Zoho Invoicing

Hello,

I wonder if you can help me please.

We are looking to see if we can have the Zoho CRM perform Invoicing in the following way...

1. We have a client we log as a Lead.

2. We convert that lead and it adds as a contact.

3. We select the contact and create a sales order.

4. Once all agreed we then convert that sales order to an Invoice. Which also creates an account for this client.

Here is what we are looking for... We take stage payments for the job.

Is there a way for us to raise an invoice against this particular client which then shows that invoice as outstanding on their account? and once payment is received we can show that the balance has now been cleared? or if part payment has been received we can show how much is still outstanding.

I hope the above makes sense... Essentially we want to be able to track the clients balance with Zoho. And on some jobs we have unexpected costs where the client may ask for additional work. So we want to be able to add this to the client balance and chase this when it is due.

Is this possible of Zoho? If i haven't made sense please let me know and i will try to explain more clearly.

Thank you in advance.

Regards

Mark Holmes.

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