Discussions
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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Setting up Retainers
<p>We'd like to use the OA Retainer functionality, however there is one thing blocking us - the ability to invoice for a retainer payment. </p><p>I am not sure if this is an OA functionality question or a business practices question. Any time I ask a client for money, they want an invoice. However there is no way in OA to invoice and have that payment go into a Retainer. The system assumes (I believe) that we asked the client for money and they gave it to us without an invoice, then we put it in OA as a retainer. Then
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