Other Actions in Retainer Invoices

Edit Retainer Invoices

You can edit the details of any retainer invoice. Here’s how:

• Go to Sales on the left sidebar.
• Navigate to the Invoices tab at the top and select Retainer Invoices.
• Select the retainer invoice you wish to edit.
• Click the Edit icon at the top.
• Make the required changes.
• Click Save.

Download as PDF

You can download any retainer invoice as a PDF. Here’s how:

• Go to Sales on the left sidebar.
• Navigate to the Invoices tab at the top and select Retainer Invoices.
• Select the retainer invoice you wish to download.
• Click the PDF icon on top of the page.

Print Retainer Invoices

You can print the details of any retainer invoice. Here’s how:

• Go to Sales on the left sidebar.
• Navigate to the Invoices tab at the top and select Retainer Invoices.
• Select the retainer invoice you wish to print.
• Click the Print icon at the top.
• Check the Preview and click Print.

Attach Files with Retainer Invoices

You can attach files to your retainer invoice. This can be done through:

• Drag & Drop: Upload files from your system (a maximum of 10 files, each of 10 MB).
• Documents: Upload from the Documents folder in Zoho ERP.

To attach files to your retainer invoice:

• Go to Sales on the left sidebar.
• Navigate to the Invoices tab at the top and select Retainer Invoices.
• Select the required retainer invoice.
• Click the Attach icon on top of the page.
• Select the desired option and attach your file(s).

Clone Retainer Invoices

You can create a retainer invoice in Zoho ERP with details similar to an existing retainer invoice by cloning it.

To clone a retainer invoice:

• Go to Sales on the left sidebar.
• Navigate to the Invoices tab at the top and select Retainer Invoices.
• Click the More icon and select Clone.
• Review the new retainer invoice and save it.

Mail Retainer Invoices

You can email any of the retainer invoices to your customers. Here’s how:

• Go to Sales on the left sidebar.
• Navigate to the Invoices tab at the top and select Retainer Invoices.
• Select the retainer invoice you want to email to your customers.
• Click the Email icon on top of the page.
• Check the preview of the email and click Send.

Delete Retainer Invoice

You can delete any retainer invoice that you’ve recorded in Zoho ERP. Here’s how:

• Go to Sales on the left sidebar.
• Navigate to the Invoices tab at the top and select Retainer Invoices.
• Select the retainer invoice to delete.
• Click the More icon and select Delete.
• Click Proceed to confirm.

Export Retainer Invoices

You can export all the retainer invoices in Zoho ERP in the CSV or XLS format. Here’s how:

• Go to Sales on the left sidebar.
• Navigate to the Invoices tab at the top and select Retainer Invoices.
• Click the More icon in the top right corner.
• Select Export Retainer Invoices.
• Enter the necessary fields.
• Click Export.