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More types will be added as they're confirmed · 更多类型待确认后添加
Find the invoice to modify · 查找需要修改的发票
For now, modifying means adding Sample products to an existing draft invoice. Changing or removing lines already on an invoice comes in a later phase; until then, AR edits the draft in Zoho as usual.
Start from the Slack request
In Slack: ⋯ on the template message → Copy link. The QA post and follow-ups go to that thread.
Reading the template from Slack…
Template read
Fields filled from the template are highlighted. Check them, and check the thread for later corrections.
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Notes for AR
Client
Request details
Leave blank for a new draft invoice.
Who will pay the PI/supplier invoice? from template
Payment to China or Kanary account? from template
Products
Before you submit
Pressing Submit twice never creates a second request.
Invoice preview
What the Zoho draft will contain.
Customer—
InvoiceNew draft invoice
TermsDue on receipt
Payment stageSampling
Total$0.00
Team requests
| Request | Client | AM / OM | Order date | Entered | Status | Automation | Source |
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