Sales

To record a retainer payment from a customer as an invoice

The Sales window should be displayed.

1. Create a blank invoice for the customer who paid you the retainer amount. Click the arrow in the upper left corner of the Sales window and select Invoice, if necessary.



2. Enter the customer's name in the Customer field. Don't make any more entries, except those described in the following steps.



3. Enter the retainer amount paid to you by the customer in the Paid Today field of the sale.



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



5. Click OK.



6. When you've performed activities for the customer and you're ready to bill for them, use the Sales window to record an invoice as you usually do.

Related topics

• Tracking work on retainer
• To apply a customer credit to a retainer balance