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Kevin Westbrook

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  1. Save report customizations

    50 votes
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    5 comments  ·  Zoho Books » Reports  ·  Admin →
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    Kevin Westbrook commented  · 

    Certain reports need to be the same every time. This is so obvious, I can't understand how it doesn't exist. It shouldn't be necessary for customers to request it.

  2. Invoice numbering per client

    663 votes
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    24 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Kevin Westbrook supported this idea  · 
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    Kevin Westbrook commented  · 

    It's legal in the UK. They have to be unique. See here: https://www.gov.uk/invoicing-and-taking-payment-from-customers/invoices-what-they-must-include

  3. mark estimates as invoiced or create invoice from multiple estimates

    4 votes
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    1 comment  ·  Zoho Books » Estimates  ·  Admin →
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    Kevin Westbrook commented  · 

    Vote for this here: https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/9715188-option-to-convert-multiple-estimates-to-single-inv

  4. Allow multiple estimates to be converted into a single invoice.

    1 vote
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    1 comment  ·  Zoho Books » Estimates  ·  Admin →
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    Kevin Westbrook commented  · 

    Vote for this here: https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/9715188-option-to-convert-multiple-estimates-to-single-inv

  5. option to convert multiple estimates to single invoice

    37 votes
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    2 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Kevin Westbrook supported this idea  · 
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    Kevin Westbrook commented  · 

    I cannot understand why this is excluded. Unless it is to force customers to take the most expensive version of the software so that sales orders can be used, which can be converted from multiple sales orders into one invoice.

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