show on the New Invoice screen whether-or-not a customer has an available credit that should be applied.
When creating new invoices, I would like the invoice screen to show if customers have available credits that can be applied to their new invoices. I have lots of customers with available credits on their accounts. Every time I create a new invoice, I have to back out of the New Invoice screen and verify whether-or-not a client has a credit that should be applied. Even better, I would love it if Zoho automatically asked me if I would like to apply an available credit to the invoice before saving and emailing it to the customer!
10
votes
Anonymous
shared this idea