Create & Send Retainer Invoices

In this page, you will learn about:

Status of a Retainer Invoice

A retainer invoice in Zoho Books will have any one of the following statuses after creation:

Status Description
Draft Retainer Invoices when created will be in Draft status before being sent to the customer.
Sent Retainer Invoices once sent to the customers will be changed to the Sent status.
Paid Once you record payment for the retainer invoice, its status will change to Paid.
Partially Drawn When you use a part of the retainer amount towards an invoice, the status of the retainer invoice will change to Partially Drawn.
Drawn When the full retainer amount is used towards an invoice, the status of the retainer invoice will change to Drawn.

Enabling Retainer Invoices

To enable retainer invoices in Zoho Books:

Enabling Retainer Invoices

Creating a New Retainer Invoice

To create a new retainer invoice:

Fields Description
Customer Name Select the customer for whom you will be creating the retainer invoice.
Retainer Invoice Number This number is auto-generated. You can manually set it by clicking the Gear icon next to it.
Reference# Enter a reference number (optional).
Reference Invoice Date Date on which you create the retainer invoice.
Description Enter the product for which you are creating the retainer invoice.
Amount Enter the retainer invoice amount.
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 retainer invoice.
Template You can change the Template of the invoice, by clicking the Pencil icon.

New Retainer Invoice

See Also:
Collecting Retainer Payments from Estimate
Back to Retainer Invoice Overview

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