How are retainers supposed to be handled in ArchiOffice/EngineerOffice so that they are correctly reflected in the invoice? User doesn't see retainers in the project balance on the invoices being generated.
The key here is whether a retainer gets recorded against an invoice or a project in ArchiOffice. If you record the retainer against a project (by switching between the invoice and project option on the Projects>Billing>Transaction screen), then you have to set the invoice to ‘Show Project Balance’ (found on the Projects>Billing>Options>Invoice Format screen). If you don’t change this option, then the invoice ONLY shows invoice totals.
Note: If you are syncing with QuickBooks and apply the retainer to a project and not an invoice, you will need to manually enter the retainer in QuickBooks as well. Only retainers applied to an invoice get transferred to QuickBooks.