Sales

Tracking work on retainer using an order


Use this method to 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 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.

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