Help With Client Funds

I have never used the Payment to Account for Timeslips 2021 Premium.  I wanted to try to do it, but I am needing a little direction.  I have printed Nancy's handout guide for billing, but I guess I need the steps to take to get this ball rolling.  I have set the client's account up.  They will be giving a $XXXX.XX as a retainer.  The retainer will only be applied to the final bill.  1) How do I set up the PTA?  Do I enter the info under Client Funds Account Entry?  If so, is there anything within this box that I need to enter that I am missing?  Is there any more steps that need to be entered separately after setting up the client list and the client funds account entry?  Will a message automatically be applied to the invoice showing the account balance?  

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