Hi

We always send a 20% retainer before delivering our goods. 

I have looked around but without any results to find an option where I can convert an estimate to a retainer, like when converting an estimate to an invoice.

The problem when converting to a retainer is that none of the items are converted, it is just a free text box under description and you need to fill in the amount manually.

I know there is an option to add a certain percentage, but then you also need to add a gateway. We are not using any of those gateways and have no need for it. Why is the gateway mandatory?

So why not have the same options when converting to a retainer as when converting to an Invoice?

Another questions regarding the Retainer template. I would like to remove the "Balance due" and only have the "To pay" on the retainer invoice. Balance due to our private clients sounds like they have missed a payment. Why do you have the template looked with no chance for us user to change it it too our needs?

Thanks in advance

Tomas