How to add Retainers Harsimran Singh April 03, 2019 19:53 Updated Follow Go to the Accounts. Open the Operating account. Click on the Add Transactions button Enter in the amount you would like to apply, select client and matter. Click on Record Transaction. Related articles How to add Trust payments How to apply Retainers on an invoice How to configure the Create Person action How to create tags for contacts? Comments 0 comments Please sign in to leave a comment.