If you do not need to bill a client for a retainer, you can handle retainers by simply entering payments for the client when they are received. This method works fine for tracking a client's accounts receivable balance but does not track whether the client has paid the retainer or how much of a retainer has been requested. If no fees or costs are billed (or due) when the payment is entered, the client will have a credit balance.

See also:   Credit Balances on Reports