Record a client payment & set your fee
Log money coming in from the client and track escrow.
- 1Open the project and go to the Billing the client tab.
- 2Set your Contractor fee rate (cost-plus %) - click the percentage to edit it.
- 3Click Record Payment. A window pops up.
- 4Enter the date, amount, method, and memo. Mark it a retainer/deposit if applicable, and check Entered in QuickBooks if you've logged it there.
- 5Click Add.
On the ledger, the QB badge on each row is a one-click toggle - check off "entered in QuickBooks" any day without opening edit.