Regarding Desk and Zoho Books integration

I have the Zoho Desk and Zoho Books integration turned on. I use both extensively. But I don't think the Integration between the two does what I want it to do.

Currently, from Zoho Desk, within a ticket, you can create a new Invoice in Books. That is great.

But what I want, is to create an Unbilled Item from a Desk Ticket. Then, when I create an Invoice within Books, this Unbilled Item (created previously in Zoho Desk) would be available inside Books in the "Unbilled Item" pop-up.

Does the Integration do this today? Is there some other way to do something like this?

If there is not, and a PM is gathering requirements ...

I would love it if the Unbilled Item that is added to the invoice includes the Ticket Number and possible a small memo field that would display as the line item's description on the Invoice.

An example / Use Case:

Customers use Zoho Desk to request a service that is billable at $5.
From Desk via the integration, the Agent chooses (+ Billable Item) rather than (+ Invoice)

(or possibly use (+ Invoice) and then have an the Agent choose which Invoice Option -- Invoice Now or Leave Unbilled)

On Billing day, via Books, the bookkeeping team member, creates a customer invoice and uses the Unbilled Items feature to choose all the items added via Agents in Desk.

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Cyndi Parker
Ajith | Zoho Desk

Sticky Posts
Webinar 2: Supercharged customer support for growing business
Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you: Understand your customers better and their journeys to proactively support and engage them even before they ask for help. Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
Customize Colors of your Customer Self Service Portal
You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme. Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green
Edit and Delete options in Comments
A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
2024 Email Authentication Standards: Elevating Security with Google and Yahoo
In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
Announcing the New and Improved Article Editor
KBase articles are known to help customers, find solutions to problems on their own and set the stage for ticket deflection. That said, the way you present your KBase content is the clinching factor that ensures your customers stick around to consume it. We took it upon ourselves to build an editor that allows you to publish articles without delving into the code. Well, at least for the most part. With more options and a redefined interface, the article editor in Zoho Desk is now better than ever!