Retainer Invoice Reports
IN THIS PAGE…
Retainer Invoice Details
Retainer Invoice Details report shows a quick summary of the retainer invoices you created, unused retainers and the invoices to which they were applied for a selected date range which can be selected from the This Month dropdown on the left.
- Navigate to Reports > Receivables > Retainer Invoice Details to generate this report.
This report can be sorted based on the status of the retainer invoice as well. To do so, click the Customize Report option on the top right corner.
This report can be scheduled and sent to users and non-users of your org at certain time intervals. Click the Schedule Report button on the top right corner to do so. You can also print this report and export it as PDF/CSV/XLS. The very same report can be viewed in Zoho Sheets as well.
Payments Received
Payments Received shows a quick summary of only the retainer payments received from your customer with details including unused amount and the payment method.
- Navigate to Reports > Payments Received > Payments Received to generate this report.
- Select the Retainer Payment option from the Filter by option.
This report can be scheduled and sent to users and non-users of your org at certain time intervals. All you need to do is to click the Schedule Report button on the top right corner.
You can also print this report and export it as PDF/CSV/XLS. The very same report can be viewed in Zoho Sheets as well.
Refund History
Refund History shows a quick summary of the retainer payments that were received and returned to your customers along with the payment mode details.
- Navigate to Reports > Payments Received > Refund History to generate this report.
You would be able to take a print out of this report and also export it in the following formats.
- PDFÂ
- CSV
- XLS
You can also view this report in Zoho Sheets.
Schedule Report
Schedule Report option helps in sending out the reports at a chosen time interval. Once you click the Schedule Report button on the top right corner, a dialog box opens up.
| Fields | Description |
|---|---|
| Schedule | Choose the time interval in which the report needs to be sent. |
| Start Date & Time | Select the start date and time for the report to be sent. |
| Email Recipients | Choose the email addresses of the users to whom the report needs to be sent. |
| Additional Recipients | If you would like to send the report to the users who are not a part of your Zoho Billing organization, you can enter their email addresses. |
| Attach report as | Choose the format in which the report needs to be attached to the email. |
As soon as you hit the Save button, this report would be generated and sent.
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