Other Actions for Retainer Invoices

Let’s have a look at the various actions that can be performed upon a retainer invoice in Zoho Books.

In this page…

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

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.

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.

• 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).

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.

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.

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.

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 Hamburger icon in the top right corner of the page.
• Select Export Retainer Invoices.

• Enter the necessary fields.
• Click Export.

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