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  1. confirmation of the order

    3 votes
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    0 comments  ·  Zoho Invoice  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    In Zoho Invoice, your clients cannot make an order for the required products. However, the remaining flow is entirely possible.

    “1. We send an offer and 2. Customer accept the offer”
    For this, you can make use of the “Estimates” section. You can create an estimate and send it to your clients and they can accept it through the client portal. You can refer this help doc to know more:
    https://www.zoho.com/invoice/help/estimate/estimate-accept.html

    “2. We send a confirmation..”
    You can set it up such that the accepted estimates can be converted to invoices.
    https://www.zoho.com/invoice/kb/estimates/estimate-invoice-automate.html

    Hope this helps.

    Regards,
    Reshma.

    Anonymous shared this idea  · 

  2. ADD: Purchase confirmation Form

    10 votes
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    2 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.

    Regards,
    Reshma

    An error occurred while saving the comment
    Anonymous commented  · 

    we need it in germany to send a confirmation to the cutomer that he has already order what he order in steps:

    1. we send an offer
    2. customer accept the offer
    3. we send a confirmation of the order that he defently knows what he get with all details of for example delivery etc.

    Anonymous supported this idea  · 

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