Retainer Invoice in Projects

Sometimes, you would need to collect advance payments from customers for a project that you are working on for them. You can create retainer invoices for these projects as well. Let’s see

In this page, you will learn about:

Creating Retainer Invoices for Projects

Before creating a retainer, create a new project or select the project you are already working on.

New Project

After you finish creating the retainer invoice, you can find the retainer invoice created in the Retainer Invoices module under Sales.

Retainer Invoice in Project

A notification about the retainer invoice will also be displayed under the Retainer Invoices notification tab in your project window.


Applying Advance Payments to 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

See Also:
Back to Retainer Invoice Overview

Was this document helpful?
Thank you for your feedback!
Want a feature?
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

VAT compliant accounting
software for small

Maybe Later