Set client status and retainer amounts on payment
Set client status and retainer amounts on payment
Your retainer invoices lack linked client details, forcing manual lookups that stall billing. Populate client status and retainer calculations so billing staff can reconcile and act same day.
Overview
When a retainer invoice is marked paid, your team shouldn’t be hunting for hours or rates. This workflow writes retainer status and calculated per-hour amounts to the client record so billing staff and owners can reconcile and act same day.