Prepayment of a sales order
How does everyone handle this common (at least it is common for us!) situation?
- We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products.
- Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it.
- Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which is proper.
- The prepayment against a sales order would be booked on the G/L as "Customer Deposits" or "Customer Prepayments".
- When the product is finally shipped, that amount comes out of the "prepayment" G/L category and moves over to the "Sales" G/L category.
- This is a long time, standard feature of Quick Books Enterprise. The only feature of QBE that we miss!
- We have asked many times if ZOHO can change things to allow a sales order to be paid and the only answer I get is that we should work with retainer invoices.
- This is unacceptable, as we need to list the detail of the various line items that the customer has ordered. A retainer invoice does not allow for us to list inventory items and makes for a poor presentation to our customers.
I would love to hear how others handle this missing feature of ZOHO...
Paul VA
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
Paul
mattsta
terry
Donald Love
Salman Nazar
Sticky Posts
Zoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanZoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,Celebrating our Zoho Community SuperBuds
The SuperBud program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs andZUG leaders, have steppedAuthtoken Deprecation for Zoho Inventory APIs
UPDATE (7 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate API calls is being deprecated on 30 August 2021 across Zoho's Finance suite of products,ZOHO Inventory - Early Access
https://twitter.com/zoho/status/646715717849493504
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