Sales

To track work on retainer using an order

There are two separate procedures you must follow to track work on retainer using an order:

  1. When the customer makes a payment to serve as a retainer, record the retainer amount as an order. (To record a retainer payment from a customer as an order)


  2. When you're ready to bill the customer for activities you've performed follow To apply a customer payment to a retainer recorded as an order.


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