Journals](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#journals)
    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-accounts)
    - [General Ledger Reports](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-reports)
    - [Bank Reconciliation](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#bank-reconciliation)
    - [WIP Take Ups](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#wip-take-ups)
    - [Retainers](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#retainers)
    - [FX Revaluations](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fx-revaluations)
    - [Fixed Assets](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fixed-assets)
    - [General Ledger Setup & Postings](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-setup-postings)
    - [Posting Options](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#posting-options)
- [Revenue Recognition and Tools](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#main-content)

    - [Accrued Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#accrued-revenue)
    - [Deferred Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#deferred-revenue)
    - [Revenue Recognition](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#revenue-recognition)
- [Receivables](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#main-content)

    - [Production Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#production-invoices)
    - [Receipts](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#receipts)
    - [Sundry Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#sundry-invoices)
    - [Reports](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#reports)
    - [Other](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#other)
    - [Client Summary Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-summary-invoices)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-job-invoices)
- [Payables](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#supplier-invoices)
    - [Payments](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#payments)
    - [Reports](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#reports)
    - [Incoming Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#incoming-supplier-invoices)
    - [Talent](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#talent)
- [Budgets & Forecasts](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#main-content)

    - [Expense Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#expense-budgets)
    - [Payroll Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#payroll-budgets)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#revenue-tracker)
    - [Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budgets)
    - [Cashflow Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#cashflow-budgets)
    - [Budget Setup](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-setup)
    - [Budget Reports](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-reports)
- [Training Packet](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#main-content)

    - [Admin](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#admin)
    - [MDM](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#mdm)
    - [Time Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#time-management)
    - [Expense Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#expense-management)
    - [Job and Estimate Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#job-and-estimate-management)
- [API & Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#main-content)

    - [Accountability API](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#accountability-api)
    - [Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#integrations)
    - [Plaid Integration](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#plaid-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#media-finance)
    - [Payroll](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#payroll)
    - [Project Management](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#project-management)
    - [Open Banking Providers](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#open-banking-providers)
- [Reporting](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#main-content)

    - [Financial Statements](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#financial-statements)
    - [Client Profitability](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#client-profitability)
    - [Billings and Revenue](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#billings-and-revenue)
- [Sales](https://knowledgebase.counta.com/knowledge/sales?hsLang=en)
- [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#main-content)

    - [Mediaocean Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#mediaocean-integration)
    - [Freewheel Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#freewheel-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#media-finance)
- [Intercompany](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#main-content)

    - [Studio](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#studio)
- [Talent Sponsorship](https://knowledgebase.counta.com/knowledge/talent-sponsorship?hsLang=en)
- [Taxes](https://knowledgebase.counta.com/knowledge/taxes?hsLang=en)
- [Implementation and Onboarding](https://knowledgebase.counta.com/knowledge/implementation-and-onboarding?hsLang=en)
- [Work In Progress (WIP)](https://knowledgebase.counta.com/knowledge/work-in-progress-wip?hsLang=en)
- [Expenses](https://knowledgebase.counta.com/knowledge/expenses?hsLang=en)
- [Data Analysis](https://knowledgebase.counta.com/knowledge/data-analysis?hsLang=en)
- [AI](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#main-content)

    - [MCP Servers](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#mcp-servers)

[![Chill listening crop-3](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-2.png?width=150&height=24&name=AccountAbility_logo_primary_fullcolor-2.png "Chill listening crop-3")](http://www.counta.com)

Accountability 2026

Copyright © 2026, Accountability