Zoho Books Retainers, Prepayments, & Clean Invoice Reconciliation

Avoid one of the most common and costly Zoho Books mistakes: unapplied retainers and prepayments. In this video, we show you exactly how these errors happen, how to fix them fast, and how to prevent them with Zoho’s built-in workflows. Whether you’re taking early payments from customers or paying vendors in advance, knowing how to apply them correctly is critical for smooth reconciliation and accurate reporting.
You'll learn when to use retainer invoices, how to handle excess payments, and why vendor prepayments need special attention. Plus, get our prevention checklist and reporting tips to catch issues before they cost you extra bookkeeping hours.
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TIMESTAMPS
0:00 Intro
0:28 Find and Fix a Prepayment
2:40 Create a Retainer Invoice
4:53 Excess Payment
5:28 Vendor Prepayments
7:00 Prevention Checklist
7:32 View Reports to Review
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