video1.0<iframe src="https://www.loom.com/embed/ea710811fee841d39954dccf3a8e0115" frameborder="0" width="1894" height="1420" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14201894Loomhttps://www.loom.com14201894https://cdn.loom.com/sessions/thumbnails/ea710811fee841d39954dccf3a8e0115-6d048f794931c209.gif405.85In this video, I walk you through the process of entering a retainer payment from a client, which is crucial for starting work on a project. I demonstrate how to request a retainer via email, record the payment in the Accounting tab, and ensure the transaction totals are accurate. I also explain how to apply the retainer payment to a proposal or invoice once the project is ready. Please take note of the steps outlined and ensure you follow them when handling retainer payments in your projects.