Hi
I have been able to generate invoices in Zoho Books from Zoho Projects.
The biggest issue is that there is no simple way to find out which projects have billable hours associated with them for the invoice window in question. We have to manually generate 200 invoices in order to find 75 valid invoices for sending.
The second issue is that it is possible to accidentally invoice the same task twice.
I was hoping for/assuming that the system would flag tasks as invoiced.
The third issue is that there is no way to only invoice tasks that are 100% complete.
My clients are going to be annoyed if they get billed for work that is not complete.
Any suggestions for ways around these issues would be hugely appreciated.
Zoho devs, it would be great if you could start a space for us to work with you on scoping these kinds of improvements.
Regards
Brendon