Other Actions


There are times when the product or service you render might get canceled or stopped due to various reasons. As a business owner, you will have to fully or partially refund the amount paid as retainer in accordance with your business policies. In this case, you can always record the refund made in your Zoho Books account.



Fields Description
Refunded On The date on which the refund was made.
Payment Mode Choose from different options to record the mode of payment either by cash, bank transfer or through online payments.
Reference Quick reference to the refund made.
Amount The amount to be refunded to your customer.
From Account Select the account from where the refund was made, either from cash accounts or bank accounts in the banking module.

Refund Adjustment

Refund Detail

Cloning your Retainer Invoice

You can create a duplicate of an existing Retainer Invoice in Zoho Books.

There are situations where you would just want to create a duplicate of your retainer invoice to send to your customer. You can do that by following the steps below.

Clone your invoice

Back to Retainer Invoice Overview

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