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Send Clients Retainer Live Balance

Feature Requests

Hi there, would be great if we can send clients their live retainer balance. Currently, when I try to send the retainer it shows the full amount initially paid towards the retainer, but not reflecting the amount used from it. I would like to be able to send them a clear record of this so that they can track how much remains from their retainer. I know other designers would appreciate such feature very much as well.

Posted by Alaa Yassin ·
1 comment

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Comments1

  • Michelle Martel Interiors

    •

    Oct 8

    I would find this helpful as well. I see this request was made in 2022 and I find it relevant still in 2026 and wish it was a viewable option on the client’s side.