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?