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As of now, you can't use a Client's credit card/ACH for Retainers. Timesolv requires unpaid invoices against which the credit card/ACh payment would be applied. The workaround (create an invoice for retainer) doesn't work without multiple entries (Void etc) because it artificially raises and then lowers amounts due for services rendered.
How often would you use this request?
5/6 times per montg |