Payment "term" section to be enabled to the estimate section just like on Invoice section.
It is important for me and my client as I can show them how the term is going to be.
Thank you for posting on our feedback forum.
Payment terms are typically used to set a due date to an invoice and collect payments within that date. Since the clients cannot make payments for estimates, neither the “due date” nor the “payment term” would come into the picture.
As far as estimates are concerned, it’s a deal you offer which they can accept/decline. To set a date before which you would like them to accept/decline, you can make use of the “Expiry date” field in the estimate.
Hope this helps. If you have any queries, you can write an email to support[at]zohoinvoice[dot]com
I understand what you think the estimates are for.
I am asking because Zoho is the best thing I could get from the invoicing program market.
I am not demanding the due date to be coming into the picture.
I have been using ZOHO as PROFORMA INVOICE creator.
It is amazing that I can have custom fields to be linked up to both Estimates and Invoices.
I, however, really need this term to be enabled because PROFORMA INVOICE is not a simple estimate but an agreement.
Please understand the need here.
I am very sure that you could get bigger fish than small vender If you enable features for PROFORMA INVOICES.