If you want to make some adjustments to balances in BillQuick, there are several ways to handle that:
If there is a small retainer available balance that needs to be refunded:
1. Go to the Payments screen and choose the Client.
2. Check the Client/Project Retainer Available balance that you need to adjust.
3. Reverse the retainer payment by entering a negative Amount in brackets (say $0.01).
4. Apply this payment as a retainer by checking that option and clicking Save.
If there is a small invoice balance as a result of underpayment or rounding issue on an invoice:
1. Go to the Payments screen and choose the Project/Client.
2. Check the balance that you need to adjust or match.
3. To apply a write-off to the invoice that still shows a balance due, select the Write-Off Pay Method.
4. Enter a payment Amount of an equal value (say $0.01).
5. Uncheck the Hide Paid Invoices option to ensure all the invoices appear in the payment grid.
6. Apply this payment to balance the invoice amount.
If there is a small invoice balance as a result of overpayment on an invoice:
1. Go to the Payments screen and choose the Project/Client.
2. Check the balance that you need to adjust or match. You can record it as a project retainer.
3. Enter the Amount as a negative value in brackets (say $0.01).
4. Apply this payment as a retainer by checking that option and clicking Save.