Zoho Books
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 ...
Online payment
To activate online payment go to : Zoho Books - Settings - Templates - Invoices - Edit Footer - activate the box - Save You can also add bank details
Delete old credit cards
How to delete a credit card that is not valid? Go to Zoho Books - Sales - Customers - search for a customer - Overview - Credit Cards - Delete. If you need to check the transactions to see which one should stay: Go to Zoho Books - Sales - Customers - ...
Create Credit Note
Go to Books - Sales - Credit Notes - New Select account ! You can send it by e-mail to the customer Available credit: Go to Sales - Customers - search the customer in question. Apply to invoice from the credit note Use the credit in an invoice : ...
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.
Automatic calculation of expiration date for an Estimate or Quote
With the help of workflow automation, you can set the expiry date of an estimate automatically to assign the value of “Today (Estimate date) + 30”. First, a "field update" needs to be created. - Move to Settings > Automation > Field Updates > +New ...
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.
Retainer invoice when the customer validate the Estimate
To create Retainer invoice automatically when customer accepting Estimate: Sales - Estimates (+) - Check the box "Create a retainer invoice for this estimate automatically" - Enter a percentage to be collected as retainer from the total amount - Save ...
Set a decimal rate for your item quantity
Go to Settings - Preferences - Items- General - Set a decimal rate for your item quantity - Save
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.
Credit card : request payment information
If your customer should register their credit card or customer's credit card has expired, a secure link must be sent to the customer to register a card. Go to Books: Sales - Customers - search customer's name - More - Request payment information - ...
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.