Zoho Invoice
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99 results found
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Allow TimeSheets to be created without a project, just a customer
I'd like the ability to create a timesheet for a customer and not have it associated with a project. I do retainer billing for my customers and that retainer encompasses multiple projects. I end up having to create a project that's named the same as the customer and place all my timesheet items in there. There needs to be a way to just create a timesheet item and attach it to a customer and not to a particular project.
4 votes -
Windows 10 Universal app
Please create a Windows 10 Universal app for both desktop and mobile. The current apps that are available allow me to get by however they lack many features that are available on other platforms and the UI is out of date my many years.
3 votes -
Email future service reminders from Zoho invoice
Be able to add a field option to sent invoices for future service reminders, follow up customer for either 6 or 12 month reminder options via email direct from zoho invoice
6 votes -
Banking Tab - Balance of bank accounts
Zoho Invoice is an invoicing software, but I don't see why this one should not have a Banking tab to manage bank transactions, and balances of account. It would be nice to connect this whit Payments received and Expenses, so we can track those more efficiently.
What do you think?
Kindest regards
13 votesHi there,
Hope you are doing great !
In Zoho Invoice, it is not possible to integrate your bank account; Sorry about that.
However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.
If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.
Regards,
Reshma -
step customer order
Betweens Estimate and Invoice, the step Customer Order is need.
You can have an order but do not create Invoice. It is a temporary step but important to have.3 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, it’s not possible to create ‘customer orders’ as such. However, in Zoho Books, you would be able to convert estimates into ‘sales order’s, which can then be converted to invoices.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you further on this.
Regards,
Reshma -
Notes Section
Would it be possible to have a notes section that only the business where the Estimate/Invoice is coming from can see?
We would like to have a section to add multiple notes for our estimates/invoices.
4 votes -
Add RTL languages (Hebrew,Arabic) and CSS customization and translation tools
Add possibility to translate all strings and in such way get additional languages by community. Also add a tool to customize CSS to adjust to RTL languages while translating.
Add direction (rtl-ltr) button to all editors10 votes -
Time Log
Is there a way to email or to print the time log
1 vote -
Deferred revenue
Need for deferred revenue out of Zoho.
4 votes -
Work Orders
The ability to generate work orders from the estimate (without all administrative info) would be greatly beneficial.
2 votes -
Workflow limit
In Automation, currently the workflow limit for each module is 10. This can be increased.
5 votes -
Allow Boolean (AND/OR) searches, or searches within a subset
Searching by keywords is a useful way to cross-reference, check accuracy re: invoice and payment dates, etc.
I can't currently filter customers by a combination of keywords since the search function only returns the exact string I entered.
It would be great to be able to use AND and OR commands in a search, or to narrow down a search within a subset instead of having to search the entire database with a single search string and then rely on sorting the results to find what I'm looking for.
1 vote -
Show only phisical items on Packing Slips and Delivery note
It's SO great Zoho has added one-button Packing Slips and Delivery note feature!
Adding a simple check button "Show/Not show on Packing Slip" on the item properties, could made this feature way more useful and powerful, by allowing to automatically hide service (or not physical goods) from the Packing List/Delivery note.1 vote -
ability to add documents to print off with order or edit title of documents to print off
To provide our services to customers we need to produce several documents for customer (invoice), production instructions (packing note could be used), fitting (delivery note) and a book keeper note (which could be a copy of the invoice) however, It would be helpful to either add these documents with appropriate titles or be able to edit the title of existing documents. Ultimately all four documents to be automatically produced as a pack rather then printed separately (optional).
1 vote -
1 vote
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Web form to capture customer information
Web form to capture customer information
1 voteHi there,
It would be great if you could drop an email to support[at]zohoinvoice[dot]com elaborating your requirement so that we can help you on this.
Regards,
Reshma. -
Add tags to contacts
In order to better manage clients from an invoicing point of view, it would be useful to be able to add tags to contacts and then sort them by editable tags.
4 votes -
1 vote
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13 votes
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