ONE screen should display ALL records – Invoice, Credit Note, Retainer invoice
– and allow the user to filter the ones they want to see
1
vote
Anonymous
shared this idea
Hi,
Thank you for posting on our feedback forum.
The leftbar (the leftmost pane) of the Zoho Invoice interface lists the different modules like Contacts, Items, Invoices, Estimates etc.,, giving you the option to access any module at any time. Moreover, if you would not require a particular module, say ‘Estimates’, you also have the option to hide it under Settings > Preferences > General.
We also understand that the need to view all the transactions of one particular customer and that’s exactly why we have provided the “Sales” section in the contact details page of each client.
If you have any further queries, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma.