Zoho Books is setup to handle customer deposits, albeit not through an invoice. This is a limitation, on one hand. On the other, as you’ll see in the video, Zoho has done a really nice job in providing for specific types of transactions.

In the video I will walk you through the invoice process, and you’ll see why you cannot invoice for a retainer in Zoho Books. Then I’ll show you how it IS handled in Zoho Books.

It is important, when you are learning a product to understand where the limitations are. This comes from having a working knowledge of the fundamentals. To invoice for a deposit, I need to be able to link an item to a liability account. And so there goes your hint.

Enjoy the video and post your questions on How to handle customer deposits in Zoho Books.

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