Review the period’s hours before deciding whether extra work needs a separate charge.

1. Open the retainer detail

Open the customer’s retainer under Invoicing → Retainers. Select the intended month.

The retainer view separates used, remaining, carried, and unbilled overage.
The retainer view separates used, remaining, carried, and unbilled overage.

2. Read the allowance

Compare hours used with included and carried hours. Carried hours are used before the new monthly allowance. Check when unused hours expire.

3. Review time entries

Check each entry’s date, project, and Counts choice. Time already billed or covered by another arrangement must not be included again.

4. Check the invoice

Open the period’s linked invoice and compare any extra-hour amount with the configured rate. A displayed estimate of extra hours is not proof that it was charged.