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Shay Rohan

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  1. 19 votes
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    1 comment  ·  Zoho Books » Reports  ·  Admin →
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    Shay Rohan commented  · 

    Get rid of the "unearned revenue" account altogether.
    It is an un-necessary complication.
    Unmatched creditor payments, show them as a debit on the creditor account.
    Unmatched debtor payments show them as a credit on the debtor account.
    The way it is currently working is a pain.
    Shay Rohan
    Ireland

    Shay Rohan supported this idea  · 
  2. 41 votes
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    Shay Rohan commented  · 

    This function has arrived.
    Go to Sales / Customers,
    Then on the left tick the check boxes beside the various customers that youn want to send statements to.
    A little button appears at the top of the page (beside the print button), that will allow you to send a batch customer statements.
    I don't know why ZOHO did not announce this them selves.

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    Shay Rohan commented  · 

    A simple wonderful idea.

  3. 51 votes
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    Shay Rohan supported this idea  · 
  4. 377 votes
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    Shay Rohan supported this idea  · 
  5. 42 votes
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    Shay Rohan commented  · 

    You can create another Estimate Template, and title it "Proforma Invoice".
    Then when you create an estimate (depending on the customer) you can send him an "Estimate" or "Proforma Invoice". Same information, on a different template. Just pick the template you want to use for that particular customer.
    Not as good as a proper Proforma Invoice function, but a decent work around I think.
    Shay Rohan - Ireland

  6. 316 votes
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    Shay Rohan supported this idea  · 
  7. 1 vote
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  8. 2 votes
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    0 comments  ·  Zoho Books  ·  Admin →
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  9. 393 votes
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  10. 7 votes
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  11. 642 votes
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    Shay Rohan supported this idea  · 
  12. 19 votes
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    0 comments  ·  Zoho Books » Reports  ·  Admin →
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    Shay Rohan shared this idea  · 

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