Shay Rohan
My feedback
12 results found
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19 votes
An error occurred while saving the comment Shay Rohan supported this idea · -
41 votes
An error occurred while saving the comment Shay Rohan commentedThis 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.
An error occurred while saving the comment Shay Rohan commentedA simple wonderful idea.
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51 votesShay Rohan supported this idea ·
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377 votesShay Rohan supported this idea ·
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42 votes
An error occurred while saving the comment Shay Rohan commentedYou 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 -
315 votesShay Rohan supported this idea ·
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1 vote
The idea has been moved to Work In Progress
Shay Rohan shared this idea · -
2 votesShay Rohan shared this idea ·
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393 votesShay Rohan supported this idea ·
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7 votesShay Rohan shared this idea ·
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642 votesShay Rohan supported this idea ·
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19 votesShay Rohan shared this idea ·
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