Retainer Invoices

A lot of businesses collect an advance payment (or retainer) for products sold or services rendered by them. This amount collected will not be an income but a liability to the company. The revenue is earned only when the product is delivered or the service is completed, if not delivered or completed the advance payment made will be returned to the customer.
This retainer can be invoiced to your customer using the Retainer Invoice module in Zoho Books. Learn more about how Retainer Invoices can be used in Zoho Books.

• Basic Functions in Retainer Invoice

  • Enable Retainer Invoice
  • Create Retainer Invoice
  • Record Payment
    • Offline Payments
    • Charge Customer
  • View Payments Received
  • Import Retainer Invoices

• Functions in Retainer Invoices

  • Apply Retainers to Invoice
    • Apply Multiple Retainers to an Invoices
  • Collect Retainers from Quote
    • Collect Retainers from Customer Portal
  • Retainer Invoice in Projects
    • Create Retainer Invoices from Projects
  • Refund Payment
  • Add Comments
  • Customize Template
  • Reports

• Manage Retainer Invoices

  • Status of Retainer Invoice
  • Filter Retainer Invoices
  • Custom Views
  • Sort Retainer Invoices
  • Rearrange Columns
  • Export Current View
  • Refresh List

• Other Actions in Retainer Invoices

  • Edit Retainer Invoice
  • Download as PDF
  • Print Retainer Invoice
  • Attach Files to Retainer Invoice
  • Clone Retainer Invoice
  • Mail Retainer Invoice
  • Delete Retainer Invoice
  • Export Retainer Invoices

• Retainer Invoice Preferences