Zoho Inventory

Help Docs

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

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
  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

The custom views get saved under the Created by Me section in the filters drop-down. 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
  3. Scroll to the bottom of the page and click Delete.

    Delete Custom View
  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 Hamburger icon in the top right corner of the page.
  3. Select Export Current View from the drop-down.

    Export view option
  4. Select the export format and enter a password to secure your export file.

  5. Click Export.

    Export format

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

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