I have the Zoho Desk and Zoho Books integration turned on. I use both extensively. But I don't think the Integration between the two does what I want it to do.
Currently, from Zoho Desk, within a ticket, you can create a new Invoice in Books. That is great.
But what I want, is to create an Unbilled Item from a Desk Ticket. Then, when I create an Invoice within Books, this Unbilled Item (created previously in Zoho Desk) would be available inside Books in the "Unbilled Item" pop-up.
Does the Integration do this today? Is there some other way to do something like this?
If there is not, and a PM is gathering requirements ...
I would love it if the Unbilled Item that is added to the invoice includes the Ticket Number and possible a small memo field that would display as the line item's description on the Invoice.
An example / Use Case:
- Customers use Zoho Desk to request a service that is billable at $5.
- From Desk via the integration, the Agent chooses (+ Billable Item) rather than (+ Invoice)
- (or possibly use (+ Invoice) and then have an the Agent choose which Invoice Option -- Invoice Now or Leave Unbilled)
- On Billing day, via Books, the bookkeeping team member, creates a customer invoice and uses the Unbilled Items feature to choose all the items added via Agents in Desk.