|5716|More|

|5717|Details|

  1. |5718|Projects|{{:dp@projectCount}}
  1. |5719|Invoices|{{:dp@invoiceCount}}
  1. |5720|Included Services|{{:dp@serviceCount}}
  1. |5721|Included Items|{{:dp@itemCount}}
|26840|This enables features such as estimates, files and enabling time tracking to this retainer|

|5722|Retainer Setup|

@CompanyName
@GLCompanyName
@OfficeName
@ClassName
@DepartmentName
@StartDate:D
@LastBillingDate:D
@FrequencyName
@NumberOfPeriods
@RemainingPeriods
@AmountPerPeriod:c
@Description
@CostPerPeriod:n
@CurrencyID
@AccountName
@InvoiceApprovedByName
@BillingManagerName
@ContactName
@IncludeLabor:yesno
@IncludeExpense:yesno
@InvoiceExpensesSeperate:yesno
@LineFormatName
@TemplateName
@LayoutName
@Active:yesno
@AvalaraTaxCode

|19627|Custom Fields|

|43948|Attachments|

  1. {{if:item.previewSquare}}
    {{:item.previewSquare}}
    {{if:}}
    {{:item.FileName}} ({{:format(item.Size,'bytes')}})

|5743|Status|

|5744|Retainer Amount Billed|
@AmountBilledRetainer:n2
|5745|Labor Gross|
@LaborGross:n2
|5746|Expense Gross|
@ExpenseGross:n2
|5747|Variance from Retainer|
@VarianceFromRetainer:n2

|5748|Profit|

|5749|Labor Net|
@LaborNet:n2
|5750|Expense Net|
@ExpenseNet:n2
|5751|Retainer Profit|
@RetainerProfit:n2
|5752|Profit from Extras|
@ProfitFromExtra:n2
|5753|Total Profit|
@TotalProfit:n2

|5718|Projects|

|5754|Currently there are no Projects for this Retainer.|
@ProjectNumber
@ProjectName
@ActualHours:n2 @LaborNet:n2 @LaborGross:n2

|19628|Edit Custom Fields|

|5719|Invoices|

|5757|Currently there are no Invoices for this Retainer.|
@InvoiceNumber
@InvoiceDate:d
@RetainerAmount2:n2 @ExtraAmount:n2 @InvoiceTotalAmount:n2

|5764|Services|

|19629|Included|

  1. {{:item.ItemName}}
|19631|No Services included|

|19632|Available|

  1. {{:item.ItemName}}
|19634|All Services included|

|5767|Items|

|19629|Included|

  1. {{:item.ItemName}}
|19635|No Items included|

|19632|Available|

  1. {{:item.ItemName}}
|19636|All Items included|

|5722|Retainer Setup|

|26841|Setup|

|26842|Billing|

|27972|This is the format used for the invoice lines created for extra amounts such as expenses when Include Expenses is unchecked.|

|26843|Retainer Settings|

|22541|Limited to 30 years. Leave this field blank or 0 if you want an infinite number of periods|
@RemainingPeriods
|22542|Can be greater than 0, 0 or less than 0|
|22543|Only used for revenue forecasting|

|5776|Mark Time as Billed|