## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/us/billing/llms.txt

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

# Manage Retainer Invoices

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

## 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:

*   Go to _Sales_ > _Retainer Invoices_.
*   Click the **All Retainer Invoices** dropdown on top of the page.
*   Select the type of retainer invoice you wish to filter.

![Filter Retainer Invoice](/billing/images/help/images/retainer-invoice/all-retainers-filter.png)

If you want to filter the retainer invoices based on certain parameters of your own, you can do it through [custom views](/us/billing/help/sales/retainer-invoice/manage-retainer-invoices.html#custom-view-ri). 

## 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:

*   Go to _Sales_ > _Retainer Invoices_.
*   Click the **All Retainer Invoices** dropdown on top of the page.
*   Select **\+ New Custom View**.

![New Custom View Retainer Invoice](/billing/images/help/images/retainer-invoice/new-custom-view.png)

*   Fill in the required details.

![Custom View Retainer Invoice](/billing/images/help/images/retainer-invoice/custom-view.png)

**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.

*   Click **Save**.

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](/billing/images/help/images/retainer-invoice/edit-custom-view.png)

To delete the custom view:

*   **Edit** the custom view.
*   Scroll to the bottom of the page and click the **Delete** button.
*   Click **Yes** to confirm.

![Custom View Share](/billing/images/help/images/retainer-invoice/custom-view-share.png)

## Sort Retainer Invoices

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

*   Go to _Sales_ > _Retainer Invoices_.
*   Click the column which you want to sort.
*   The sorting can be done based on ascending or descending order (indicated by the arrow). Click the field again to change the sorting order.

![Sort Retainer Invoices](/billing/images/help/images/retainer-invoice/sort.png)

## 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:

*   Go to _Sales_ > _Retainer Invoices_.
*   Click the **Table** icon in the left side of the page.
*   Select the fields that you want to display.
*   Rearrange the order of the columns by dragging and dropping the icons next to them.
*   After making the changes, click **Save**.

![Rearrange Retainer Invoices](/billing/images/help/images/retainer-invoice/rearrange.png)

## Export Current View

If you have [filtered](/us/billing/help/sales/retainer-invoice/manage-retainer-invoices.html#filter-ri) your retainer invoices, or [rearranged](/us/billing/help/sales/retainer-invoice/manage-retainer-invoices.html#rearrange-column-ri) the columns in your retainer invoices, then you can export that particular view of your retainer invoice. Here’s how:

*   Go to _Sales_ > _Retainer Invoices_.
*   Click the **Hamburger** icon in the top right corner of the page.
*   Select **Export Current View**.

![Export Current View Retainer Invoices](/billing/images/help/images/retainer-invoice/export-current-view.png)

*   Select the format for export under **Export As** and enter a **Password** to secure your export file.
*   Click **Export**.

![Export Current View Retainer Invoices](/billing/images/help/images/retainer-invoice/export-current-view-2.png)

## Refresh List

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

*   Go to _Sales_ > _Retainer Invoices_.
*   Click the **Hamburger** icon in the top right corner of the page.
*   Click **Refresh List**.

![Referesh List](/billing/images/help/images/retainer-invoice/refresh-list.png)