Flexible Export
Flexible Export
It would be great to filter Invoices by status or date range and then individually or group select records to export.
We would like to use the Payments Received to filter our records that we can send through to our shipping software. However, exporting these Payment Received records (Closed Invoices) does not include the line item details nor the associated shipping address.
It would be great to have this flexibility and functionality in place until Zoho includes a shipping component to Invoice or CRM.
Thanks,
Gregg