Retainer invoice when the customer validate the Estimate

Retainer invoice when the customer validate the Estimate

To create Retainer invoice automatically when customer accepting Estimate:
Sales - Estimates (+) - Check the box "Create a retainer invoice for this estimate automatically" - Enter a percentage to be collected as retainer from the total amount - Save and Send.





2.  To send the Retainer: Go to Sales - Retainer Invoices - open - Edit - Save and send by mail to the customer. 



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