## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Retainer Invoice Preferences

To configure preferences for the Retainer Invoices module:

*   Go to **Settings** on the top right corner of the page.
*   Select **Retainer Invoices** under _Sales_.

## Preferences

From this page, you can configure the following preferences for your retainer invoices:

### Terms & Conditions

Enter the Terms and Conditions of your business to be displayed in your retainer invoices.

### Customer Notes

Enter any notes of your business that you want to display in your retainer invoices.

*   Click **Save**.

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## Approvals

You can set up approval workflows for retainer invoices. You can choose from **No Approval**, **Simple**, **Multi-Level**, and **Custom Approval** types based on your business requirements. Learn more about [Approvals](/uk/books/help/transaction-approval/configure-approvals.html).

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## Fields

You can create new fields for the Retainer Invoices module and assign different data types for each of them. Learn more about [Fields](/uk/books/help/settings/customization/custom-fields.html).

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## Validation Rules

You can create rules to set restrictions on the data being recorded. Learn more about [Validation Rules](/uk/books/help/settings/customization/validation-rules.html).

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## Buttons

You can create new buttons in the Retainer Invoices module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about [Buttons](/uk/books/help/settings/customization/custom-buttons.html).

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## Related Lists

You can view data from both the app and third-party services with _Related Lists_, making it easy to cross-reference information from different sources. Learn more about [Related Lists](/uk/books/help/settings/customization/related-lists.html).

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## Statuses

You can create statuses for retainer invoices to track their progress through your workflow. Learn more about [Statuses](/uk/books/help/settings/customization/custom-status.html).