Keep included retainer hours separate from extra work that may need another invoice.
1. Review the retainer
Open the customer’s retainer and check the period, included hours, price, rollover rules, and any overage terms against the agreement.
A retainer review distinguishes current terms from proposed future changes.
2. Log the actual time
Record work against the intended project and task. Check the member, date, duration, and billable setting.
3. Review covered work
Use the retainer’s time review to check which entries are included in the current allowance. Review remaining, carried, and extra hours for that period.
4. Bill only eligible extras
For an active retainer, review eligible extra hours on the next generated invoice. After ending, use Review Final Extra Hours and review Create Invoice Draft. Do not select covered time again in the ordinary worklog invoice wizard.
5. Check the period and invoice
Confirm the retainer period totals and review the new invoice’s lines, quantities, and total before sending.