Our business takes one wee worth of service deposits from our clients before we begin providing services and this deposit stays on file till they don't need us anymore then it goes towards the last invoice, or gets refunded.
I have set up a deferred income account to keep track of this but currently, its hard to know which clients have deposits and how much that deposit is. I am currently putting notes in their client profile but I would love to be able to see this deposit on their account without using a credit memo (it's my understanding that credit memos reduce the AR) Is there a way in qb to keep track of which clients have deposits on file with us?
