Retainer Invoice in Projects

In a business, you also undertake projects to render varied services which you will expect an advance payment to be made or a retainer amount to be paid by the customer. If you are managing your projects through the Projects module under Timesheet in Zoho books,

Creating a Retainer Invoices for a project

Before creating a retainer, create a new project or select the project you are already working on.

New Project

Retainer Invoice in Project


Applying the Retainer to Invoice

After completion of the project, an invoice should be sent to your customer for collecting the payment. Here you can create an invoice from the project module and apply the retainer collected to the invoice.

Retainer to Invoice Project

Retainer to Invoice Project

Invoice for Project

Back to Retainer Invoice Overview

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