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openfab-lab / rtfm

THE openfab manual. Will be the source of all knowledge in the lab, nicely published on gitBook
https://openfab.gitbook.io/rtfm/
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Zoho - Sales #7

Closed nicolasdb closed 4 years ago

nicolasdb commented 5 years ago

Documented on RTFM. https://app.gitbook.com/@openfab/s/rtfm/faq/accounting/zoho_sales

image

nicolasdb commented 5 years ago

So, super simple stuff.

creating a new invoice or an estimate. same same.

  1. click on the + sign image
  2. Select Customer image
  3. number and date this should be automaticly defined from customer profile. sauf exception. image
  4. select salesperson image
  5. add as much items and quantity as needed. image
  6. double check the amount image
  7. add custom note if needed, but usualy leave like that image
  8. check the recepient and save to send manually or save+send image