convert quote to invoice in zoho books
We use Zoho Books for our invoicing (and links to payment online, etc.)
Can we create a quote in Zoho CRM, and then convert that quote to an invoice...but instead of the (useless to us) Invoicing feature in Zoho CRM, have that invoice act as an Invoice created in Zoho Books?
We have the triggers set up to automatically generate an invoice from the CRM in Books when we change the stage of a potential, but that generated invoice lacks any information...we must enter the information in twice...once for the quote and once for the Zoho Books auto-generated invoice....we only want to do that once if possible.
Is that doable?
Thanks!