How to take a retainer payment


I have a customer, he’s basically added money upfront into my account to act as a retainer,

How do I give him something to show he’s paid towards his future invoices,

At the moment, if I give him a credit invoice then it adds money to his balance despite his balance being updated, once the direct debit has gone through

best wishes,

There may be a better way of doing it, but if you were to send a statement, that would show the money coming in I believe.

Sales > Clients > Select Client > View… > Statement

If there’s a better way, I’m sure someone will respond shortly, but in the mean time, I hope this helps!

Thank you, how do I can my logo size on the statement?

That’s a very good question. I was hoping I could answer this with a css edit throigh the template editor, but I can’t seem to find it. Hopefully @Glenn may be able to help?

The screenshot is for a payment receipt (not currently available in PDF) rather than the statement. The statement logo size however assumes the same size set within the invoice customisation area.