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3 results found

  1. Have chapters in estimates and invoices

    When you have long estimate, it is important to divide it in chapters for the customer. An estimate with 30 position without chaptering is very difficult to understand for the end customers. With chapter, and subtotal per chapter, it is easy to understand estimate from construction for instance.

    201 votes
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    18 comments  ·  Estimates  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all, 


    For categorising the items in the transaction, we have the option to add Item Headers in the Estimates, Invoices and Recurring Invoices. Create Invoice > Add Item Header(below the item table)
    However, we do not have immediate plans to implement the subtotal under each header section. 



    Regards, 

    Zoho Books Team

  2. retail invoice template

    Why retail template is not available for Estimates ? Please provide that option.

    7 votes
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    Available  ·  0 comments  ·  Estimates  ·  Admin →
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  3. Please add in Estimation template,stock availability Column

    Please add in Estimation template,stock availability Column

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    In the estimate when an item is added, we now display the available stock and further information about the item quantity is displayed by clicking on it

    Please refer the attached screenshot to know more.

    Regards,
    Zoho Books Team

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