Skip to main content
Unify Revenue

Invoices, payments, and retainers

Create and fund a retainer

Track advance client funds and the invoices created when money is added.

Reading time
4 min read
Audience
Managers and admins
Updated
Updated September 5, 2026
01

Create the retainer

  1. 1

    Open Retainers

    Go to Invoices → Retainers and choose New retainer.

    Open this page
  2. 2

    Choose a client

    Select the client and optionally scope the retainer to one project.

  3. 3

    Add funds

    Choose Add funds to create a related draft retainer invoice and ledger link. Enter the intended amount as one or more invoice lines in the editor.

  4. 4

    Review the balance

    Use the retainer detail to see the current balance, funds added, funds drawn, and uninvoiced work breakdown.

Good to know

The current interface does not provide a standalone manual draw action. Confirm the linked invoice and ledger behavior before relying on a retainer balance for external accounting.

02

Delete an unused retainer

A retainer can be deleted only when it has no financial activity. Related invoices remain part of invoice history when the product allows the retainer record to be removed.

Open this workflow in Unify Revenue

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Open retainers

Keep going

Related guides

Invoices, payments, and retainers6 min

Create an invoice from tracked time and expenses

Turn eligible project activity into a draft invoice without billing it twice.

Read next
Invoices, payments, and retainers4 min

Record and remove invoice payments

Reconcile money received outside Unify Revenue and correct payment records.

Read next