Setting up for retainer billing
The first thing you need in order to use TimeCache's retainer billing facilities is a retainer billing category. This is the category you'll use to record any retainer payments or arrangements for payment. For example, if your retainer agreement with a client calls for a $2,000.00 monthly payment, each month you'll want to create a Daily Log entry that uses your retainer billing category. In the amount column for that entry, you'll enter $2,000.00.

The retainer billing category can be named whatever you like, and you can have more than one retainer billing category so long as they have unique names. You can change the default "R" that TimeCache uses to designate a retainer in the Daily Log, Job Sheets and reports and invoices on the Abbreviations panel of TimeCache Preferences.

Once you have recorded a retainer amount for a project/matter, you can start billing against it by applying other Daily Log entries to the retainer. Use a billing category that has been set to Apply to retainer by default, or use any other billing category and set entries to apply to retainer in the Daily Log.