## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ca/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Manage Retainer Invoices

### Status of a Retainer Invoice

Status | Description ——|——- **Draft** | The retainer invoice will remain in draft state until it’s sent to your customer. **Sent** | When the finalized document is sent to your customer, it’s marked as sent. **Paid** | When a payment is recorded for the retainer invoice, it is marked as paid. **Drawn** | If the entire retainer amount is refunded or applied to invoices, it’s marked as drawn. **Partially Drawn** | If the retainer amount is refunded or applied partially, it’s marked as partially drawn. **Void** | The retainer invoice becomes invalid when it’s marked as void.

* * *

### Filter Retainer Invoices

You can filter retainer invoices based on their status. Here’s how:

1.  Go to the _Retainer Invoices_ module in the sidebar.
    
2.  Click the **All Retainer Invoices** menu on top of the page.
    
3.  Select the filter type from the dropdown.
    
    ![Retainer Invoices Filter](/inventory/help/images/retainer-invoices/filter.png)

If you want to filter the retainer invoices based on certain parameters of your own, you can do it through custom views.

* * *

#### Custom Views

Custom Views can be used to filter your retainer invoices based on certain criteria that you have set. To create a custom view for the retainer invoices:

1.  Go to the _Retainer Invoices_ module in the sidebar.
    
2.  Click the **All Retainer Invoices** on top left corner.
    
3.  Select **\+ New Custom View** from the dropdown.
    
    ![New Custom View](/inventory/help/images/retainer-invoices/custom-view-1.png)
4.  Set the criteria and select the columns to display.
    
5.  If you use this custom view frequently, you can select the **Mark as Favorite** option.
    
6.  Select the users who can access this custom view.
    
7.  Click **Save**.
    
    ![Custom View](/inventory/help/images/retainer-invoices/custom-view-2.png)

The custom views get saved under the _Created by Me_ section in the filters dropdown. To delete a custom view:

1.  Click on the custom view.
    
2.  Click the **Pencil icon** next to the the custom view name.
    
    ![Edit custom view](/inventory/help/images/retainer-invoices/edit-view.png)
3.  Scroll to the bottom of the page and click **Delete**.
    
    ![Delete Custom View](/inventory/help/images/retainer-invoices/delete-view.png)
4.  Click **Yes** to confirm.
    

* * *

#### Export Current View

If you have filtered your retainer invoices, or rearranged the columns in your retainer invoices, then you can export that particular view of your retainer invoice. Here’s how:

1.  Go to the _Retainer Invoices_ module in the left sidebar.
    
2.  Click the **More icon** in the top right corner of the page.
    
3.  Select **Export Current View** from the dropdown.
    
    ![Export view option](/inventory/help/images/retainer-invoices/export-view-1.png)
4.  Select the export format and enter a password to secure your export file.
    
5.  Click **Export**.
    
    ![Export format](/inventory/help/images/retainer-invoices/export-view-2.png)

* * *

### Customize Template

You can customize the PDF template of your retainer invoice. Here’s how:

1.  Go to the _Retainer Invoices_ module in the left sidebar.
    
2.  Select the retainer invoice whose template you want to customize.
    
3.  Click the **Customize** button on the top right corner of the retainer invoice PDF. From here, you can perform various actions on the retainer invoice template.
    
    ![Customize Template](/inventory/help/images/retainer-invoices/customize-template.png)

* * *