retainer balance remaining
it would be good to see the amount of the retainer balance remaining by customer. In the retainer screen there is a "balance" section, but this shows the balance outstanding and uncollected. As a retainer is a pre-payment by a client, showing the balance due is irrelevant. A better field would be the total retainer remaining (i.e. total retainer paid minus any retainer payments applied).
11
votes
Brad Mewes
shared this idea
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Jason
commented
Totally support this! Cannot believe we don't have a column/field available to show the 'Remaining' or 'Drawn' amount on a Retainer Invoice. Paid Retainer amount less Drawn/Invoiced amount.
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Joel
commented
Still can't believe this doesn't exist!