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Laurent

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  1. custom status for purchase orders

    9 votes
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    2 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Laurent commented  · 

    3.5 years later... is this not a basic functionallity?

    Laurent supported this idea  · 

  2. An option to save different versions of the estimate

    61 votes
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    13 comments  ·  Zoho Invoice » Estimates  ·  Admin →
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    Laurent commented  · 

    What is the status on this one?
    Do we really ave to clone each estimate?

    Laurent supported this idea  · 

  3. Ability to manually close sales orders

    14 votes
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    2 comments  ·  Zoho Books  ·  Admin →
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    Laurent commented  · 

    I totally agree, I have contacted support many times, and we are still struggling with this part.
    We lost total control of which sales orders are effectively open, and which sales orders are invoiced, but because one item was delivered as for example a guarantee case, it was not invoiced. So the sales order remains open.

    I do not understand why this is so hard.
    I thought to have found a workaround with custom status, but this is not applicable on the closed status...

    Losing hope on this one.

    Laurent supported this idea  · 

  4. Invoice a sales order on another customer

    3 votes
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Laurent shared this idea  · 

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