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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
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.
Associate Agreements with Retainers
<p>Retainers can be associated with agreements in OpenAir. This is beneficial in instances where there are multiple agreements and retainers established for a customer. Users can link a specific retainer to a specific agreement. To create an agreement, users with the appropriate role privileges navigate to Account > Account > Invoices > Agreements. From the Create dropdown, select "Agreement". To associate a retainer with an agreement, navigate to Invoices > Invoices. From the Create dropdown, select "Retainer". Select a "Customer" and associated agreement. Please note that the retainer amount cannot exceed the amount of the agreement. When creating or editing
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