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Tawnya Sutherland

Tracking Client Retainers in Quickbooks

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This question was asked at our blog today Lily...can you answer here at forum for us too?




Every once in a while I have a client ask for a bill for the retainer amount. I created a custom invoice called “Retainer Request”. When the check for the retainer comes in I apply it to this Retainer Request Invoice. I then create a Credit Memo for the retainer to apply it later to an invoice when work is complete. Is this okay to do?

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