Combine a monthly fee with an included-hours allowance for selected projects.
1. Create the retainer
Open Invoicing → Retainers → New Retainer. Select the customer and check the invoice currency and next date.
2. Set hours and fee
In the retainer options, enter Hours Included Each Month and Monthly Amount. Choose the projects under Time That Counts.
3. Choose unused and extra hours
Decide whether unused hours expire or carry over, and for how long. Choose whether extra hours are billed and at which rate.
4. Review delivery and save
Check how the monthly invoice is prepared or delivered, save, and open the retainer detail. A retainer does not itself establish automatic payment.
5. Check the first period
Review included, used, remaining, carried, and extra hours, and the linked invoice. Check Counts on the actual time entries.