## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/de-de/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Progress Invoice Progress invoicing lets you bill customers in installments as work is completed, rather than issuing a single invoice at the end of a project. Instead of waiting until delivery, you split the total agreed amount into smaller, scheduled payments tied to milestones, stages, or custom amounts, keeping your cash flow steady and giving your customers predictable, transparent billing throughout the engagement. **Scenario:** Aaron Brown at Zylker Construction is managing a $500,000 office renovation. Rather than raising a single invoice at handover, they use Progress Invoice in Zoho Billing to bill the client at each project milestone. 10% upfront as a mobilization fee 20% after the foundation is laid 30% once framing is complete 40% on project completion. Each invoice is created directly from the original quote, and the quote automatically tracks how much has been billed and what balance remains. ## When Should a Business Use Progress Invoicing? Progress invoicing is designed for businesses where payment is tied to delivery. Here are a few cases when you can use progress invoicing: * You run long-term projects, any engagement that spans weeks or months. * You want to collect a deposit fee before work begins, without creating a separate invoice. * Your project has clear milestones, and it makes sense to invoice as each one is hit rather than at the end. * You’re working with high-value contracts where billing everything upfront or at the end puts either you or your customer in a difficult position. * Different items in your quote have different delivery timelines and need to be billed on their own schedule. ## Enable Progress Invoice To create progress invoices, you must first enable the feature from your quote settings. Once enabled, any accepted quote you create going forward will support progress invoicing. **Note:** Progress invoices can only be created for quotes created after you enable this feature. Existing quotes in accepted state are eligible to create progress invoices. After enabling Progress Invoice, you can only associate [price lists](/de-de/billing/help/product-catalog/price-lists.html) with its Price List Type as Individual Items to a quote. To enable Progress Invoice, configure it in Settings. [Learn More](/de-de/billing/help/sales/quote/preferences.html#progress-invoice) ## Create a Progress Invoice Once your customer accepts a quote or when a quote is marked as accepted, you can create a progress invoice for that quote. Here’s how: * Go to **Sales** on the left sidebar. * Select **Quotes**. * Select the accepted quote for which you want to create a progress invoice. * On the quote details page, click **Convert to Invoice**. * The Create Progress Invoice popup appears. Choose one of the following invoicing options based on how you want to bill the customer. ### Invoice the Entire Amount You can invoice the entire amount for a progress invoice: * Select **Invoice the Entire Quote Amount** if you want to generate a single invoice for the full quote value. * Click **Next**. * You’ll be taken to the New Invoice page with all line items pre-filled for the full amount. Review the details and click **Save as Draft** or **Save and Send**. ### Invoice a Custom Amount or Percentage * Select **Invoice a Custom Amount or Percentage** to invoice a portion of the total quote either as a flat amount or as a percentage applied equally across all line items. * Choose **%** to enter a percentage or the **Currency** icon to enter a fixed amount. * Enter the value you want to invoice. * Click **Next**. **Note:** The percentage or amount you enter will be applied proportionally to all line items in the quote. * You’ll be taken to the New Invoice page with the calculated amounts pre-filled in the item table. Fill in any other required fields, then click **Save as Draft** or **Save and Send**. ### Invoice a Custom Amount for Each Line Item * Select **Invoice a Custom Amount for Each Line Item** to set a different invoicing amount or percentage for each line item in the quote individually. * Click **Next**. * You’ll be taken to the New Invoice page. For each line item in the item table: * Select **%** to enter a percentage or the **Currency** icon to enter a fixed amount. * Enter the amount or percentage for that line item. * Fill in any other required fields, then click **Save as Draft** or **Save and Send**. **Pro Tip:** Use this option when different deliverables in a project have different billing milestones. For example, billing 50% of the design fee upfront but only 10% of the installation fee at the same stage. ### Invoice the Remaining Balance To invoice the remaining balance amount: * Select **Invoice the Remaining Balance Amount** to generate a final invoice for whatever amount has not yet been billed. This option appears only after at least one progress invoice has already been created for the quote. * Click **Next**. * You’ll be taken to the New Invoice page with the outstanding balance pre-filled. Review the details, then click **Save as Draft** or **Save and Send**. **Note:** Once the invoice is saved, the quote status updates to reflect the current billing state: Partially Invoiced if a balance remains, or Invoiced once the full amount has been billed. ## Edit a Quote After Invoicing You can edit an accepted quote even after progress invoices have been created for it, for example, to add new line items that were included later. **Note:** You cannot edit or remove the invoiced line items in a quote when editing a quote that is partially or completely invoiced. **Note:** If you add new items to an already-invoiced quote, the quote status reverts to Partially Invoiced. You’ll need to create new invoices for the newly added items. The quote status changes back to Invoiced only after the full updated amount has been billed. ## View Progress Invoice Details After creating one or more progress invoices for a quote, you can review a breakdown of what has been invoiced, what discounts were applied, and what balance remains for each line item. * Go to **Sales** on the left sidebar. * Select **Quotes**. * Select the quote you want to review. * On the quote details page, disable **Show PDF View**. The item table now shows the Item Information, Invoiced Amounts, Discounts, Remaining Balances, and Total Amount for each line item in the quote.