Deduct from Retainer before sending Invoice
What i have noticed, is when i generate and invoice, i have to
1. Save it first
2. Deduct the Invoice amount from the Retainer
3. Then finally send it off to the client
What would be much more idea.
1. Invoice is created.
2. Zoho Checks to see if there is funding in the Retainer account
3. Just below the invoice, Zoho, shows u how much is in retaner
4. Zoho, then shows u a [ ] check box, asking you if you would like to deduct the invoice amount from the retainer
5. Once you click the check box in agreemeent, you then send the invoice off t the client
which will then indicate the amount of the invoice, the amount deducted via retainer, and then the balance.
This will all be done in on step, and not 3 steps as it is currently.
This saves lots of time
Anonymous
shared this idea
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Saranya
commented
Hi,
We would like to inform you that we have added the Retainers Available section at the bottom of the invoice creation screen. This will show the available retainer amount.
The retainer amount can be applied to the invoice in the Email Invoice screen before sending the invoice.
Please write to support[at]zohoinvoice[dot]com if you require any assitance with this. We would love to assist you.
Best Regards,
Saranya.R,
Zoho Invoice Team. -
Melinda Miller
commented
I am unable to get the excess amount for the retainer to show on the invoice. It just shows the invoice amount paid
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Reshma
commented
The feature is being worked on. We are planning to add a pop-up window once you save the invoice. It will be available in week's time. Thanks for understanding.
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Anonymous
commented
Hi, do you know when this feature will be completed, as i'm aware you were working on it..
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Anonymous
commented
Zoho, thanks for the call,
and thanks for letting me know that you will be looking into this feature