Zoho CRM Accounts - Invoices - Products Modules
Process
1. Create New Invoice
2. Choose the Product (items) in Invoice then save.
3. Those saved Product (items) display in Accounts (As Relative, Associate, or something).
4. Display Field for Product (items) in Accounts is
- Product Name
- Invoice Date
- Product Installed By (This may be custom filed in item)
- Quantity
Thanks
Thet Kyaw Linn