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Other Actions for Retainer Invoices

Let’s have a look at the various actions that can be performed upon a retainer invoice in Zoho Billing.

Edit Retainer Invoices

You can edit the details of any retainer invoice. Here’s how:

You can download/print any retainer invoice as PDF. Here’s how:

Go to Sales > Retainer Invoices.
Select the retainer invoice you wish to download or print.
Click the PDF/Print icon on top of the page and click PDF to download and Print to print the PDF, from the dropdown.

You can attach files to your retainer invoice. This can be done through:

Drag & Drop: Upload files from your system (a maximum of 5 files, each of 5 MB).
Documents: Upload from the Documents folder in Zoho Billing.

To attach files to your retainer invoice:

You can create a retainer invoice in Zoho Billing with details similar to an existing retainer invoice by cloning it.

To clone a retainer invoice:

You can email any of the retainer invoices to your customers. Here’s how:

You can export all the retainer invoices in Zoho Billing in the CSV or XLS format. Here’s how:

You can delete any retainer invoice that you’ve recorded in Zoho Billing. Here’s how:

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