How do I add discounts at the item level in Zoho Books / Invoice?

• Related Articles

• How can I edit/add fields to the Zoho CRM-Reports synchronization setting?

  You can edit the Zoho CRM-Reports Synchronization setting either from Zoho CRM or from Zoho Reports. From Zoho CRM: Login to your Zoho CRM account. Click Setup > Apps and Add ons > Zoho Apps. Select Advanced CRM Analytics. The Advanced CRM Analytics ...

• Does Professional CRM license allow field and related list security control?

  Ans. Yes! Zoho CRM Professional Edition allows Field-level security. In order to setup Field Level Security, Goto --> Zoho CRM --> Settings --> Customisations --> Modules and Fields --> Select appropriate Module --> Click on Fields on the top --> ...

• How Do I Integrate a Zoho CRM Advanced Analytics Database to a Zoho Books Advanced Analytics Database In Zoho Reports?

  How do I integrate Zoho Books and Zoho CRM? To setup the Zoho Books add-on in your Zoho CRM advanced analytics database, Open your Zoho CRM Advanced Analytics database Click the Import Data button in the Explorer tab or Select New > New Table/Import ...

• Best Practises for Zoho Mail Migration

  Zoho Mail provides you a range of email migration options ( POP or IMAP) for the server to server migration.      You may login to mail.zoho.com as a super admin and follow the steps below to complete the migration.  Open Control panel. ...

• How Can I Track Sales by Sales Person?

  There is a field 'Sales Person', while you create a subscription in Zoho Subscriptions. This field helps you to identify which Sales Person sold the subscription. The Sales Person field cannot be shown or included in the reports generated in Zoho ...