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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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