Learn the Basics Contracts & Retainers

Contracts & Retainers

  • 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

  • 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