Mission Control Kosmo Campfire – Retainer Rollovers

In this session we will be looking at the Retainer Rollover feature. This is a powerful feature that supports retainer-based / managed services project invoicing that requires unused balances to be carried forward. We will cover off: – Understand the Retainer Rollover Field Settings – Understand how Retainer balances are carried over – Understand the difference between the Consumption Methods