Partial payments for retainer invoices

Partial payments for retainer invoices

When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function. 

    • Recent Topics

    • #12 Bringing In A Second Pair Of Hands

      Meera's studio became a two-person business in month five. Adding the second person took ten minutes. Working out why Meera herself was showing up as Staff took considerably longer. The Usual Way To Do This Covered in our published General FAQ, with the

    • How can I add a Custom Field (or Customer_name) to a picklist?

      Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

    • Header Line in Quote product rows

      I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title 

    • 👍 Zoho CRM's Notes now gets Reactions and a new look

      Moderation update: Currently available in the following DC's CA, AU, CN, UAE, JP, SA - All Editions EU - Free, Standard and Professional Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records.

    • Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone

    • Can't connect to POP and SMTP over VPN

      I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).

    • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

      Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A

    • Online Payment Fees

      We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd

    • O SalesIQ aceita números do Whatsapp Business com coextistência?

      Tenho uma equipe com vários vendedores e cada um deles tem um celular corporativo usando o Whatsapp Business para se comunicar com os clientes. Estamos no plano Zoho One e esses mesmos vendedores também usam o SalesIQ para atender os leads que vem do

    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

    • Any update on much requested feature, to delete attachments without deleting the e-mail body?

      People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text

    • Undo/redo when composing Mail

      Where is the undo/redo button when composing mail? I've new to Zoho, I've looked, I've searched and can't find it. What am I missing?

    • Mail menu bar items missing in Inbox and folders

      Last night some shortcuts such as Move to Folder, Archive, Delete, Mark as spam, and others, disappeared from my Mail menu bar, along with items in the vertical three dots extension such as Mark as read, Flag as, Mark as unread, etc. What I now have instead

    • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

      This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due

    • Sent items with shared folders

      Hello, this is in some way in between a problem and an idea.  When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is

    • What's New in Zoho Inventory | July & August 2026

      Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements

    • E-mail com problema

      Não estou recebendo e-mail desde Janeiro. Algo desconfigurou e eu não consigo resolver. Podem ajudar? Aguardo. Wagner Della Aversana Whats 55 11 985119899

    • Account Blocked due to Suspicious Activity.

      Hello, Trying to get access to my account, I have found this message above in the subject of this message. I am unable to log back to my account (see err. mess. below.) and thus cannot get rif of this following the Zoho procedure : I followed the step

    • SAML authentication in Zoho Mail: Simplify and secure your organization's login management

      Managing login credentials across multiple web applications can be challenging for organizations with a large number of users. Without a centralized authentication system, users are required to maintain separate passwords for each application, increasing

    • How to prepare a balance sheet for a company that has no operations yet?

      .

    • Can't create new account in zoho email

      Hello, i'm trying to create some free accounts to my customers... and since yesterday i can't create a new account, what is wrong? why i can't create free account? Thank You

    • Name autocomplete

      Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is

    • Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

      Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance

    • Bank Feeds - Again

      Bank feeds broken again for me. I don't see other recent posts on this, so maybe it's just us? Tried: refresh update cred/ deact./react. feeds chat support Nothing. On day 2 without zoho as a result, which is crippling for us. We've used zoho for a year

    • Create a single record from multiple images with ICR

      Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images based on the configured ICR rule. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract

    • SPF failure in android app

      I have no domain. I am not admin of anything. All I want to do is send an email from a zohomail.eu address, using the Zoho android app, with all settings as default. I do not use Office 365, or EOP, or Outlook, and I have no domain or domain registrar.

    • Recover accidentally deleted mail account

      Email account was accidentally deleted from admin console. 

    • Zoho Books | Product updates | August 2026

      Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

    • Page Not Found error - 404 error

      Hello, I am a first time user of zoho sites.I just published my website dentistinminneapolis.com but its giving me a 404 error.Please look into it ASAP and help with the problem.

    • What's New in Zoho POS - September 2026

      Hello everyone, Welcome to Zoho POS’s monthly update, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how September went. Global Edition of Zoho POS for Retail is here On September 28, 2026, we launched

    • Push error with Zoho Books and Zoho CRM

      I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.

    • crm to books

      We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?

    • Announcing new features in Trident for Windows (v.1.43.5.0)

      Hello Community! This release includes a collection of enhancements and feature updates aimed at making your email and collaboration experience smoother. Let’s dive into what’s new! Zoho Desk email notifications as Smart Mail. Zoho Desk Smart Mail is

    • How to Manage Two GST Numbers / Two Companies in a Single Zoho Inventory Organization?

      Hi Team, We currently have two separate legal entities: A Proprietorship Firm with its own GSTIN A Private Limited Company with a different GSTIN However, operationally, both companies deal with the same products, and we would like to manage the physical

    • How To Implement an Auto-Check-out Feature for Attendance?

      If an employee forgets to check out, the system should automatically check out the employee at 6:30 PM

    • Convert an Existing Single Item into an Item with Variants

      Hello Zoho Team, Introducing variants is a great addition to Zoho Inventory. However, we would like to request an option to convert an existing single item into an item with variants. For example, Item A initially comes in only one colour, so we create

    • IP Address List > Sigma

      We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform

    • How to turn off notifications for shared mailbox?

      It seems like a pretty common use case for shared mailboxes is getting notifications that are relevant to multiple people. That type of email tends to be high-volume and not time sensitive, the type of thing you check once a day to see if anything is

    • Default Country list suggestions on CRM is different then on Book; how do/did others address this?

      So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with

    • Object-level edit permissions

      Hi, we are currently running into a limitation with permissions inside larger workspaces. Our use case is a central Analytics workspace that contains many tables, Query Tables, reports and dashboards used by different teams. We would like to allow certain

    • Next Page