Good evening,

Our service based business has just secured a new project.

In the past I would have duplicated an old invoice and changed various details and sent an invoice for 50%. Plus updated an excel doc noting what percent invoice has been sent and on what date. That system was ok but I assume Zoho CRM should be better for this.

I created a quote for the project in Zoho and have successfully won the biz.

I'd now like to create a quote for 50% of the business. Is there a simple way to achieve this.

There's a 4 year old answer on the forum which suggested slightly messy work arounds. Has anything been improved since then?

Thanks

Jon