Make an invoice for a CRM Contact and not only for CRM Account.
Currently in CRM you cant make an invoice for a contact. Only for Accounts. As we are a B2C and B2B service company, we have both organisations and induviduals as our clients. At the moment if Mr. X books a holiday with my company, I cant make an invoice for Mr X. There has to be an account linked to Mr X for me to make an invoice
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Akshay
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Hi there,
We are so glad to inform that we have enhanced the Zoho Invoice – Zoho CRM integration such that you can invoice both your B2B and B2C type clients.
To know more on this, kindly drop an email to support[at]zohoinvoice[dot]com with your organization ID.
Cheers,
Reshma