Option to Remove Invoices & Payment History via Client Portal
We're at a constraint via our parent organization. We use Zoho to create estimates and convert to paid invoices. This invoice Data is exported and converted into Microsoft GP. We as a smaller organization in the umbrella can't dictate our own invoicing system.
So here is what leads up to this function....
- We would like to use the 'Accept this Estimate' without use of a client portal.
- We understand this isn't possible without the Client portal. We're good with that...Ultimate its a great feature the Client could have a portal to see past estimates as well as see open projects.
- Problem - Given we can't receive payments via zoho, and that our accountants add tax data after the information leaves zoho (invoices wont match directly) we need to be able to disable the invoices + payment history sidebar tab options. They will still need to live within Zoho Books for us day-to-day operators...But even a simple css display:none function for those two things in the client portal will allow us to use the Portal + The acceptance of estimates by the client personally.
- We understand we're a small org and this may not fit into the roadmap for Zoho Books but we wanted to see our the possibility anyway.
- Keep rocking it zoho, we're excited to be apart of your platform!
3
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Bryan Funk
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