If you have received a retainer from your client and you would like to add it to the case file please follow the below steps. 

1. Click on the Billing and Expenses tab inside the case file. 

2. Click Add Credit/Payment. 

3. Fill out the requested fields. 

4. After filling in the information hit submit and the credit/retainer will populate into the "Payments" tab of the Billing and Expenses section. As the user invoices items, their cost will be taken away from this retainer. It will be reflected in the Payments section and on the final invoice.