Zoho Invoice

Help Docs

Creating a Retainer Invoice for a Project

At times, you might have to take an advance payment to buy tools or arrange resources for the project you are going to work on. You can create a retainer invoice for the project and accept advance payments. You can later deduct the advance payment you have received from the invoice you create from the project.

Before creating a retainer invoice,

New Project

Retainer Invoice in Project

Notification


Applying the Retainer to an Invoice

After completion of the project, an invoice should be sent to your customer for collecting the payment. Here you can create an invoice from the project module and apply the retainer collected to the invoice.

Retainer to Invoice Project

Retainer to Invoice Project

Invoice for Project

Invoice for Project


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