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How to Add Service and Retainers

You will learn how to add a service or a retainer to your Client Proposals and Invoices to make sure all costs are captured.

Tutorial: Service and Retainers

Tutorial Video: https://www.loom.com/share/98acf4b821044861aecc9b645de86ff2

Click on Procurement Settings:

Select Service / Retainers Tab


Click on New Item and add the name and type of service.

Click on Save.

Now you can add your service or retainer to a Client Proposal or Invoice.

Click on Service or Retainer and the service will be added to your Proposal or Invoice below your item list.

Select your service or retainer and you are good to go!

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