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  1. ONE screen should display ALL records – Invoice, Credit Note, Retainer invoice

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

    Hi,

    Thank you for posting on our feedback forum.

    The leftbar (the leftmost pane) of the Zoho Invoice interface lists the different modules like Contacts, Items, Invoices, Estimates etc.,, giving you the option to access any module at any time. Moreover, if you would not require a particular module, say ‘Estimates’, you also have the option to hide it under Settings > Preferences > General.

    We also understand that the need to view all the transactions of one particular customer and that’s exactly why we have provided the “Sales” section in the contact details page of each client.

    If you have any further queries, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

    Anonymous shared this idea  · 

  2. Add due date and discounts to retainer invoices

    7 votes
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    1 comment  ·  Zoho Books  ·  Admin →
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    Anonymous supported this idea  · 

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