Skip to content

Anonymous

← Feedback Forum

My feedback

2 results found

  1. payment term

    3 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…)
    1 comment  ·  Zoho Invoice » Estimates  ·  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
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello,

    Thank you for posting on our feedback forum.

    Payment terms are typically used to set a due date to an invoice and collect payments within that date. Since the clients cannot make payments for estimates, neither the “due date” nor the “payment term” would come into the picture.

    As far as estimates are concerned, it’s a deal you offer which they can accept/decline. To set a date before which you would like them to accept/decline, you can make use of the “Expiry date” field in the estimate.

    Hope this helps. If you have any queries, you can write an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

    An error occurred while saving the comment
    Anonymous commented  · 

    I understand what you think the estimates are for.

    I am asking because Zoho is the best thing I could get from the invoicing program market.

    I am not demanding the due date to be coming into the picture.

    I have been using ZOHO as PROFORMA INVOICE creator.

    It is amazing that I can have custom fields to be linked up to both Estimates and Invoices.

    I, however, really need this term to be enabled because PROFORMA INVOICE is not a simple estimate but an agreement.

    Please understand the need here.

    I am very sure that you could get bigger fish than small vender If you enable features for PROFORMA INVOICES.

    Regards,
    Dongwon Kang

    Anonymous shared this idea  · 

  2. split due dates for example , my payment terms are 50% on due date or on a specific date and the rest are after 70 days

    15 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…)
    1 comment  ·  Zoho Invoice » Payments  ·  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…)