Create Retainers

Let’s say your customer pays you advance money for an estimate. In such a case, you can record the advance by creating a retainer invoice.

After you have created an estimate for a customer and it has been accepted by them, you can create a retainer invoice for the customer directly from the estimate. Here’s how you can do it:

Create Retainer Invoice

Next >
Other Actions for Estimate


Related >


Want a feature?
Suggest
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

Online accounting software
for small businesses.

Maybe Later