Editing Retainer Start Date

You can change the start date of a retainer but it will change the start date for all instances, even those in the past/present. Our recommendation is to create a new retainer. This way you will avoid any unintended side effects. 
As far as retainer invoices go, already existing invoices will be unaffected by the date change, but new invoices will have the new date. This could be problematic if you edit an existing retainer because there would be a duplicate for the month in which the retainer was updated. For example, let's say it's currently March 3rd, and you create a monthly retainer that starts on Feb 1. An invoice for Feb 1 and March 1 will be created. Then, suppose you edit the retainer to start on Feb 8th. In this case, the invoices for Feb 1 and March 1 will remain, but there will be a new one created for Feb 8, and then another one will be created on March 8.

In summary, you can change the start date of a retainer, just be aware of the side effects.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.