## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/billing/llms.txt

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

# Retainer Invoice Preferences

In the _Preferences_ section, you would be able to assign default terms and conditions and notes to your customers. Also, you can add additional fields to your credit notes by using our **Custom Field** option.

### Terms & Conditions and Customer Notes{#t&c-notes} 

*   Go to the _Retainer Invoices_ module on the left sidebar.
*   Click the **Gear icon** on the top-right corner of the page and select **Preferences**.

![Prefrences from Retainer Invoices](/billing/images/help/images/retainer-invoice/more-preferences.png)

*   **Terms & Conditions, Customer Notes:** Enter the terms & conditions and customer notes to be displayed in your retainer invoices. This will be displayed in all the retainer invoices created unless you change the content at the time of creating the retainer invoice.

![Terms & Conditions and Customer Notes](/billing/images/help/images/retainer-invoice/terms-conditions.png)

Alternatively, you can also click the **Gear** icon on the top-right corner and choose _Preferences > Retainer Invoices_ to access the preferences of the **Retainer Invoices**.

### Custom Status

ENTERPRISE EDITION

The Custom Status feature allows you to create your own status for the retainer invoices you create. You must select a default status as your parent status and create a new status. Here’s how:

*   Go to **Settings** on the top right corner of the page.
*   Select **Retainer Invoices** under _Sales_.
*   Navigate to the _Custom Status_ tab.
*   Click **\+ New Custom** **Status**.
*   Choose the parent status and enter the name of your custom status.
*   You can set your preferred label color and click **Save**.

To mark the custom status:

*   Go to **Retainer Invoices** under _Sales_ on the left side bar.
*   Select a retainer invoice which has the parent status you set for your custom status.
*   Click the **More icon** to view and mark the custom status.

### Custom Fields

Custom Fields in Zoho Billing lets you store additional details relating to your retainer invoices.

To create a Custom Field:

*   Go to _Settings_ > _Preferences_ > _Retainer Invoices_.
*   Select the **Field Customization** tab.
*   Click the **\+ New Custom Field** button in the top-right corner.
*   Fill in the details and click **Save**.

Learn more about [Custom Fields](/en-sg/billing/help/settings/preferences/general.html#field-customization).

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