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Retainer for multiple projects, one client
I have a client that I need a monthly retainer for, but I work on various projects throughout the month for them. How do I allow those projects to draw against the retainer? I can’t just draw it against a retainer project, because the client needs a report of my hours on each individual project and task.
Retainers can be created for either all projects for a client or on a per-project basis. I’m not exactly sure which you’d like to do, but when creating the first retainer for a client, you can choose to assign it to all projects for that client or just to a specific project.
Once a retainer has been created, then subsequent retainers must follow the same set up (all projects or per-project) until all retainers for that client are exhausted.
I don’t see how you can assign it to all projects for a client I guess is the issue then. When I go to create a retainer, I’m forced to pick one of their projects in the dropdown, which assigns the retainer to that project only.
I tried to create a project just called ‘Retainer Block’, and then though I could invoice and still draw from it, but that doesn’t work either.
- If no retainers have been applied to any projects yet, the last option in the list will be Apply To All Projects;
- Once a retainer has been applied to a project, that project is removed from the list along with the Apply to All option;
- If a retainer has already been applied to all projects, then the client will be removed from the list.
I hope that helps!
Another thought: If you would like some more hands-on help with this, please email us at support@harvestapp.com and we can take a look at your account directly. Thanks!
Okay, I deleted the retainer and started it again. Now I see the option for All Projects. Thanks for your help Scott.