hello
I am currently in the free version of Zoho Books , looking to implement Zoho .
I am in the business of construction and sales of residential apartments and villas
the normal sales process involves
- creating item (villa number with other details of built up area etc..)
- create customer with all detail (usually an individual)
- Create sales order and mark it as accepted
- create invoice for payments
usually the payments come in small instalments based on the progress of construction and usually crosses 1 financial year . and invoices are raised when ever a payment is received .
in the above scenario if I want to see the amount receivables in the customer balances , I get to see only the value for which invoices are raised and .
if a report can be customised which shows
- customer sales order vale
- item
- invoice raised
- payments received
- balance receivable (invoiced)
- balance receivable (sales order value- total payments received)
This report is very important to all real estate developers , helps us forecast the financial situation and take decisions .
thanks