Tracking work on retainer using an order

Sales > Making sales > Tracking work on retainer > Tracking work on retainer using an order

Using this method, you'll create an order for the customer. When you're ready to bill the customer, you'll convert the order into an invoice.

Use this method of tracking work on retainer if you plan to record the entire retainer amount all at once.

Please note that when you create an order to record the retainer amount, your default checking account for customer receipts is debited and your linked account for customer deposits (usually a liability account) is credited.

Step by step
To track work on retainer using an order


Copyright 2002 MYOB Limited