Automatically add a retainer to every estimate
Hi all,
I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send.
So far I haven't been successful, does anyone know of a way to do this?
Thanks,
Topic Participants
Simon Grimley
Leela Varshini Prakash
Nik
Shireen Farhana
Arvind Kumar
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