## Documentation Index

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

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

# Other Actions in Retainer Invoices

## Edit Retainer Invoices

You can edit the details of any retainer invoice. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Select the retainer invoice you wish to edit.
*   Click the **Pencil** icon on top of the page.
*   Make the changes.
*   Click **Save**.

![Edit Retainer Invoice](/books/help/images/retainer-invoice/edit-ri.png)

* * *

## Download as PDF

You can download any retainer invoice as a PDF. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Select the retainer invoice you wish to download.
*   Click the **PDF** icon on top of the page.

![Download Retainer Invoice](/books/help/images/retainer-invoice/download-ri.png)

* * *

## Print Retainer Invoices

You can print the details of any retainer invoice. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Select the retainer invoice you wish to print.
*   Click the **Print** icon on top of the page.

![Print Retainer Invoice](/books/help/images/retainer-invoice/print-ri.png)

*   Check the Preview and click **Print**.

* * *

## Attach Files with Retainer Invoices

You can attach files to your retainer invoice. This can be done through:

*   **Drag & Drop**: Upload files from your system (a maximum of 5 files, each of 5 MB).
*   **Documents**: Upload from the Documents folder in Zoho Books.

To attach files to your retainer invoice:

*   Go to **Sales** > **Retainer Invoices**.
*   Select the required retainer invoice.
*   Click the **Attach** icon on top of the page.
*   Select the desired option and attach your file(s).

![Attach Files in Retainer Invoice](/books/help/images/retainer-invoice/attach-ri.png)

* * *

## Clone Retainer Invoices

You can create a retainer invoice in Zoho Books with details similar to an existing retainer invoice by cloning it.

To clone a retainer invoice:

*   Go to **Sales** > **Retainer Invoices**.
*   Click **More** > **Clone**.
*   Review the new retainer invoice and save it.

![Clone Retainer Invoice](/books/help/images/retainer-invoice/clone-ri.png)

* * *

## Mail Retainer Invoices

You can email any of the retainer invoices to your customers. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Select the retainer invoice you want to email to your customers.
*   Click the **Email** icon on top of the page.
*   Check the preview of the email and click **Send**.

![Mail Retainer Invoice](/books/help/images/retainer-invoice/mail-ri.png)

* * *

## Delete Retainer Invoice

You can delete any retainer invoice that you’ve recorded in Zoho Books. Here’s how:

*   Go to **Sales**  > **Retainer Invoices**.
*   Select the retainer invoice to delete.
*   Click **More** > **Delete**.
*   Click **Proceed** to confirm.

![Delete Retainer Invoice](/books/help/images/retainer-invoice/delete-ri.png)

* * *

## Export Retainer Invoices

You can export all the retainer invoices in Zoho Books in the **CSV** or **XLS** format. Here’s how:

*   Go to **Sales** > **Retainer Invoices**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Retainer Invoices**.

![Export Retainer Invoice](/books/help/images/retainer-invoice/export-ri.png)

*   Enter the necessary fields.
*   Click **Export**.

![Export Retainer Invoice](/books/help/images/retainer-invoice/export-ri-2.png)