How do I refund a credit to a customer?
We receive retainers on some jobs. I just enter them by "Receive Payment" and it shows as a credit on that job. When the job is completed if there is still a credit then I return it by writing a check to the client (job) and apply it to the Accounts Receivable account. I then to go the customer (job) and receive payment and apply the discount/credit for the check written. This process is subtracting from my AR balance on my Chart of Accounts page. Not sure if I should just be applying to a different account rather than AR? This is a process I have been following that I found on Quickbooks help.