Cannot create estimate/Invoice (the Zoho Invoice version) from Potential page?

Cannot create estimate/Invoice (the Zoho Invoice version) from Potential page?

According to the documentation regarding the Zoho CRM and Zoho invoice integration, I should be able to create Zoho Invoice estimate/invoice from within the Zoho CRM contacts or potential page. See  https://www.zoho.com/crm/help/zoho-invoice/#Create_Invoices

It clearly states:

To create an invoice/estimate

  • Click Contacts, Accounts or Potentials module and select a record.
  • In the [Record Details] page of the Contacts, Accounts or Potentials module, go to the Zoho Invoice/Books Related List.
  • Click Fetch (if you are fetching the invoices for the first time for the record), else click the Refresh icon.
    All the invoices associated to the record will be listed
  • Click the New Invoice/Estimate link.
  • ... ...
However, when I tried this, I was only given links to create new estimate/invoice after clicking "fetch" under Contacts. Under Potential,  after clicking "fetch", the creation links do not exist.

See my attached screenshots for illustration.

Is this a bug?



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