(@RetainerID) @Title

|27173|More|

|27174|Details|
  1. |27175|Work Settings|
  2. |27458|Team|
  3. |27176|Assignments|
  4. |27768|Estimate|
  5. |27178|Specs|
  6. |27179|Files|
  7. |27180|Deliverables|
  8. |27181|Transactions|
  9. |27182|Projects|{{:dp@projectCount}}
  10. |27183|Invoices|{{:dp@invoiceCount}}
  11. |27184|Included Services|{{:dp@serviceCount}}
  12. |27185|Included Items|{{:dp@itemCount}}
  13. |27618|Burn Chart|
|27187|This enables features such as estimates, files and enabling time tracking to this retainer|

|27188|Retainer Setup|
@CompanyName
@GLCompanyName
@OfficeName
@ClassName
@StartDate:D
@LastBillingDate:D
@FrequencyName
@NumberOfPeriods
@RemainingPeriods
@AmountPerPeriod:n
@Description
@CostPerPeriod:n
@CurrencyID
@AccountName
@InvoiceApprovedByName
@BillingManagerName
@ContactName
@IncludeLabor:yesno
@IncludeExpense:yesno
@InvoiceExpensesSeperate:yesno
@LineFormatName
@TemplateName
@LayoutName
@Active:yesno

|27212|Custom Fields|

|27213|Status|
|27216|Retainer Amount Billed|
@AmountBilledRetainer:n2
|27217|Labor Gross|
@LaborGross:n2
|27218|Expense Gross|
@ExpenseGross:n2
|27219|Variance from Retainer|
@VarianceFromRetainer:n2

|27220|Profit|

|27221|Labor Net|
@LaborNet:n2
|27222|Expense Net|
@ExpenseNet:n2
|27223|Retainer Profit|
@RetainerProfit:n2
|27224|Profit from Extras|
@ProfitFromExtra:n2
|27225|Total Profit|
@TotalProfit:n2

|27226|Summary|
 
|27227|Amount|
|27228|Hours|
|27973|Retainer|
@RetainerAmount:n2
@RetainerHours:n2
|27242|Project|
@ProjectAmount:n2
@ProjectHours:n2
|27974|Remaining|
@RemainingAmount:n2
@RemainingHours:n2
 
|27227|Amount|
|27975|Unbilled|
@UnbilledAmount:n2
|27232|Billed|
@AmountBilledRetainer:n2
|27220|Profit|

|27234|Recent Conversations|
|27235|There are currently no conversations for this retainer|
  1. {{:item.Subject}}
    {{:item.AddedByUserName}}
    {{:format(item.DateUpdated, 'DT')}}
    {{if:item.UnreadCount === 0 }}
    {{:formatValue('count', item.ReplyCount,' Replies')}}
    {{else:}}
    {{:formatValue('count', item.UnreadCount,' Unread')}}
    {{if:}}
    {{:item.Subject}}
    {{:item.AddedByUserName}}
    {{:format(item.DateUpdated, 'DT')}}
    {{:format(item.Notes, 'flex')}}
|27238|There is currently nothing happening on the project linked to this retainer|
  1. {{:item.ActionDate}}
      {{for:item.Feeds:feed}}
    • {{:feed.Comments}}
      By {{:feed.ActionBy}}
      {{:format(feed.ActionDate, 't')}}
      {{:feed.Comments}}
      By {{:feed.ActionBy}}
      {{:format(feed.ActionDate, 't')}}
      • {{for:}}

|27240|Profit Summary|

|27213|Status|
|27216|Retainer Amount Billed|
@AmountBilledRetainer:n2
|27217|Labor Gross|
@LaborGross:n2
|27218|Expense Gross|
@ExpenseGross:n2
|27219|Variance from Retainer|
@VarianceFromRetainer:n2

|27220|Profit|

|27221|Labor Net|
@LaborNet:n2
|27222|Expense Net|
@ExpenseNet:n2
|27223|Retainer Profit|
@RetainerProfit:n2
|27224|Profit from Extras|
@ProfitFromExtra:n2
|27225|Total Profit|
@TotalProfit:n2

|27182|Projects|

|27241|Currently there are no Projects for this Retainer.|
@ProjectNumber
@ProjectName
 @ActualHours:n2 @LaborNet:n2 @LaborGross:n2

|27244|Edit Custom Fields|

|27183|Invoices|

|27248|Currently there are no Invoices for this Retainer.|
@InvoiceNumber
@InvoiceDate:d
 @RetainerAmount2:n2 @ExtraAmount:n2 @InvoiceTotalAmount:n2

|27253|Services|

|27254|Included|
  1. {{:item.ItemName}}
|27256|No Services included|

|27257|Available|
  1. {{:item.ItemName}}
|27259|All Services included|

|27260|Items|

|27254|Included|
  1. {{:item.ItemName}}
|27261|No Items included|

|27257|Available|
  1. {{:item.ItemName}}
|27262|All Items included|

|27188|Retainer Setup|

|27263|Setup|

|27460|The Retainer ID is a unique system number|

|27265|Billing|

|27976|This is the format used for the invoice lines created for extra amounts such as expenses when Include Expenses is unchecked.|

|27270|Retainer Settings|

|27272|Limited to 30 years. Leave this field blank or 0 if you want an infinite number of periods|
@RemainingPeriods
|27273|Can be greater than 0, 0 or less than 0|
|27274|Only used for revenue forecasting|

|27275|Mark Time as Billed|

|27461|Schedule Settings|