## Zoho Billing — Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/in/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Create Retainers ![](/billing/images/ue-resources/llm-utility-menu/sparkle-ai.svg) Explore with AI ![](/billing/images/whatsnew/dropdown.svg) * [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze%20the%20content%20of%20https%3a%2f%2fwww.zoho.com%2fin%2fbilling%2fhelp%2fquote%2fcreate-retainer.html%20and%20understand%20it%20thoroughly%20so%20I%20can%20ask%20questions%20about%20it.) * [Open in Claude (opens in new tab)](https://claude.ai/new?q=Analyze%20the%20content%20of%20https%3a%2f%2fwww.zoho.com%2fin%2fbilling%2fhelp%2fquote%2fcreate-retainer.html%20and%20understand%20it%20thoroughly%20so%20I%20can%20ask%20questions%20about%20it.) * ![](/billing/images/ue-resources/llm-utility-menu/copy.svg) Copy Markdown * [![](/billing/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/in/billing/help/quote/create-retainer.md) Let’s say your customer pays you advance money for a quote. In such a case, you can record the advance by creating a [retainer invoice](/in/billing/help/sales/retainer-invoice/). After you have created a quote for a customer and it has been [accepted](/in/billing/help/quote/#mark-as-accepted) by them, you can create a retainer invoice for the customer directly from the quote. Here’s how: * Go to **Sales** and select **Quotes**. * Select the quote (in the **Accepted** status) for which you want to create a retainer invoice. * Click the **More** button and select **Create Retainer Invoice** from the dropdown. ![Create a retainer for the quote](/billing/images/help/images/quotes/quotes-convert/create-retainer-invoice.png) * * *