How to notify a books admin to send invoice?
Hello,
I have this case, were sales person (from CRM / Zoho Finance) creates an estimates then converts it to an invoices. This sales person is not allowed to send the invoices, but the admin in books. However, the draft invoice should not be sent before the sales person tells to do so.
I'm wondering how the sales person could notify the books admin to send the invoice. Today it is done by phone (remote worker). I thought of a custom status, for example "to be sent", where only invoices with that status would trigger a mail or notification to the books admin.
The sales person would "trigger" the status from the CRM / Zoho finance. They have not access to books to make it easier for them.
How do you do ? do you see another way to do that.
Thanks !
Deliver unforgettable customer experiences
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
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
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 WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.