Zoho Invoice

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Manage Retainer Invoices

Let’s see how we can manage the listing of the Retainer Invoices.

Filters

By using the filters, you can choose to list the retainer invoices based on a criteria. To view the available filters, click the All Retainer Invoices on the top-left corner.

Options Description
All All the retainer invoices.
Draft Retainer invoices in Draft status.
Sent Retainer invoices that were Sent or marked as Sent.
Paid Retainer invoices for which you received the payment.
Partially Drawn Retainer invoices that were partially applied to invoices.
Drawn Retainer invoices that were fully applied to invoices.
Void Retainer invoices that were voided. You can void a retainer invoice if you had created it by mistake but still choose to have it in the system for reference. The voided credit note will not affect the accounts and reports.

Filters

Custom View

Set a criteria and the system will list the retainer invoices accordingly. 

Custom Views

Custom Views

Sorting

The retainer invoices can be sorted based on the following:

Alternatively, you can sort by clicking the column headings as well.

Sorting

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