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Recording Offline Retainer Payment

In cases where you have raised and sent a retainer invoice to your customer and they have made the advance payment in person or through an offline method such as a bank transfer,

  • Select the Record Payment option from the retainer invoice window.

Record Payment

  • Provide the details of the offline payment in the pop up window and select Record Payment.

Record Payment


Associating a Retainer to Invoice
Back to Retainer Invoice Overview

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