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Tomaž Kerin

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  1. Order confirmation option (created from estimate)

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    0 comments  ·  Zoho Invoice » Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Tomaz,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, once a client accepts an estimate, it can be converted only to invoices. However, in Zoho Books, you can create “sales orders”. So, estimates can be converted to sales orders, which can then be converted to invoices.

    If you already have a Zoho Invoice organization, you can easily upgrade it to Books using the steps in this link:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    Regards,
    Reshma.

    Tomaž Kerin shared this idea  · 

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