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Andy

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  1. create retainer invoice from sales order

    4 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Andy commented  · 

    For us, the flow is Estimate > Sales Order > Retainer Invoice > Payments > Purchase Order > Bill > SO to Invoice (against Retainer) > Delivery.
    Would be good to convert SO to Retainer and see a trail through all steps. Generally, Retainer is quite basic, can't even select products....

    Andy supported this idea  · 

  2. email tracking

    287 votes
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    Planned  ·  16 comments  ·  Zoho Invoice » Integrations  ·  Admin →
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    Andy supported this idea  · 

  3. credit card surcharge

    632 votes
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    58 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    Andy supported this idea  · 

  4. Optional Items in Estimates, Allowing customer to select item he needs

    103 votes
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    13 comments  ·  Zoho Invoice » Estimates  ·  Admin →
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    Andy supported this idea  · 

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