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Jo Seawright

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  1. 368 votes
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    Jo Seawright commented  · 

    This is very much needed, even if a partial solution at first. Currently looking at using a custom module in CRM to be able to log assets against building sites (Deals) but the CRM doesn't let you pull in POs / Bills in the finance section, which would greatly help this issue and a few other. Because we need to know what expenses are against both assets and deals.

    Jo Seawright supported this idea  · 
  2. 1 vote
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Jo Seawright shared this idea  · 
  3. 42 votes
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    Jo Seawright commented  · 

    That's what retainer invoices are... and they have a specific state for tax purposes so that they are kept separate from taxable revenue. If you research the definition of Pro-forma versus Retainer invoice there is virtually no difference other than one is considered marginally more legally binding than the other. The tax treatment is the same.

  4. 16 votes
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    Jo Seawright supported this idea  · 
  5. 3 votes
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    Jo Seawright shared this idea  · 

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