Default settings for creating Invoices from Projects
Option to provide default settings for creating invoices from projects. Thus if we have a fixed format for creating invoices the hassle of providing settings every time will be resolved.
15
votes
Hari
shared this idea
Hello everyone,
In Zoho Invoice, if you set the “Invoice preferences” for a project and choose the fields to be displayed in the item name/description columns, it would be remembered for all the invoices for that project.
You can have this link for reference.
https://www.zoho.com/invoice/help/timesheet/more-with-timesheets.html
Regards,
Reshma
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Anonymous
commented
I agree with the above - I also think it would be wise to extend this to the creation of the projects themselves. For example, always be set up to "bill by task hours" or whatever by default.