Billing work to a retainer
In order to apply your time or expenses to a retainer in TimeCache,
you need to activate the retainer status for the time or expense
entry.
You toggle the retainer status of an entry (on or off) by clicking
the +/- marker at the right end of the entry in the Daily Log and
choosing Apply to retainer or
Don't apply to retainer from the
contextual menu that appears. In the Job Sheets panel,
Option-clicking an entry's +/- marker allows the same
changes.
The charges applied to a retainer are not shown in the Daily Log
totals (or a Job Sheet's totals). The entries appear in italics to
help you remember that they are being billed to a retainer.
TimeCache does not check Daily Log entries to make sure there is a
retainer to bill against, so be sure you have a retainer to apply
an entry to before doing so.
Apply to retainer by default
When you create or edit a billing category, you can set its default
status to Apply to retainer. When you
do so, all new Daily Log entries that use this billing category
will be applied to a retainer. You can deactivate retainer status
for such an entry individually on the Daily Log or after it has
been posted, on its Job Sheet.
|
Previous Next Up to "Retainer
billing"
|