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Search results
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Zoho Books Estimate missing Contact person field
Hi, In Zoho Books I selected the option to 'Create and Send' an invoice to the client right after he approves the Estimate in the client portal. However, it doesn't work, the invoice is just created as a draft and I have to send it manually by clicking "Send". I asked Zoho support why, they...- hypecatcher
- Thread
- Replies: 7
- Forum: General Discussions 🎙️
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How to use Zoho Invoice only (instead of Zoho Books)
Hi, I started using Pabbly because I saw that you had Zoho Invoice integrated but when I tried to create a workflow I noticed that there is only Zoho Books. After looking through the forum I understood that Zoho Invoice has been merged with Zoho Books. However, I was wondering if I had to take...- hypecatcher
- Thread
- Replies: 21
- Forum: General Discussions 🎙️