Lis Soderberg
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3 votesLis Soderberg
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3 votesLis Soderberg
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An error occurred while saving the comment Lis Soderberg
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I add my email address as one of the contacts for the client and configure invoices to be automatically sent from Zoho to me as well as the client. That way I have the original invoice and email thread in my own inbox and can follow up even when not logged into Zoho.
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6 votesLis Soderberg
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1 vote
Hello Everyone,
We are happy to announce that now you can create multiple comments for your Contacts.
Kindly have a look at our help document in the link mentioned below.
https://www.zoho.com/books/help/contacts/contact-actions.html#comments-contacts
Give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.
Regards,
ReshmaLis Soderberg
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Whether or not you keep the INV- prefix, to properly sort your invoices you will have to change invoice numbers so that they have the same number of digits using zeros as placeholders (i.e. INV-0999 instead of INV-999).
Spaces in the field will also affect your search, e.g. a space before or after the dash.
I just did a test using numbers only, but unfortunately it looks like the invoice field in Zoho sorts by the first digit (I used 33, 999 and 1000 for my test), a text search rather than a number search.
Changing the numbers to 0033, 0999 and 1000 sorted them properly.
So ... even if you decide to use numbers only in your invoices, to be properly sorted the numbers need to have the same amount of digits—using zeros as placeholders—until Zoho addresses this.