Sales

To track work on retainer using a customer credit

There are two separate procedures you must follow to track work on retainer using a customer credit:

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



2. When there is a customer credit that can be applied to the retainer balance, follow To apply a customer credit to a retainer balance.

Related topics

• Tracking work on retainer
• To track work on retainer using an order