Learn the Basics 
Contracts & Retainers
Contracts & Retainers
Contracts & Retainers
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Lesson 1: Retainer Basics
- Step 1: When to use Retainers
- Step 2: Try it Yourself: Create a new Retainer
- Step 3: Define your Retainer Details
- Step 4: Setting up Period Templates
- Step 5: Recurring Task & Materials
- Step 6: Anatomy of a Retainer
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Lesson 2: Managing your Retainers
- Step 1: Retainer Periods
- Step 2: Link your Projects & Tickets
- Step 3: Retainer Usage
- Step 4: Approve and Move Logged Work
- Step 5: Invoicing Retainers