Zoho Invoice

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Retainer Invoice Preferences

In the Preferences section, you would be able to assign default terms and conditions and notes to your customers. Also, you can add additional fields to your credit notes by using our Custom Field option.

Terms & Conditions and Customer Notes

 

Retainer Preferences

Retainer Preferences

Alternatively, you can also click the Gear icon on the top-right corner and choose Preferences > Retainer Invoices to access the preferences of the Retainer Invoices.

Retainer Preferences

Custom Fields

You can make use of the Custom Field option to add additional info to your retainer invoices.

To create a custom field:

Custom Fields

Custom Fields


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