To create an invoice/estimate
- Click Contacts, Accounts or Potentials module and select a record.
- In the [Record Details] page of the Contacts, Accounts or Potentials module, go to the Zoho Invoice/Books Related List.
- Click Fetch (if you are fetching the invoices for the first time for the record), else click the Refresh icon.
All the invoices associated to the record will be listed
- Click the New Invoice/Estimate link.
- ... ...
However, when I tried this, I was only given links to create new estimate/invoice after clicking "fetch" under Contacts. Under Potential, after clicking "fetch", the creation links do not exist.
See my attached screenshots for illustration.