## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Progress Invoice

**Note:** This feature is available in all the paid plans of Zoho Books. Visit the [pricing page](https://www.zoho.com/books/pricing/) to learn more.

Progress invoicing is an invoicing method that allows businesses to invoice and receive payments in smaller, manageable amounts as work is completed or products are delivered rather than waiting for full payment at the end of a project. This approach splits the total agreed-upon price into several payments, helping businesses maintain cash flow throughout the project.

In Zoho Books, you can easily set up and manage these progress invoices, ensuring you get paid incrementally until the full amount is collected. This method helps you avoid financial strain and keeps both the business and the customer on track.

**Scenario:** Zylker Construction starts a $500,000 office project for Skynet Corp and sends progress invoices at key stages. First, they bill 10% upfront, then 20% after the foundation, 30% when framing is complete, and the final 40% upon completion. This way, Skynet Corp pays Zylker Construction at different stages of the project.

## How Progress Invoice Works in Zoho Books

Once you enable _Progress Invoice_, you can create a quote and choose to invoice a custom amount, a percentage, or for specific amounts for each line item. Once the invoice is created, the quote is marked as **Partially Invoiced**. You can then keep creating invoices periodically until the entire amount is invoiced.

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## Enable Progress Invoice in Zoho Books

**Notes:**

*   Once you enable Progress Invoice:
    *   You cannot create an invoice directly from a quote if it has already been converted into a sales order.
    *   You can use and associate price lists of type **All Items** or **Individual Items**, but the pricing scheme must be set to **Unit Pricing** only.

**Prerequisite:** To enable Progress Invoice, make sure **Don’t Convert Accepted Quotes Automatically** is selected under **Automate accepted quotes to invoices conversion** in **Quote Preferences**. If this isn’t set, you can enable it by going to **Settings** > **Sales** > **Quotes** > **General** > **Automate accepted quotes to invoices conversion** > check **Don’t Convert accepted quotes automatically**, and click **Save**.

To enable Progress Invoice in Zoho Books:

*   Log in to your Zoho Books organisation.
*   Go to **Settings**.
*   Select **Quotes** under _Sales_.
*   In the _General_ tab, under _Progress Invoice_, check **Allow creation of progress invoice from a quote**.
*   Scroll down, and click **Save**.

Now, _Progress Invoice_ will be enabled, and you can start creating progress invoices from an accepted quote.

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## Create a Progress Invoice From a Quote

**Prerequisite:** The quote must be accepted by the customer or marked as accepted.

To create a progress invoice:

*   Log in to your Zoho Books organisation.
*   Go to _Sales_ on the left sidebar, and select **Quotes**.
*   Select the accepted quote for which you want to create a progress invoice.
*   In the _Details_ page, click **Convert to Invoice**.
*   In the _Create Progress Invoice_ popup, choose how you want to invoice the customer from the following options:
    *   **Invoice the entire amount:** Select this option to create an invoice for the full quote amount instead of invoicing a custom amount or percentage.
    *   **Invoice a Custom Amount or Percentage:** Select this option to invoice a custom amount or percentage. After you select this option:
        *   In the popup that follows, choose the **%** icon to apply a percentage or the **Currency** icon to enter a specific amount.
        *   Enter the amount or percentage you want, and click **Next**.
        *   You’ll be redirected to the _New Invoice_ page, where the specified amount or percentage is applied to the items in the _Item Table_. To add more items, click **\+ Add New Row** or **\+ Add Items in Bulk**.
        *   Fill in the other necessary fields, and click **Save as Draft** or **Save and Send**.
    *   **Invoice a custom amount or percentage for each line item:** Select this to invoice a custom amount or percentage for each line item. After you select this option:
        *   You’ll be redirected to the _New Invoice_ page, where you’ll need to enter the amount or percentage for each line item in the _Item Table_. Select the **%** icon to apply a percentage or the **Currency** icon to enter a specific amount.
        *   Enter the amount or percentage you want.
        *   To add more items, click **\+ Add New Row** or **\+ Add Items in Bulk**.
        *   Fill in the other necessary fields, and click **Save as Draft** to save it as a draft or **Save and Send** to send the invoice to the customer.
    *   **Invoice the Remaining Balance Amount:** If you’ve already created progress invoices, select this option to invoice the remaining balance of the quote. After you select this option:
        *   You’ll be redirected to the _New Invoice_ page, where the customer is invoiced for the remaining quote amount.
        *   Review the details, and click **Save as Draft** to save it as a draft, or **Save and Send** to send the invoice to the customer.

Now, an invoice will be created for the custom amount or percentage you entered, and the quote will be marked as **Partially Invoiced**. You can create additional invoices from the quote until the full amount is invoiced.

**Insight:** If you edit an invoiced quote and add more items, the quote status will revert to **Partially Invoiced**. You will need to create new invoices for the full quoted amount, after which the quote’s status will change to **Invoiced**.

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## View Progress Invoice Details for the Quote

After creating progress invoices for the quote, you can view the item details, amounts, and remaining balances for each item. Here’s how:

*   Log in to your Zoho Books organisation.
*   Go to _Sales_ on the left sidebar, and select **Quotes**.
*   Select the quote for which you want to view progress invoice details.
*   In the _Details_ page, disable **Show PDF View**.

Now, you can view details such as _Item Information_, _Invoiced Amounts_, _Discounts_, _Remaining Balances_, and the _Total Amount_ for each item in the quote.

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## View Progress Invoice Summary Report

You can view the details of quotes for which you created progress invoices. Here’s how:

*   Log in to your Zoho Books organisation.
*   Go to _Reports_ on the left sidebar.
*   Select **Progress Invoice Summary** under _Receivables_.

Now, you can view details like the quotes linked to progress invoices, the customer name, the percentage of the amount invoiced, the invoiced amount, and the remaining balance amount to be invoiced.