Easily Insert Dropdown Menu Fields from the Retainer For Attorney

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A step-by-step instructions on how to Insert Dropdown Menu Fields from the Retainer For Attorney

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How to Insert Dropdown Menu Fields from the Retainer For Attorney

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Assalamualaikum, In this video, Ill show you, how to create a drop-down list in a fillable PDF form using docHub Pro. lets get started. firstly make this form fillable. go to the tools menu and click the prepare form. remove the automatic field. draw the drop-down list. go to properties double click on the field. option, give the item name. go to preview, and check the drop-down list. I hope you enjoyed this video please subscribe to my channel. like comments and share thanks for watching.

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How do I apply a customer deposit to an invoice in QuickBooks?

Step 2: Add a deposit to an invoice Go to Get paid pay or Sales, then select Invoices (Take me there). Find the invoice you want to add a deposit to, then select Edit ✎. Enter the amount in the Deposit field. From the Deposit to ▼ dropdown menu, select Payments to deposit or Undeposited funds. Select Save and close.

How do I record a retainer payment?

How should the legal retainer be booked in your accounting system? Book the Retainer in Prepaid Expenses. As future invoices come in, there are two options: Debit against the Retainer. TIP: Get solid invoices from your Law Firm, including hours, work completed.

How do I enter retention in QuickBooks?

Withholding retainage from an invoice: Click the + symbol located at the top of the screen. Select Invoice. Select your customer. Fill out the remaining fields of the invoice, including the purchased line items. On the next available line of the invoice, select Retainage from the Product/Service column.

How do I enter entries in QuickBooks?

Add a journal entry Go to the Company menu and select Make General Journal Entries. Fill out the fields to create your journal entry. Make sure your debits equal your credits when youre done. Select Save or Save Close.

How do I enter a retainer in QuickBooks?

Option 2. Invoice customers for deposits or retainers Select + New. Select Invoice. Select the Customer name from the dropdown list. In the Product/Service column, select the Retainer or Deposit item you set up. Enter the amount received for the retainer or deposit in the Rate or Amount column. Select Save and close.

How do I record a retainer refund in QuickBooks?

To issue a refund: From the Customers menu, select Create Credit Memos/Refunds. From the Customer:Job drop-down list, select the customer or job. In the Detail section, select the Upfront Deposit item you created from the Item drop-down list. Enter the amount to be refunded in the Amount field. Select Save and close.

How do you record retainer fees in accounting?

How should the legal retainer be booked in your accounting system? Book the Retainer in Prepaid Expenses. As future invoices come in, there are two options: Debit against the Retainer. TIP: Get solid invoices from your Law Firm, including hours, work completed.

How do I enter customer deposits in QuickBooks desktop?

Option A: Enter upfront deposits or retainers as line items Open the customer invoice. In the Detail section, on the next available line, select the Upfront Deposit item you created from the Item drop-down list. Enter the amount of deposit to be applied to the invoice in the Amount column. Select Save and close.

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Insert Dropdown Menu Fields from the Retainer For Attorney