How to notify a books admin to send invoice?

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 !




                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation


                                        Manage your brands on social media



                                                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

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now