Invoices > Retainers A retainer is a pre-payment from a customer for future services. You can apply retainers against invoices. To create a retainer: 1. Click on the "Invoices" tab. 2. Select "Retainer" from the "Create..." drop-down menu. 3. Specify the client, the amount of the retainer, and the date. 3. Click on "Save," or on "Save & create another retainer." To modify an existing retainer: 1. Click on the "Invoices" tab. 2. Click on the "Retainers" sub-tab. 3. Click on the relevant client's name in the retainer list. 4. Make the changes in the appropriate fields in the "Edit the retainer" form. 5. Click on "Save." To delete an existing retainer: 1. Click on the "Invoices" tab. 2. Click on the "Retainers" sub-tab. 3. Click on the relevant Client's name in the retainer list. 4. Click on the "Delete" button. (Note: You cannot delete a retainer if any part of it has been applied against an invoice.)