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2 results found

  1. Create one invoice from multiple Sales Orders

    Many companies as mine have several orders from a customer during the month (I use the Sales Order function for these), but we invoice them one a month, so at the end of the month we take all the orders and make a unique invoice... will be amazing if we can just join several orders from the customer and convert into one single invoice...

    116 votes
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    11 comments  ·  Purchase Order  ·  Admin →
    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi all,
    

The option to create an invoice by associating multiple Sales Orders is available. 


    1) Create new Invoice > Chose the customer > Include Open Sales Order (below the item table) > Choose the sales orders to be converted into the invoice > Add.

    2) Sales Order module > Bulk select the Sales Orders that you want to convert into an invoice > Bulk Actions > Convert to Invoice. 



    Regards,
    
Zoho Books Team

  2. credit options

    Hi,

    Many a times, vendors offer credit to the business and it is bound by a limit and a duration. Vendor payments should be shown as overdue when either the defined limit overshoots or the credit duration expires. This feature is available in QuickBooks as a standard and is very helpful while creating purchase orders, so that we are aware of when actually I need to pay my vendor and help in managing the finances in a better way.

    Similar option should be available for clients as well, since there are cases when a business offer credit facility to its…

    3 votes
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    0 comments  ·  Purchase Order  ·  Admin →
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