Help and Support » Guides » User Guide » Modules » Retainers » Edit a Retainer

Edit Retainers

Struggling to manage contracts & ongoing services?

Keep your Retainer details up-to-date and easily change your Retainer templates with the click of a button.

Using this guide, you can:

Edit your Retainers

Edit your retainer to update the basic details of the retainer, as well as the period template which is used to build new periods.

The process of editing a retainer is identical to adding a retainer. Please see Add a Retainer for more details.

Note - Changes you make to the Retainer template are not retroactive. If you edit the period template, existing periods will not be changed, it will only change periods moving forward.

To edit your Retainer:

  1. View the Retainer you wish to Edit.

  2. Click the Edit button in the menu bar and choose Edit Retainer.

Edit Retainer

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