Discover the Best Retainer Invoice Template for Businesses

Retainer invoice template for businesses

hi this video will help you to record retainer invoices to receive advanced payments inside zoho invoice you can create retainer invoices in two ways while creating an estimate if you would like to receive advanced payments click on create a return invoice for this estimate automatically and specify the percentage here and choose the payment gateway here by which when your customer accepts this estimate the retainer invoice will be automatically created and your customers can make a payment alternatively you can also use this quick create icon right next to retina embosses tab to create a new retainer invoice start by selecting the customer name if you have added the list of customers inside the contact section they will be displayed in the drop down you can select them or to create a new customer click on this plus new customer option you can specify the read and inverse number here which can be order generated or you can set them to manually add them each time enter the reference number if any this is the custom field which i've created for read and invoice to create a custom field please head to return invoice preferences enter the description enter the amount and if you would like to add another line you can also do so here you can enter the customer notes and terms and conditions you can also configure them under read and inverse preferences so that you don't have to type them every time please select the payment gateways zoho invoice is integrated with nine major online payment gateways to configure your payment gateways please head to integration space under settings you can choose the template i can either save this retainer invoice in a draft mode where i can review the return invoice later and send it across to my customer later or i can click on save and send and this is the email page the content here can be customized and you can also create multiple email templates under email template preferences here i can clearly see the retina invoice is attached in a pdf format i can also attach additional files and when i hit send the reader my invoice is out to my client here's the preview of the retainer invoice i can edit this retainer invoice download it in a pdf format print it or mail it across to my client i have various other options under more if i would like to record an offline payment i can hit record payment and i can specify the bank charges if any reference number and notes and hit record payment i have successfully applied payment to the retainer invoice now i can apply this advanced payment here i can use this retainer payment and when i hit save those two invoices will be marked as paid at the bottom i will have details such as the payments received and how this advanced payment is supplied towards an invoice thank you you can contact us at the provided number or you can send your emails to support the right zoho invoice.com for any further assistance