Retaining fee
Posted by Mikhail Sergievskiy (AIT) on 21 October 2014 01:44 PM

Q: I have a client for whom I do short jobs; to avoid frequent invoicing and small bank transfers, he simply pays me a sum in advance. As I do jobs, I credit the advance fee till it is gone and then he sends me more money. 

Can I account for such an arrangement in TO3000? Thanks for your ideas!

A: To implement the scheme in question you can add payments from your client at the Client - Payments tab,
then gradually add the jobs you do for the client to the jobs list at Project - Client Jobs.

After you create the job you can create an invoice for that job at Client - Invoices - New. 
After the invoice is created, proceed to Client - Payments, open the payment you've added upon receiving the advance from your client, choose the "Linked with invoices" tab and link the payment to your invoice.
Click OK to confirm changes.

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