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Back to Retainer Invoice Overview

Reports

Retainer Invoice Details

Generate a report showing a quick summary of the retainer invoices you created, unused retainers and the invoices to which they were applied for a selected date range. The report can be sorted by the status of the retainer invoice.

Retainer Invoice Detail


Payments Received

Generate a report showing a quick summary of only the retainer payments received from your customer with details including unused amount and the payment method.

Payment Received


Refund History

Generate a report showing a quick summary of the refunds given from the retainer payments made by the customer for a selected date range.

Retainer Refunds


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