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📖 Fundamentals

  • Clerk Invoices App: General
    • Managing Invoices
    • Invoice Elements
    • Invoice Statuses
    • Setting Invoice Currency
    • Time and Materials Pricing Model
    • Fixed Price Model
    • Invoice Layouts
    • Invoice Mock-up Editor
    • Invoice Localization
    • Importing Fixed Price Items from CSV/Excel
    • Retainers and Upfront Payments
    • Classic Retainers
    • Recurring Retainers
    • Mixing Pricing Models in One Invoice
    • Applying Taxes and Discounts
    • Setting Company Name, Address and Legal Info
    • Invoicing from Multiple Companies
    • Recurring Invoices
    • Custom Invoice Numbering
    • Sharing Invoices with Clients
    • Sending Invoices by Email
    • Exporting Invoices to PDF
    • Exporting Invoices to CSV/Excel
    • Printing Invoices
    • General Settings
    • Billable Time Setting
    • Jira Permissions to Access Invoices
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  1. Help Center
  2. Fundamentals
  3. Clerk Invoices App: General

Retainers and Upfront Payments

How to Work with Classic Retainers in Clerk
How to Work with Recurring Retainers in Clerk

🍿 Related Video Tutorials

If you need to work with retainers or upfront payments we support the following cases:

  1. Classic retainers. When you need to get one or multiple upfront payments for a big project. In this case, the retainer balance will be spent by multiple invoices.
  2. Recurring retainers. When you have a monthly/weekly/etc number of prepaid hours and need to charge extra if they are exceeded. The unused retainer balance is not moved to the next recurring period.

 

←
Importing Fixed Price Items from CSV/Excel
Classic Retainers
→

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Hello Clerk, Inc.
651 N Broad St, Suite 206, Middletown, DE 19709, USA