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Client balances
A client recently overpaid me (a good problem), and she has a retainer with me. How can I check to see the balance I have on hand – in other words, a report showing both the overpayment and the retainer?
When an invoice is overpaid, the Amount Due will become a negative amount to indicate a credit to the client. For example, Amount Due: -$40 means that the client has a $40 credit.
By adding the credit amount from the invoice to the remaining retainer balance shown for the client under Invoices > Retainers, you can determine the total amount of funds that the client has on deposit with you.