Help and Support » Guides » User Guide » Modules » Retainers » Close Period

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Close Period

Struggling to manage contracts & ongoing services?

Lock your Retainer Period to prevent any future allocations from being placed against it, helping to keep your recurring contract periods up to date.

Using this guide, you can:


Close Period

Generating an Invoice for a Period doesn't necessarily Close the Period from future allocations. This Closed status will lock the Period out, and prevent any future allocations from being placed against it.

Manually ensure that no more time is allocated or removed from this period. 

To close a period, return to the main Retainer page, and use the three-dot icon next to the Period name to set it as Closed.  

Close Period2Once closed, if the period has no allocations, you should be able to reopen it.

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