Retainer Invoice Preferences

In the Preferences section, you would be able to assign default terms and conditions and notes to your customers. Also, you can add additional fields to your credit notes by using our Custom Field option.

Terms & Conditions and Customer Notes


Prefrences from Retainer Invoices Terms & Conditions and Customer Notes

Alternatively, you can also click the Gear icon on the top-right corner and choose Preferences > Retainer Invoices to access the preferences of the Retainer Invoices.

Custom Fields

Custom Fields in Zoho Billing lets you store additional details relating to your retainer invoices.

To create a Custom Field:

Learn more about Custom Fields.

Was this document helpful?
Thank you for your feedback!