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Other Actions for Retainer Invoices
Let’s have a look at the various actions that can be performed upon a retainer invoice in Zoho Billing.
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.
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Download as PDF and Print
You can download/print any retainer invoice as PDF. Here’s how:
- Go to Sales > Retainer Invoices.
- Select the retainer invoice you wish to download or print.
- Click the PDF/Print icon on top of the page and click PDF to download and Print to print the PDF, from the dropdown.
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- 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 Billing.
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).
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Clone Retainer Invoices
You can create a retainer invoice in Zoho Billing 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.
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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.
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Export Retainer Invoices
You can export all the retainer invoices in Zoho Billing 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.
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- Enter the necessary fields.
- Click Export.
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Delete Retainer Invoice
You can delete any retainer invoice that you’ve recorded in Zoho Billing. Here’s how:
- Go to Sales > Retainer Invoices.
- Select the retainer invoice to delete.
- Click More > Delete.
- Click Proceed to confirm.
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