from estimates we need another link to make a performa invoice so that we do not need to make it separately
From estimates we need a link to make a performa invoice so that we dont need to make them separately and a link is not broken between estimates an invoicing stage
5
votes
Nivedita Dga
shared this idea
Hi there,
Thank you for posting on our feedback forum.
We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.
Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.
Regards,
Reshma