Retainer payments can be deleted from the Payment screen in BillQuick. Follow the steps below to delete a client or project retainer:
1. Open the Payment screen; select to View By client or project.
2. Select the ID for which you want to delete the retainer.
2. Select the ID for which you want to delete the retainer.
3. In the History (previously Previous Payments) dropdown list, you will see your retainer payment with an invoice number 0; select this payment.
4. You will see the payment details on the screen with some information grayed out. Click ‘Delete’ to remove this retainer.
Note: If you are trying to refund a portion of the retainer payment instead of deleting it, you can do so by recording a new retainer payment with Amount as a negative number.
See the KB article "How do I refund a portion of the client retainer?" for details.