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Emily Johnson

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  1. Combine Retainer Invoices and Traditional Invoices

    18 votes
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    2 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Emily Johnson commented  · 

    It is odd that retainer invoices don't show up as receivables. These invoices are particularly problematic if you operate on a cash basis. In my books they are earned income once paid and not a liability. I can't use a regular invoice, however, because I still need to apply billable time to them as a record for the client.

    Emily Johnson supported this idea  · 

  2. Add reminders for retainer invoices

    4 votes
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    2 comments  ·  Zoho Books  ·  Admin →
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    Emily Johnson commented  · 

    I agree. It is odd that we can't do that. I have to leave myself my own reminders outside of Zoho and manually send these. It's a real pain, especially with clients who are bad about paying on time and always need a reminder.

    Emily Johnson supported this idea  · 

  3. CLONE option for Retainer invoice

    8 votes
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Emily Johnson supported this idea  · 

  4. Timesheet Filter

    6 votes
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    1 comment  ·  Zoho Books » Projects & Timesheets  ·  Admin →
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    Emily Johnson shared this idea  · 

  5. Customize views to filter by customer

    7 votes
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    1 comment  ·  Zoho Books » Projects & Timesheets  ·  Admin →
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    Emily Johnson supported this idea  · 

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