Creating a New Retainer Invoice

You can create retainer invoices either from the Retainer Invoice module or from the Contacts module within Zoho Billing.

From the Retainer Invoice module

• Go to the Retainer Invoice module on the left sidebar.

• Click the + icon beside the Retainer Invoices module or click the + New button on the top right corner or click the CREATE NEW RETAINER INVOICE button on the center.

From the Contacts Module

• Go to the Contacts module on the left sidebar and select the contact for whom you’d like to create a retainer invoice.
• Click the New Transaction dropdown on the top right corner and select Retainer Invoice. 

After doing so, the retainer invoice creation page appears where you can enter the retainer invoice details.

Customer Details

Fields	Description
Customer Name	This field should contain the name of the customer from whom you wish to collect a retainer. Either pick customers from the list you have already created or you can add a new customer by selecting the New Customer option.
Retainer Invoice number	An invoice number is an unique ID for the invoices created. This field generates an invoice number by default. Click the Settings icon next to the field and a pop up will appear where you can choose to auto-generate the retainer invoice numbers or manually add the invoice number each time you create an invoice.
Reference	You can enter a reference for the retainer being created. This will be displayed in the retainer invoice.
Retainer Invoice Date	Date on which the retainer invoice is created.

Item Details

Details of the item or service for which the retainer is being captured can be typed in the Item Details field with the Amount to be collected as retainer.

Payment Options, Terms & Conditions, Templates

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