I have set up the ZOHO invoicing app for our company which provides annual services. Currently i have noticed the following two cases for which i cannot find a solutions.

1. I need to create invoice for Year 1 (sales with X amount) and then separate invoice for each subsequent year (maintenance with Y amount). Is there was way to do that from year 1 itself or must it be done manually.

2. I need a place to store notes for each customer.

Some customers provide special notes which are applicable only at the time of billing durring next year. How can i save these info into ZOHO.... else is there a way to prepare those invoices 1 year in advance and keep them handy.

Please Advice.

Thanks for your help.

Sanuj.