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Other Actions for Retainer Invoices

Let’s have a look at the various actions that can be performed upon a retainer invoice in Zoho Billing.

Edit Retainer Invoices

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

  • Go to Sales > Retainer Invoices.
  • Select the retainer invoice you wish to edit.
  • Click the Pencil icon on top of the page.
  • Make the changes.
  • Click Save.
Edit Retainer Invoice

Download as PDF and Print

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

  • Go to Sales > Retainer Invoices.
  • Select the retainer invoice you wish to download or print.
  • Click the PDF/Print icon on top of the page and click PDF to download and Print to print the PDF, from the dropdown.
Download Retainer Invoice
  • 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 5 files, each of 5 MB).
  • Documents: Upload from the Documents folder in Zoho Billing.

To attach files to your retainer invoice:

  • Go to Sales > 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).
Attach Files in Retainer Invoice

Clone Retainer Invoices

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

To clone a retainer invoice:

  • Go to Sales > Retainer Invoices.
  • Click More > Clone.
  • Review the new retainer invoice and save it.
Clone Retainer Invoice

Mail Retainer Invoices

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

  • Go to Sales > 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.
Mail Retainer Invoice

Export Retainer Invoices

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

  • Go to Sales > Retainer Invoices.
  • Click the Hamburger icon in the top right corner of the page.
  • Select Export Retainer Invoices.
Export Retainer Invoice
  • Enter the necessary fields.
  • Click Export.
Export Retainer Invoice

Delete Retainer Invoice

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

  • Go to Sales  > Retainer Invoices.
  • Select the retainer invoice to delete.
  • Click More > Delete.
  • Click Proceed to confirm.
Delete Retainer Invoice
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