User has a project nearing the end of its life and has applied retainers to the project invoices. User also receives overpayments on the project. Is there a way to distinguish overpayments from retainers?
You can create manual invoices for overpayment amounts as placeholders, and then delete and apply them to current invoices when needed. Alternatively, you can use custom fields to distinguish between payments received as overpayments and the retainers to be used at the end of the project’s life.