Reports

In Zoho Books, you can generate the following reports for all your retainer transactions and refunds:


Retainer Invoice Details

Generate a report showing a quick summary of the retainer invoices you created, unused retainers and the invoices to which they were applied for a selected date range. The report can be sorted by the status of the retainer invoice.

Retainer Invoice Details


Refund History

Generate a report showing a quick summary of the refunds given from the retainer payments made by the customer for a selected date range.

Retainer Refunds


Payments Received

Generate a report showing a quick summary of only the retainer payments received from your customer with details including unused amount and the payment method.

Payment Received


See Also:
Back to Retainer Invoice Overview

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