Create Retainers

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

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

Go to Sales and select Quotes.
Select the quote (in the Accepted status) for which you want to create a retainer invoice.
Click the More button and select Create Retainer Invoice from the dropdown.

Was this document helpful?

Yes

Let us know where we can improve

Thank you for your feedback!