How to add Retainers Support 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 apply Trust balance on an invoice? How to apply Retainers on an invoice How to Setup Appointment Scheduler How to get Drip Marketing working How to add a new pipeline Comments 0 comments Please sign in to leave a comment.