Progress Billing Tutorial for Zoho Books

Learn how to set up progress billing in Zoho Books and create partial invoices against a quote or estimate. This tutorial walks through how to enable progress invoicing, convert an accepted estimate into a progress invoice, bill by percentage or custom line item amounts, and avoid over-invoicing. It also explains how invoice totals appear inside Zoho Books and where custom functions can improve visibility for invoiced amounts and estimate totals.
The video also covers an alternative workflow using the sales order module for businesses that need invoicing tied more closely to fulfillment and shipping. Whether you handle milestone billing, project invoicing, or partial billing for larger jobs, this walkthrough shows the practical setup, limitations, and customization opportunities inside Zoho Books.
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TIMESTAMPS
0:00 Intro
0:26 Activate Progress Billing
1:23 Invoice Module Setup
5:38 Line Item Example
7:05 Sales Order Module Workaround
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