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aside from setting up your retainer template before sending out your retainer agreement to your client you can go ahead and assign values to your billing or retainer schedule page so to do that just navigate to the main menu you will then be redirected to cases or just click on cases go to prospects [Music] select the case that you want to work on and then go to the billing tab [Music] in the billing tab go to the retainer schedule and then you can go ahead and get started with adding values so just click on create retainer schedule enter the amount so for example you want this payment to be made immediately so go ahead and navigate to immediately from the drop down menu over here you can also add a tax rate a specific date for the payment or when you want the payment to be made and a description for the payment as well so for this example lets say this is the initial deposit [Music] after adding in all the details you can go ahead and click on save schedule if you remember we have di
