ScopeMill
Zoho Inventory · limited pilot

Create the next invoice from what actually shipped.

When one Sales Order ships in stages, Shipped Balance previews only the quantities already shipped and not yet invoiced, then creates a native Zoho Draft for review. You do not have to remove the unshipped lines one by one.

Start the £49/month pilot See how it works

One Zoho organisation · billed monthly in GBP · no fixed term · secure checkout via Stripe

Native DraftYour usual Zoho review process stays the same
Zoho stays in controlSales Orders and Draft invoices stay in Zoho
Secure checkoutSubscription and billing handled by Stripe
Fit protectedIf the current pilot cannot support your setup, the first payment is refunded
Why Shipped Balance exists

Partial shipments should not turn invoicing into line-by-line cleanup.

On a large partially fulfilled Sales Order, the manual job is not “create an invoice”. It is working out what actually shipped, subtracting what has already been invoiced and stripping everything else out of the next invoice.

1Open Sales OrderPartially fulfilled
2Identify invoiceable balanceOnly shipped, uninvoiced quantities
3Review eligible linesUnshipped quantities excluded
4Create Zoho DraftNormal finance review continues
How it works

See the simple calculation before anything is written.

This example follows one Sales Order. In plain terms: what has shipped, minus what is already invoiced, becomes the next Draft.

SO-EXAMPLE-1042Illustrative example data
Interactive demo
Ordered19units
Shipped so far14units
Already invoiced8units
Ready for Draft6units
14 shipped−8 already invoiced=6 ready for the next Draft
ItemOrderedShippedAlready invoicedReady for Draft
Item A10734
Item B5550
Item C4202
2 lines ready6 units ready for the Draft
Step 1 · Find the gap

6 shipped units have not been invoiced yet.

Item A has 4 ready and Item C has 2. Item B is already fully invoiced.

Ready for the next Draft6 shipped, uninvoiced units across 2 order lines
Fit

A good fit when partial shipments create recurring invoice cleanup.

Shipped Balance handles that one step. Your existing Zoho review and invoicing process stays in place.

Good fit

Staged fulfilment is a normal part of the workflow

  • Sales Orders are routinely fulfilled across more than one shipment.
  • Invoices are raised as goods ship, rather than only after the whole order is complete.
  • Staff currently reconcile quantities or remove unshipped lines manually.
  • The cleanup happens often enough that removing it would save useful time.
Probably not a fit

The order normally has no shipped-only balance to reconcile

  • Almost every Sales Order ships complete in one batch or dispatch.
  • You normally invoice the full order regardless of what has shipped.
  • You need automatic sending, payment collection or a replacement accounting workflow.
  • Your setup depends on a configuration the current pilot cannot safely support.
What it does and does not do

It prepares a Draft. It does not take over invoicing.

Zoho remains your accounting system. Your team still reviews the Draft before anything is sent.

✓ Draft onlyNo automatic send, payment collection or mark-as-paid action.
✓ Native Zoho stateShipped Balance uses the Sales Order and invoice records already held in Zoho.
✓ Minimum permissionsWe tell you which Zoho Inventory permissions are needed before setup.
✓ Unsupported cases stopUnsupported configurations are not processed.
Get started

Start the Shipped Balance pilot.

The pilot is for Zoho Inventory teams that regularly invoice staged shipments. Checkout is handled by Stripe; after payment, complete the onboarding details so ScopeMill can confirm your configuration fits the current pilot.

  • One Zoho Inventory organisation
  • Preview of shipped-but-not-yet-invoiced quantities
  • Native Zoho Draft creation for normal review
  • Direct ScopeMill onboarding and support
Limited pilot
£49/month

One Zoho Inventory organisation.

Start paid pilot

Secure checkout via Stripe. If your Zoho configuration cannot be supported within the current pilot boundary, the first payment is refunded in full and the subscription is cancelled.

Pilot terms·Privacy·Contact
Questions

The main things to know about the pilot.

Can I join the paid pilot now?

Yes. The limited pilot is open at £49/month per Zoho organisation. Use the secure Stripe checkout on this page, then complete the onboarding details.

Is Shipped Balance available on Zoho Marketplace?

Not yet. The current pilot is offered directly by ScopeMill.

Does it send invoices automatically?

No. The workflow stops after creating a native Zoho Draft invoice. Your normal review and approval process remains in control.

What does it select for the next Draft?

For supported Sales Orders, it identifies quantities that have already shipped but have not yet been invoiced, then previews those lines before Draft creation.

What if my Zoho workflow is not a fit?

If the onboarding fit check shows that your configuration cannot be supported within the current pilot boundary, ScopeMill refunds the first payment in full and cancels the subscription.

Can I cancel?

Yes. The pilot is monthly with no fixed term. You can cancel future renewals through the Stripe subscription-management route when provided, or by contacting ScopeMill.