Create an Escrow Account

How to add funds to a payer account

To collect retainer fees or to create an escrow account you'll need to start in the Corporation or client level. Go to Corporation or Client and select an account.  Scroll to the bottom, select escrow/credit.  

Click Add to Credit/Escrow.  A pop-up will appear.

Enter the date, amount received, mode of payment (required) and any comments about the funds (optional).

Click Save.

You can apply the credit to an invoice in the billing module.

Tip: If you don't see the billing section in the Corporation or Client module, check your settings to see if you have been granted access to that module.