Feature Requests

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Retainer credits should be easier to Read on Invoice

Client's pay on invoices when they have a retainer credit.

s it possible to have your team show the credit amount in brackets or as a negative amount. A positive number to someone in a hurry just looks like a total due.

 It would be REALLY amazing if an invoice with a credit can automatically generate a message on the top that says “THIS IS NOT A BILL…NOTING IS DUE AT THIS TIME. THIS IS JUST AN ACCOUNT OF HOW YOUR RETAINER HAS BEEN APPLIED THIS MONTH”


  • Norma Barros
  • Oct 14 2019
  • Planned
How often would you use this request?

every month when running invoices.

How do you accomplish this currently?
  • Attach files
  • Guest commented
    13 Nov, 2019 10:00pm

    This should apply whether the retainer balance is held in trust or in operating.

  • Admin
    Rehan Raja commented
    5 Nov, 2019 01:31pm

    Planned to release by mid of November