Applying Retainers to Invoices

After the product is delivered or service is rendered, apply the retainer invoice to the final invoice before sending them to the customer. You can also split up and apply the retainer amount to multiple invoices or apply multiple retainer amounts to a single invoice.

Applying Retainer to Multiple Invoices

In a business there are cases where the customer would have paid a one time advance for multiple services, which can be later adjusted with future invoices.

In such cases,

• Create a retainer invoice for the advance payment made and save it.
• Create invoices for different services provided or products delivered for various instances.
• Select the Apply to Invoice option from the retainer invoice created and invoice will display the list of pending invoices for the customer.
• You can select to apply the retainer partially or fully on the invoices displayed.

Fields	Description
Balance	The amount collected from your customer as retainer.
Invoice Amount	The total invoice amount raised for the customer.
Invoice Balance	The final amount to be paid after deducting advance payments.
Amount	The amount to be applied from the Balance available.
Retainer Amount Available	Available retainer after the Balance is applied for invoices.

All the retainer transaction details will be displayed for a quick view at the bottom of the selected retainer invoice. You can always edit or delete the transaction from the icons present next to the entry.

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Applying Multiple Retainers to an Invoice

Sometimes there might be multiple retainers collected from your customer which are not yet used, but were accumulated to be used for future purposes. Your customer might wish to use these unused retainers for a pending invoice or for a future invoice.

In such cases,

• Navigate to the pending invoice from the invoice module, or create a new invoice and save it as draft.
• If the customer has unused retainers, a notification will be displayed in the invoice window as Retainers Available with the retainer amount that was collected from the customer.
• Click on Click here to apply the unused retainers of the customer on their invoice.

• Unused retainers can also be used by navigating to the Use Retainers under the More drop down.

• Apply the retainers partially or fully from multiple retainers towards the invoice.

• Once the retainers are applied towards the invoice, the adjustments are then updated in the invoice.

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