Manage Retainer Invoices

Status of Retainer Invoice

Let us have a look at the various statuses of retainer invoices.

Status	Description
Draft	Retainer Invoice will be in Draft status when it is created.
Sent	Once the retainer invoice is sent to your customer, it will be in the Sent status.
Paid	If payment for the Retainer Invoice is recorded, the status will be Paid.
Drawn	If the Retainer Invoice amount is refunded, the status will be Drawn.
Pending Approval	If you have enabled Transaction Approval and this retainer invoice is yet to be approved, then the status will be Pending Approval.
Approved	If you have enabled Transaction Approval and this retainer invoice is approved, the status will be Approved.
Partially drawn	If the amount is partially refunded, the status will be Partially Drawn.
Drawn	If the amount is fully refunded, the status will be Drawn.
Void	If you mark the retainer invoice as void, the status will be Void.

Filter Retainer Invoices

You can filter retainer invoices based on their statuses. Here’s how:

Go to Sales > Retainer Invoices.
Click the All Retainer Invoices dropdown on top of the page.
Select the type of retainer invoice you wish to filter.

If you want to filter the retainer invoices based on certain parameters of your own, you can do it through custom views.

Custom Views

You can create custom views to filter retainer invoices based on criteria you set. Learn more about Custom Views.

Sort Retainer Invoices

You can sort the retainer invoices based on their different columns or fields. Here’s how:

Go to Sales > Retainer Invoices.
Click the column which you want to sort.
The sorting can be done based on ascending or descending order (indicated by the arrow). Click the field again to change the sorting order.

Rearrange Columns

In the retainer invoices module, you can choose the fields to be displayed in the main page. You can also rearrange the columns or fields in the same page. Here’s how:

Go to Sales > Retainer Invoices.
Click the Table icon in the left side of the page.
Select the fields that you want to display.
Rearrange the order of the columns by dragging and dropping the icons next to them.
After making the changes, click Save.

Export Current View

If you have filtered your retainer invoices, or rearranged the columns in your retainer invoices, then you can export that particular view of your retainer invoice. Here’s how: