Dawn
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7 votesDawn
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9 votesDawn
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315 votes
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36 votes
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commented
This is critical. How do you call this a CRM integrated product if you can't use a ton of the features within CRM. So, a workaround would be to use books, but there is no permission setting to only allow access to your own transactions. If we have that setting in CRM and not in Books and you are forcing me to use books instead of CRM then at least have the settings in Books that are in CRM.
Dawn
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79 votesDawn
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39 votes
Hello everyone,
Thank you for posting on our feedback forum.
By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.
Regards,
ReshmaDawn
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37 votes
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10 votesDawn
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191 votesDawn
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We absolutely need ability to spread payments out for one invoice, with different due dates and amounts.
A) simple split (half now, half in a month)
B) Divided into monthly payments
C) Monthly Actuals - monthly payments based on partial order product delivered during the previous month (i.e. ordered 20 of a product, spread out over several months with uneven delivery of product and paying only for what delivers in previous month)