Payment options within Estimate
Hi, I started using Zoho Books and I really like it. I setup the payment options but I would like to make them available with the Estimate instead of the Invoice.
The flow I would like to have is:
The customer request a quote > We send them an Estimate > The review the Estimate > If they approve the Estimate they have the option to pay online with the URLs provided > Once paid, we send the invoice and ship equipment.
The way it is setup now, the customer does not have a way to pay after approving the estimate. They have to contact us again to receive an Invoice with Payment options.
Thanks,
W.