Zoho CRM and Finance integration to create Retainers and Invoices from Deal Modules

Zoho CRM and Finance integration to create Retainers and Invoices from Deal Modules

Hi there!

With the CRM and Finance integration, I can create invoices, but they are not detailed enough. Can you please help me insert product and pricing information from the Deal Module's pricing subform into the invoice? 
Also, I would like to create retainers from the Deal Module for those instances when one is needed. 

Thank you. 


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