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An option to generate statement of accounts without payment details, and only details of outstanding invoices.12 votes
We are so glad to let you know that we have provided the option to send out the “unpaid invoices” list to your customers.
This help document below explains the steps along with screenshots :
Hope you are happy to hear this :)
It would be very useful to have a comment section in the contact overview that could be instantly accessed by all users for scratchpad and temporary comments (the notes field unfortunately requires a number of click-throughs to get to, but is still useful for more permanent notes).
An area at the side would be preferable to the top, since comments at the top mean you have to scroll down to see all the contact information.1 vote
We are happy to announce that now you can create multiple comments for your Contacts.
Kindly have a look at our help document in the link mentioned below.
Give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.
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