Add a New Retainer Schedule
To add a new retainer schedule, follow the steps given below:
Note: All the details filled in the retainer schedule can be retrieved while creating an invoice. Consider the Retainer schedule as the first step in accounting, Invoicing as the second step, and Transactions as the third step.
1. Navigate to Accounting.
The Accounting page is displayed.
2. Scroll down and click the Retainer Schedule tab.
3. Click Add Retainer Schedule.
A dialog Create New Retainer Schedule is displayed.
3. Select the case from the Case dropdown list.
4. Enter the description in the Description field.
5. Select the due date from the Due On dropdown list.
6. Select the date from the Specific Date icon.
In the Payment Terms section
7. Enter the professional fee in the Professional Fees field.
8. Enter the taxes in the Taxes field.
9. Enter the administrative fees in the Administrative Fees field.
10. Enter the government fees in the Government Fees field.
11. Enter the other fees in the Others field.
The Total field gets automatically updated as you enter the other payment details.
12. Click Add Retainer Schedule.
The retainer schedule is successfully added.
