Our business involves getting better energy prices for businesses in the UK.

Companies generally take out yearly contracts and have to review them up to 4 months from the end of the contract depending upon the supplier.  We negotiate a new contract at that point. 

Our commission is due when the new contract starts and we can get paid anything up to 2 months.

Therefore we are always having to monitor our future cash flow from the sales that we have made.

We currently do this in CRM by using a custom field in a potential but I would like to be able to do this in Books.

Is there any functionality to allow us to do this?  We do not issue invoices until the contracts are live and the supplier has notified us.

Integration between the 2 modules would be even better.  We do not use the invoices feature in CRM, so any integration would be nice between potentials and Zoho Books.

Regards

Steve  

www.utilitymatters.com