To record a retainer payment from a customer as an order

The Sales window should be displayed. (To find the Sales window)

1. Click the arrow in the upper left corner of the Sales window and select Order.



2. Enter the name of the customer who has paid you a retainer amount in the Customer field.



3. Without entering any line items, enter the retainer amount in the Paid Today field.



4. Click Record. A message will ask if you want to record a transaction with so little information.



5. Click OK.

Related topics

• To apply a customer payment to a retainer recorded as an order