I’ve completed a certain part of the job and I want to invoice my customer for it. Can I do this in Zoho ERP?

Yes, you can can invoice your customer for partial completion of a project. Here’s how:

• Go to Invoices on the left sidebar.
• Create a new transaction or edit an existing one.
• In the Item Details section, click the More icon (⁝) next to the line item you have added.
• Select Show Additional Information.
• Select the project from the Select a project dropdown.
• After entering all the other required details, save the transaction by clicking Save.

You can also bulk associate projects to multiple line items.

To bulk update:

• Go to Sales on the left sidebar.
• Navigate to the Invoices module at the top.
• Click + New in the top right corner.
• Enter the required details.
• Click the Bulk Update Line Items in the Item Details table.
• Choose Bulk Update Line Items.
• Click Update Projects.
• Select the projects to update from the Projects dropdown.
• Click Update.