Skip to content

Anonymous

← Feedback Forum

My feedback

1 result found

  1. Invoices for projects

    5 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…)
    2 comments  ·  Zoho Invoice » Invoices  ·  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
    An error occurred while saving the comment
    Anonymous commented  · 

    I utilize ESTIMATES, and then send partial invoices to the client. My current, clumsy process:

    Create Full Estimate
    Change Estimate to Invoice
    Update Invoice to reflect 1/3 up front payment
    Clone Invoice twice for middle and final payment.

    The process works, and does require some human input if there are multiple line items... but I imagine the amazing zoho team could provide some support to simplify.

    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)