Sales

Tracking work on retainer using a customer credit

Use this method to create a credit for a customer. When you're ready to bill the customer for sales activity, you'll create an invoice and then apply the customer credit to the invoice using the Settle Returns & Credits window. Use this method of tracking work on retainer if you plan to perform many activities for the customer over an extended period of time.

Please note that when you record a blank invoice to create a customer credit, your default checking account for customer receipts is debited and your Accounts Receivable account (usually an asset account) is credited.

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