Other Actions in Retainer Invoices

Edit Retainer Invoices

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

• Go to Sales > Retainer Invoices.
• Select the retainer invoice you wish to edit.
• Click the Pencil icon on top of the page.
• Make the changes.
• Click Save.

Download as PDF

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

• Go to Sales > Retainer Invoices.
• Select the retainer invoice you wish to download.
• Click the PDF icon on top of the page.

Print Retainer Invoices

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

• Go to Sales > Retainer Invoices.
• Select the retainer invoice you wish to print.
• Click the Print icon on top of the page.

• Check the Preview and click Print.

Attach Files with Retainer Invoices

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 Books.

To attach files to your retainer invoice:

• Go to Sales > Retainer Invoices.
• Select the required retainer invoice.
• Click the Attach icon on top of the page.
• Select the desired option and attach your file(s).

Clone Retainer Invoices

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

To clone a retainer invoice:

• Go to Sales > Retainer Invoices.
• Click More > Clone.
• Review the new retainer invoice and save it.

Mail Retainer Invoices

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

• Go to Sales > Retainer Invoices.
• Select the retainer invoice you want to email to your customers.
• Click the Email icon on top of the page.
• Check the preview of the email and click Send.

Delete Retainer Invoice

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

• Go to Sales  > Retainer Invoices.
• Select the retainer invoice to delete.
• Click More > Delete.
• Click Proceed to confirm.

Export Retainer Invoices

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

• Go to Sales > Retainer Invoices.
• Click the Hamburger icon in the top right corner of the page.
• Select Export Retainer Invoices.

• Enter the necessary fields.
• Click Export.

Was this document helpful?

Yes

No

Let us know where we can improve

Enter your comments or feedback on this page

Enter your email address

Refresh

Type the characters you see in the image above

By clicking Submit, you agree to our Privacy Policy .

Submit Cancel

Submit

Submit

Thank you for your feedback!

Want a feature?

Suggest