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How do I manage milestone billing in Zoho Books?

At present, Zoho Books does not support Milestone Billing. However, for projects synced from Zoho Projects to Zoho Books, you can manage milestone billing directly within Zoho Projects. To do so:

  • Navigate to the Projects module in Zoho Projects.
  • Select the specific project you want to bill.
  • Go to the Milestone section.
  • Choose the desired milestone for invoicing.
  • Click the Invoice tab to create a new invoice for that milestone.

The milestone Invoice created in Zoho Projects will be seamlessly synced to Zoho Books under the corresponding project.


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