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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

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

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
  • 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

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

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

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

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.
Export Retainer Invoice
  • Enter the necessary fields.
  • Click Export.
Export Retainer Invoice
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