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Creating a New Retainer Invoice
You can create retainer invoices either from the Retainer Invoice module or from the Contacts module within Zoho Invoice.
From the Retainer Invoice module
Go to the Retainer Invoice module on the left sidebar.
Click the + icon beside the Retainer Invoices module or click the + New button on the top right corner or click the CREATE NEW RETAINER INVOICE button on the center.
From the Contacts Module
- Go to the Contacts module on the left sidebar and select the contact for whom you’d like to create a retainer invoice.
- Click the New Transaction dropdown on the top right corner and select Retainer Invoice.
After doing so, the retainer invoice creation page appears where you can enter the retainer invoice details.
|Customer Name||This field should contain the name of the customer from whom you wish to collect a retainer. Either pick customers from the list you have already created or you can add a new customer by selecting the New Customer option.|
|Retainer Invoice number||An invoice number is an unique ID for the invoices created. This field generates an invoice number by default.
Click the Settings icon next to the field and a pop up will appear where you can choose to auto-generate the retainer invoice numbers or manually add the invoice number each time you create an invoice.
|Reference||You can enter a reference for the retainer being created. This will be displayed in the retainer invoice.|
|Retainer Invoice Date||Date on which the retainer invoice is created.|
Details of the item or service for which the retainer is being captured can be typed in the Item Details field with the Amount to be collected as retainer.
Payment Options, Terms & Conditions, Templates
|Customer Notes||Enter notes relating to the retainer invoice which will be displayed on the invoice when sent to the customer.|
|Payment Options||Select the payment option that should be used for charging the customer or for the customer to make payment for the retainer invoice.
|Terms & Conditions||Customize the terms & conditions section that will be displayed on the invoice. You can also customize the terms & conditions by navigating to Settings > Preferences > Retainer Invoices and fill in the Terms & Conditions box.|
|Template||You can also change the Template of the invoice, by clicking Change and select another template from the template gallery.
Insight: If you have enabled Transaction Approval, you can either chose to Save and Submit or Save and Approve the retainer invoice.