• Potencial - Quotes synchronization

  Hi, I have this case: I create a potencial From this potencial I create a new quote New quote is edited and sent by mail (button send mail) Mail sent appears in Emails section for Quote, but not for Potencial If I convert the quote in an invoice the history repeats, emails are storage just for new invoice, but not for entire potencial. I can not track the entire potencial develop, I have to go from Potencial to Quote to Invoice and come back... in order to review mails.Another case: I create a potencial

• How can i add a overdue payment to the system?

  Hello, How can i add a overdue payment to the system? when i try to add a a payment to the invoice it states "Amount entered is more than the balance due. Please enter the correct amount.". It will be great to have a option to add overdue payment to the invoice. Also, i had an invoice that was move than the due date, it was not flag as an overdue invoice. Thanks

• Auto Field look up + change default module id

   Hi Guys, I would appreciate if anyone can help me with this. Its driving me nuts. 1.      I don’t like the default unique number for (quote, Sales order, invoice e.g. PurchaseOrders_1258670912347) when export it. How do I change this or link it to an new auto field. 2.      I have created an auto field in (sales order, invoice, purchase, quote). How I do move this forward between each module without having to copy paste each time. As in SalesOrder ID should go to invoice when converted or new invoice

• Invoice doesnt show once created

   Hi there, when i create an invoice from sales order by using new new or convert - after conerting under invoice is doesnt show the invoice (see picture attached). please advise what is wrong?

• Multi Currency - How can i show the base currency total on the invoice when the generate an invoice against a foreign currency account

   Hi Zoho team, I cannot implement zoho invoice until i fix this issue. Base currency EURO Raise invoice against account with GBP Custom invoice does not allow me to create an invoice showing both currencies ie. there is no variable for base currency vs. customer currency.  I would settle at the moment if i can show the transactions in GBP and only show a balance in EURO.  is there a varaible for total balance in base currency ? Please advise

• Custom Report For Sent Estimates

  Currently the report engine in Zoho Invoice only seems to be based on Sales. Is there a way that we could have a report option for sent Estimates as this would be useful in determining my current pipeline.Thanks Jonathan

• Suggestion: Add column totals to Aging Summary Report

  It would be a good idea to add column totals to the Aging Summary Report (and other reports too, but this is the most pressing need!).   I hope that you can consider this idea and implement it oin a future release. Mark

• Make line item description field bigger/expandable

  I often find the description field to be way too small and is hard to edit: make the textbox automatically expand allow the quick-edit editor to be used to add some formatting

• Copy estimate

   I often have to start from scratch to make a new estimate or I have to copy/paste from an older one that looks similar. Would be nice to be able to create a new estimate based on an existing one.