How do I move a previously entered client retainer to a specific project in BillQuick?
You can change client retainer into a project retainer in the following way:
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Read these steps:
1. Refund the amount of client retainer by creating a negative entry in the Payment screen and checking 'Apply as Retainer'.
Note: In BillQuick 2013, you may be prompted to write a check for this retainer refund.
2. Apply the client retainer to the desired project. In the event there are multiple phases, you can either apply the entire amount of the retainer to one phase or manually split the retainer with multiple entries.
Note: You cannot apply retainers to a main project. You must apply retainers to the phases and not the parent project.
3. When done, you can see a snapshot of the client history showing the retainer credited to the project.