Hi all...I use Zoho CRM and Zoho Books.....when I change a potential to "closed won" I see that the system creates an invoice in both the CRM as well as Books. But, when I go in to Books, only the total is created, not an itemized list. furthermore, the "total" in Zoho Books, as far as the definition of the product goes, is the "description" field of the potential.
Clients should know what they are being charged for in an itemized way, but I do not see how to do that in the auto-generated Books invoice?
Also, If I create the item in Zoho Books, I can definitely do that, but then those terms do not match the CRM, and it is a duplication of work, and can lead to inconsistency in invoicing, so that is not the best solution.
Thanks!