Retainer Invoice Preferences

To configure preferences for the Retainer Invoices module:

Go to Settings on the top right corner of the page.
Select Retainer Invoices under Sales.

Preferences

From this page, you can configure the following preferences for your retainer invoices:

Terms & Conditions

Enter the Terms and Conditions of your business to be displayed in your retainer invoices.

Customer Notes

Enter any notes of your business that you want to display in your retainer invoices.

Click Save.

Approvals

You can set up approval workflows for retainer invoices. You can choose from No Approval, Simple, Multi-Level, and Custom Approval types based on your business requirements. Learn more about Approvals.

Fields

You can create new fields for the Retainer Invoices module and assign different data types for each of them. Learn more about Fields.

Validation Rules

You can create rules to set restrictions on the data being recorded. Learn more about Validation Rules.

Buttons

You can create new buttons in the Retainer Invoices module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about Buttons.

You can view data from both the app and third-party services with Related Lists, making it easy to cross-reference information from different sources. Learn more about Related Lists.

Statuses

You can create statuses for retainer invoices to track their progress through your workflow. Learn more about Statuses.

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