Pause future retainer activity or finish the arrangement after reviewing the current period.

1. Open the retainer

Go to Invoicing → Retainers and select the correct customer arrangement. Check the current period and next date.

Pause and End Retainer are separate controls at the top of the detail.
Pause and End Retainer are separate controls at the top of the detail.

2. Pause temporarily

Choose Pause when you intend to stop future activity temporarily. Review the next date before a later Resume.

3. Review before ending

For a finished arrangement, choose End Retainer and read the confirmation. Unused hours expire; previous invoices and time remain recorded.

4. Review final extra hours

If the ended period has eligible extra work, choose Review Final Extra Hours. Check hours, rate, and total before choosing Create Invoice Draft.

Final overage creates a separate draft for the reviewed extra hours.
Final overage creates a separate draft for the reviewed extra hours.

5. Check the saved state

Confirm the retainer shows ended or paused as intended. Review and send any final draft separately. Neither stopping action refunds prior payments.