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Retainer Refunds

There are times when the product or service you render might get canceled or stopped due to various reasons. As a business owner, you will have to fully or partially refund the amount that you’ve collected as retainer in accordance with your business policies. In this case, you can always record the refund made in your retainer invoice.

Refunds

Refunds

Fields Description
Refunded On The date on which the refund was made.
Payment Mode Choose from different options to record the mode of payment either by cash, bank transfer or through online payments.
Reference Enter a reference to the refund made. For example, estimate number.
Amount The amount to be refunded to your customer.
From Account Select the account from where the refund was made, either from cash accounts or bank accounts in the banking module.

Refund Adjustment

Refund Detail

Clone

If you would be creating a retainer invoice with the details of an existing retainer invoice, then you can clone it. Click Clone from the More dropdown. 

Clone

Delete

Click Delete from the More dropdown if you would like to delete a retainer invoice completely.

Delete


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