Hi, I’m a new user on ZohoCRM but have used other CRM systems previously. 

I’m trying to figure a way to customise the revenue recognition date in a deal. So we are system integrators in AV systems, and there can be a long lead time between closing a deal and invoicing, and often with a requirement for stage payments. I’d like to have a report that shows me expected invoicing for the month based on deal status, but I can’t find any way to do so. So ideally it would be good to have a field for the rep to enter “expected invoice date” and another with “stage payments schedule” or something like this. 

currently I have an excel spreadsheet with deal name vs expected revenue per month and it works fine but I’d like this report to come out of the CRM ideally.

Any help would be appreciated. 

Kevin Moore