Hello,
I am trying to reduce the client funds account by $1000 for a certain client so that the balance correctly shows to date.
And I am hoping someone might be able to give me a quick how to.
For example under client info-client funds tab John…
I'm trying to enter a flat fee amount for a client but must be doing something wrong because the flat fee amount adds on each month instead of being a one-time charge. Can someone please help me?