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Budget Types

There are the following budget types:

  1. Regular. The budget of this type does not modify invoices linked to it.
  2. Retainer. The budget of this type will add Retainer Withdrawals records to each invoice or quote that spends the budget. Retainer withdrawals will use the budget money balance to cover the invoiced or quoted amount until the budget balance is spent.

You can only set the budget type when you create it. You can not change it later.