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

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

  • Go to the Invoices module.

  • 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 Add Additional Information.

Partial invoice
  • Select the project from the dropdown below Associate Projects.
Partial invoice
  • Click Save.
  • After entering all the other required details, save the transaction.

You can also bulk associate projects to multiple line items. To bulk update:

  • Go to Sales > Invoices.

  • Click + New in the top right corner of the page.

  • Enter the required details.

  • Click the Bulk Update Line Items option above the Item Details table on the right. Partial invoice

  • Click Update Projects. Partial invoice

  • Select the projects to update from the Projects dropdown.

  • Click Update.

Partial invoice
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