## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/bh/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Manage Retainer Invoices

## Status of Retainer Invoice

Let us have a look at the various statuses of retainer invoices.

Status

Description

**Draft**

Retainer Invoice will be in **Draft** status when it is created.

**Sent**

Once the retainer invoice is sent to your customer, it will be in the **Sent** status.

**Paid**

If payment for the Retainer Invoice is recorded, the status will be **Paid**.

**Drawn**

If the Retainer Invoice amount is refunded, the status will be **Drawn**.

**Pending Approval**

If you have enabled Transaction Approval and this retainer invoice is yet to be approved, then the status will be **Pending Approval**.

**Approved**

If you have enabled Transaction Approval and this retainer invoice is approved, the status will be **Approved**.

**Partially drawn**

If the amount is partially refunded, the status will be **Partially Drawn**.

**Drawn** 

If the amount is fully refunded, the status will be **Drawn**.

**Void**

If you mark the retainer invoice as void, the status will be **Void**.

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## Filter Retainer Invoices

You can filter retainer invoices based on their statuses. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Click the **All Retainer Invoices** dropdown on top of the page.
*   Select the type of retainer invoice you wish to filter.

![Filter Retainer Invoice](/books/help/images/retainer-invoice/all-ri-filter.png)

If you want to filter the retainer invoices based on certain parameters of your own, you can do it through [custom views](/bh/books/help/retainer-invoice/manage-retainer-invoice.html#custom-view-ri). 

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## Custom Views

You can create custom views to filter retainer invoices based on criteria you set. Learn more about [Custom Views](/bh/books/help/settings/customization/custom-views.html).

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## Sort Retainer Invoices

You can sort the retainer invoices based on their different columns or fields. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Click the column which you want to sort.
*   The sorting can be done based on ascending or descending order (indicated by the arrow). Click the field again to change the sorting order.

![Sort Retainer Invoices](/books/help/images/retainer-invoice/sort.png)

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## Rearrange Columns

  In the retainer invoices module, you can choose the fields to be displayed in the main page. You can also rearrange the columns or fields in the same page. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Click the **Table** icon in the left side of the page.
*   Select the fields that you want to display.
*   Rearrange the order of the columns by dragging and dropping the icons next to them.
*   After making the changes, click **Save**.

![Rearrange Retainer Invoices](/books/help/images/retainer-invoice/rearrange.png)

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## Export Current View

If you have [filtered](/bh/books/help/retainer-invoice/manage-retainer-invoice.html#filter-ri) your retainer invoices, or [rearranged](/bh/books/help/retainer-invoice/manage-retainer-invoice.html#rearrange-column-ri) the columns in your retainer invoices, then you can export that particular view of your retainer invoice. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Current View**.

![Export Custom View Retainer Invoices](/books/help/images/retainer-invoice/export-cust-view.png)

*   Select the format for export under **Export As** and enter a **Password** to secure your export file.
*   Click **Export**.

![Export Custom View Retainer Invoices](/books/help/images/retainer-invoice/export-cust-view-2.png)

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## Refresh List

You can refresh the list of your retainer invoices. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Click the **More** icon in the top right corner of the page.
*   Click **Refresh List**.

![Referesh List](/books/help/images/retainer-invoice/refresh-list.png)