Items - Field Customization
How to create a field customization :
1. Go to settings - Preferences - Items - Field Customization - + New Custom Field
2. Select Data Type
3. Select "show in all PDF" if you want the field to appear in pdf documents.
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Set a decimal rate for your item quantity
Go to Settings - Preferences - Items- General - Set a decimal rate for your item quantity - Save
Customer Statement
Go to Zoho Books - sales - customers (search the customer) - statement You can customize the report, export it in pdf or excels format, print it or send it by email to the client.
Plusieurs adresses de livraison pour le même client
1. Du côté du CRM, il n'y a que deux colonnes (Expédition et Facturation), et cela reste fixe. 2. Côté Books, nous pouvons ajouter plusieurs adresses de livraison : a) Lors de la création d'une facture, d'un devis, etc., veillez à bien sélectionner ...
Credit Notes and Unused Credits by customers
Credit notes by customer Go to Books - Sales - Credit Notes - search the customer in question. Available credit Go to Sales - Customers - search the customer in question.
Instant Sync
Auto-update occurs every 2 hours. You can do an Instant Sync: Go to Zoho Books - Settings - Integrations - Zoho Apps - Show Details - Choose the Module to be Synced - Instant Sync.