Sales

To apply a customer credit to a retainer balance

The Sales Register window - Returns & Credits view should be displayed.

  1. Select the customer credit you want to apply to the retainer balance, then click Apply to Sale. The retainer amount you entered when you created the invoice for the retainer payment appears in the Credit Amount field.


  2. In the scrolling list, click the Amount Applied field for the invoice you created for the retainer payment. The amount displayed in the Total Due field appears, or if the amount in the Total Due field is greater than the retainer amount, the retainer amount appears.


    If you're applying an amount that is less than the full retainer amount, click the Credit Amount field to adjust the total amount being credited.
  1. Click Record. The customer's retainer amount is reduced. If any amount remains, the customer's credit isn't fully applied; the remaining amount can be applied to other invoices, now or at some time in the future.


  2. If the customer credit still exists, follow steps 1 through 3 each time you want to bill the customer.


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