dustindrees

Okay, I deleted the retainer and started it again. Now I see the option for All Projects. Thanks for your help Scott.

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.

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.