A retainer is client money available to apply to invoices. It is separate from a case budget.
Open Retainers to view Client Retainers across permitted cases, or use the Client Retainer widget within a case. Search by case and inspect the balance, latest top-up, and history.
With Manage Retainers permission, use the available edit control to adjust an eligible manual entry's Amount or Note and choose Save Changes. Delete is irreversible, so verify the record before confirming. Invoice-linked deductions are locked and cannot be edited or deleted directly in retainer history.
Open the invoice's Record Payment form and use Apply from Retainer. The amount is limited by both available funds and the invoice balance. Review the resulting invoice and retainer history.
Adding funds records a receipt; it does not itself move money through a bank. A budget authorizes work, while a retainer tracks funds received. Increasing one does not automatically increase the other.
The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.