{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/8545c8c5aae54eadb3960a60e8b9fb22\" frameborder=\"0\" width=\"1894\" height=\"1420\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1420,"width":1894,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1420,"thumbnail_width":1894,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/8545c8c5aae54eadb3960a60e8b9fb22-972e121cdfe7e1cc.gif","duration":504.617,"title":"Enter a Retainer Payment","description":"This Loom explains how to enter and apply a client retainer payment in a project system. It first shows requesting a retainer from the project Deposits tab by clicking Request retainer email, entering the requested amount, and sending the email to record the request under the project. It then walks through entering the received retainer in Accounting under Cash Receipts by adding a cash receipt for the project, selecting the retainer line, entering the received amount (for example retainer 3,500 in the walkthrough), and ensuring the difference totals to zero before saving and posting. Finally, it covers applying the posted retainer to a proposal or invoice by adding a cash receipt move-to entry with a minus retainer amount and adjusting the destination line so the difference returns to zero, then posting to show it on the proposal total and in the general ledger."}