Manage Retainer Invoices

The retainer invoices that you record for your vendors can be filtered and sorted in many ways.

In this page…

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:

Filter Retainer Invoice

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

Custom Views

Custom Views can be used to filter your retainer invoices based on certain criteria that you have set. To create a custom view for the retainer invoices:

New Custom View Retainer Invoice Custom View Retainer Invoice

Name
Enter a name for your custom view. If you use this custom view frequently, you can select the Mark as Favorite option.

Criteria
Add criteria for the custom view based on the fields in the retainer invoice. You can add multiple criteria by clicking + Add Criteria.

Column Preferences
Choose the fields to be displayed in the custom view that you are creating. You can move fields in the Available Columns to the Selected Columns by clicking the + icon next to them.

Share Custom View
Choose the user who gets access to this custom view.

This custom view will be shown when you click the All Retainer Invoices dropdown in the retainer invoices module. You can edit this custom view by clicking the Edit icon next to the custom view.

Custom View Edit

To delete the custom view:

Custom View Share

Sort Retainer Invoices

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

Sort Retainer Invoices

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:

Rearrange Retainer Invoices

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:

Export Custom View Retainer Invoices Export Custom View Retainer Invoices

Refresh List

You can refresh the list of your retainer invoices. Here’s how:

Referesh List
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