Please follow these steps to move a project retainer to the client level in BillQuick.
Remove the available project retainer as follows:
1. Open the Payment screen.
2. Select a project from the Project ID dropdown.
3. In the Amount field, enter a negative amount equal to your project retainer amount or available amount.
4. Click Save.
Apply the client retainer equal to the old project retainer:
1. Select a client from the Client ID dropdown.
2. In the Amount field, enter the same amount equal to the project retainer removed above.
3. Check the option ‘Apply as Retainer’.
4. Click the ‘Save’ button.
Note: This can also be done for moving a project retainer to another project, or from a client to a project.