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MKT22191
Level 3

Retainer entry and discount on an invoice

Hello!

 

I have been using retainers for payments received from customers (when creating an invoice, I enter a retainer as negative balance), as our company receives payments before delivering the products. 

 

I came across an invoice with a discount.  When I followed the exact same way above, QBO warning said I cannot have a discount more than a balance on the invoice.  

 

How do I property enter the retainer in this scenario?

Thank you!

Solved
Best answer August 15, 2020

Best Answers
Rustler
Level 15

Retainer entry and discount on an invoice

enter the retainer first, then if there is a balance left, use the discount

you can not have an invoice with a balance due of less than zero

View solution in original post

2 Comments
Rustler
Level 15

Retainer entry and discount on an invoice

enter the retainer first, then if there is a balance left, use the discount

you can not have an invoice with a balance due of less than zero

View solution in original post

MKT22191
Level 3

Retainer entry and discount on an invoice

@Rustler Thank you very much!  

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