Skip to content

Anonymous

← Feedback Forum

My feedback

3 results found

  1. Custom Invoices -Please allow us to customize the invoice more. more compact

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Zoho Books » Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    Ask about custom html templates, it is available I believe...

  2. Ability to Send Requests for Quotes

    113 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    11 comments  ·  Zoho Books » Purchase Order  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    I have made a custom template in the PO module that looks like a PO but is titled as Request for Quote. I create a new PO that lists the items I want quoted, I change the PO number leading letter to a Q (ie, QO-00001) and assign my customer RFQ template to it. I then change the number back to a normal PO number (ie, PO-00001) if I want to change the Quote to a PO. It isn't perfect, but works for me...

  3. item search

    535 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    55 comments  ·  Zoho Books » Items  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)