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How do I set up a retainer in FreshBooks?
If you are a freelancer or small business owner, setting up a retainer in FreshBooks can be a great way to ensure that you are getting paid regularly and on time. A retainer allows you to set up a recurring payment schedule with your clients, so that you can be sure that you are getting paid for the work that you do. Setting up a retainer in FreshBooks can also help you to keep track of your finances and make sure that you are getting paid for all of the work that you do.
Grace Everwood
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Freshbooks
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Go to [https://www.freshbooks.com/](https://www.freshbooks.com/) and log in to your FreshBooks account.
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Click on the "Clients" tab at the top of the page.
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3
Select the client you would like to set up a retainer for.
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Click on the "Retainers" tab on the left side of the page.
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Click on the "Create Retainer" button.
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Enter the retainer details, such as the name, description, and amount.
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Select the frequency of the retainer from the drop-down menu.
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Click on the "Create Retainer" button at the bottom of the page.
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