Otherwise, select your general trust account. If you created a separate trust liability bank account, select that account now. Use the Deposit To dropdown to select a bank account. Most businesses would receive the retainer through a sales receipt: Click on the “+” icon.Īdd the retainer or deposit item you set up earlier to your Sales Receipt and set its Rate or Amount to equal the amount of money you’re receiving for this retainer or deposit. Receive a retainer or deposit from your customer
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