Tracking work on retainer using an order

Sales Overview > Tracking work on retainer > Tracking work on retainer using an order

Using this method, you'll 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 all at once.

Please note that when you create an order to record the retainer amount, your default chebank account for customer receipts is debited and your linked account for customer deposits (usually a liability account) is credited.

Click below for the step-by-step procedure:

To track work on retainer using an order