Zoho Books (and other finance suite apps) - Retrospective Linking of Invoice and Sales Orders to Quotes.
In some cases, Quotes and Invoies may be created sperately instead of using the convert feature.
In this feature request I am asking for the Finance Suite team to consider adding a lookup field to reference the quote on Invoices and Sales Orders, or some mechanism for linking them retrospectively.
Use caseses:
- Invoice and Quote created sperately by mistake
- Quote created later for reporting/record keepting
- Importing of data from other systems
I have tested updating the "invoiced_estimate_id" field on an invoice via the API and this did result in the Invoice and Quote becomming linked. So it does seem to be possible and if there was a way to set this on the invoice via the UI, and to be included on the Import CSV/XLS sheets that would also be great!
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