In the normal workflow we have here (small manufacturing shop), after a quote is sent, it might or might not be accepted by the client. If it is accepted, he sends us a Purchase Order. At this point, we get the job going by issuing a Work Order (internal paperwork) which describes the work, has the client PO number, and delivery date, among other things. When the job is completed, we then make an invoice and send it to the client.
I was wondering if it would benefit other users to have the ability to create Work Orders in the Zoho Invoice workflow. What I do for now, is use the Generate Invoice function, and leave it as a draft Invoice until the job is completed. But it gets mixed with actual draft invoices.
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1
We're thrilled to launch the Zoho Books monthly webinar series! Don't wait to conquer your finances in 2024! Budgeting can be easy with Zoho Books. Join our FREE webinar and learn how to set and track goals, master budgeting, and unlock insights to make
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,