In this article you will learn how to access the Retainer report and review a breakdown of deposits, orders, and remaining balance in your retainer.
Log In to your account > Click Admin > Reports >
Click on Retainer > Set the desired parameters > Click Show or Export
Step by Step Instructions
First Things First: Log In to Your Account.
Once you click "Admin" you'll be taken to your Dashboard. Click on the Reports tab.
You will be taken to a list of available reports. Click on Retainer.
Next, set the parameters of the dates you want the report to cover (e.g. weekly, monthly, quarterly, annually) by adjusting the Start Date and the End Date of the filters.
Once you've selected the parameters of the report, click Show to view it.
Your report will load below the search parameters.
You can adjust your search parameters and reload different versions of the retainer report for different periods of time.
If you have more questions, please tell us how we can improve and clarify this topic by commenting below. You can also submit a Support Ticket for more assistance.