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Nivedita Dga

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  1. from estimates we need another link to make a performa invoice so that we do not need to make it separately

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    0 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.

    Regards,
    Reshma

    Nivedita Dga shared this idea  · 

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