Back to Retainer Invoice Overview

Reports

Retainer Invoice Details

Generate a report showing a quick summary of the retainer invoices you created, unused retainers and the invoices to which they were applied for a selected date range. The report can be sorted by the status of the retainer invoice.

• Navigate to Reports > Receivables > Retainer Invoice Details to generate this report.

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Payments Received

Generate a report showing a quick summary of only the retainer payments received from your customer with details including unused amount and the payment method.

• Navigate to Reports > Payments Received > Payments Received to generate this report.
• Select the Retainer Payment option from the Filter by option.

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Refund History

Generate a report showing a quick summary of the refunds given from the retainer payments made by the customer for a selected date range.

• Navigate to Reports > Payments Received > Refund Histroy to generate this report.

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