Dedcuct from Retainer before sending Invoice
Hello One and all
I just started re-using zoho invoice for my OneMan IT Shop.
I make use of retainer payments in the form of pre-paid services.
What i have noticed, is when i generate and invoice, i have to
1. Save it first
2. Deduct the Invoice amount from the Retainer
3. Then finally send it off to the client
What would be much more idea.
1. Invoice is created.
2. Zoho Checks to see if there is funding in the Retainer account
3. Just below the invoice, Zoho, shows u how much is in retaner
4. Zoho, then shows u a [ ] check box, asking you if you would like to deduct the invoice amount from the retainer
5. Once you click the check box in agreemeent, you then send the invoice off t the client
which will then indicate the amount of the invoice, the amount deducted via retainer, and then the balance.
This will all be done in on step, and not 3 steps as it is currently.
This saves lots of time
Writer
Get Started. Write Away!
I just started re-using zoho invoice for my OneMan IT Shop.
I make use of retainer payments in the form of pre-paid services.
What i have noticed, is when i generate and invoice, i have to
1. Save it first
2. Deduct the Invoice amount from the Retainer
3. Then finally send it off to the client
What would be much more idea.
1. Invoice is created.
2. Zoho Checks to see if there is funding in the Retainer account
3. Just below the invoice, Zoho, shows u how much is in retaner
4. Zoho, then shows u a [ ] check box, asking you if you would like to deduct the invoice amount from the retainer
5. Once you click the check box in agreemeent, you then send the invoice off t the client
which will then indicate the amount of the invoice, the amount deducted via retainer, and then the balance.
This will all be done in on step, and not 3 steps as it is currently.
This saves lots of time
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Reginald R. Richardson
Aravind.C
Tiffany
Saranya.R
mpotet
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー