To associate Bills, Expense and PO to Project & Customer
see the heading
13
votes
Khalid
shared this idea
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Anonymous commented
Would be great if we could link them to CRM deals / potentials too..... Just like Invoices in books has the option to link to a relevant CRM deal.
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Aashiti commented
+1
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Hello Everyone,
You can associate customers to Bills or expenses and later invoice them for the same.
User guide link - https://www.zoho.com/books/help/bills/#bill-customer
Do give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.