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Retainer invoice example for Facilities

Retainers in Harvest allow you to  collect funds upfront from your clients.   Then, after you've completed work on  the client's projects, you can apply   those retainer funds to a new invoice based  on tracked time, expenses, or fixed fees.   Retainers are managed under Invoices > Retainers.   There, you'll see all your  ongoing and archived retainers. When creating a new retainer,  you'll first choose its client.   Just like Harvest invoices, retainers  are specific to individual clients.   Then, you can choose a single project  that the retainer funds can be used for.   Or, as long as you don't already have  project-specific retainers set up for   this client, you can choose to have the  retainer funds available for all projects   you may invoice for that client. This includes  future projects you haven't created yet.   Once you're sure of your selections,  create the new retainer.   Then, to add funds to the retainer, you'll  create a free form retainer invoice.   A retainer invoice is a special type of  invoice that only adds funds to the retainer.   You can choose whether to accept online  payment for the retainer invoice,   then save it as a draft. From there, you can send   the retainer invoice to your client to  collect the funds, or mark it as sent.   Just like with regular invoices,  when a client pays online,   the payment is automatically recorded. Or, if they send the payment another way,   you can record the payment manually. Once the payment is recorded,   the retainer funds are available  to be applied to invoices.   You can add more funds to an  existing retainer like this anytime. On the retainer's page, you'll see the balance,  total funds that have been added to date,   and the total amount drawn onto invoices. You'll also see the total uninvoiced amount   for the applicable projects,  as well as how that breaks   down across time, fixed fees, and expenses. You can even click the link to see a detailed time   or expense report. This helps give context to how  the retainer balance may be applied to invoices.   When you're ready to bill your client for tracked  time, expenses, or fixed fees, you can apply those   retainer funds while creating the new invoice. At the bottom of the invoice creation page,   choose the option to draw from the retainer. Note that this is the only time you can   associate a retainer with an invoice. If you accidentally save a draft invoice   without applying retainer funds, your best  bet is to delete that invoice and recreate it,   this time drawing from the retainer. If the retainer covers the total amount,   the invoice will automatically be marked as paid. If the retainer does not cover the total amount,   you can send the invoice to your  client to pay the remaining balance.   Let's say the retainer did not cover the full  invoice amount, but you saved it as a draft.   Then, you added more funds to the retainer  and want to apply those to the invoice.   When you edit and resave an invoice  that previously pulled from a retainer,   Harvest will check to see if more  retainer funds can be applied. When you're finished with a retainer,  you can archive it to retain the   record of its activity. If it still has a balance,   you can create a retainer invoice for  a negative amount to zero it out.   Or, if you didn't end up using the  retainer at all, you can permanently delete   it as long as it has no past activity. For more information about retainers,   invoicing, and online payment, check out our  Help Center. Or, reach out to our support team.