Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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63 results found
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Reports on shipping charges
The option to run reports on shipping charges levied on invoices.
3 votes -
Classification of timesheet reports by tasks
I'd like to group the details in the time sheet report by the name of the tasks, beside of user, date or project. It would help me to bring my clients the info they need about the time spent by project and task.
11 votes -
4 votes
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Sales report with items purchased by invoice
We sell products and we need to know the items sold by invoice. The report shows the total of the invoice. It could also show by invoice what items were sold.
22 votes -
report on draft invoices
All inclusion of Draft invoices on "Sales by Item" report so I can forecast easier. (perhaps include chkBox to include DraftItems)
6 votesHi Dustin,
Thank you for posting on our feedback forum.
Since the draft invoices cannot be accounted as your actual sales, we have not included that in the “Sales by item” report.
However, you can make use of the “Invoice Details” report for this. Using the “Customize report” option in that report, you can choose whether to show/hide the draft invoices.
Regards,
Reshma. -
Sorting Tax reports on booking date.
Looks like the reports are sorted on item creating date.
Sorting on booking date makes more sense when controlling the list3 votes -
Actual vs Budgeted expense reports
Option to see how much you have spent versus the budget and the balance.
6 votes -
sales report by category option
report does not show by invoice and by item and service income.
2 votes -
Reporting for Merchindise Items by Category and Department
I'd like to be able to run a report by Department to see a breakdown of each area of my company. In addition within those departments I'd like to see a breakdown by Category. These area should be custom fields to reflect the companies setup.
For Example: Department - Gift Shop
Category - T-Shirt
Merchandise Name - Black Happy Small T-Shirt1 vote -
billing fax
In zoho invoice Exports,
Hi, Would you please add an additional data in exports from Zoho Invoices:
Client Phone number and Cell Phone from Zoho CRM.Why ? Because in order to ship the client , we share his phone number with the shipping company.
Thanks,
3 votes -
Allow users to flexibly add columns to report "Payments Received" (comment, sales person, days outstanding, etc.)
As a user I would like the ability to flexibly add columns to a report, for instance "Payments Received." We use the comment field. Others use sales person. We would also like to track days outstanding. This should be available on all reports, not just on Invoices or Payments Received.
29 votes -
Separate actual receivables from taxes (receivables to the tax authorities)
Would be good on the report for receivables due to have one with total amount due and another one net of taxes. This is because the total amount is not due to the company, only the one net of taxes is.
Thanks.5 votes -
please add quarterly/monthly to https://www.dropbox.com/s/sdw8tevzab6hu3e/Screenshot%202015-07-29%2011.50.20%282%29.png?dl=0
please add a quarterly/monthly option to https://www.dropbox.com/s/sdw8tevzab6hu3e/Screenshot%202015-07-29%2011.50.20%282%29.png?dl=0
1 vote -
Need a cash vs. accrual option
Need a cash vs. accrual option in reports
9 votes -
Please add "All Time" in dropdown menu for Sales / Income / Expense etc.
Currently options are "this fiscal year; last fiscal year; last 12 months; last 6 months".
Since most of our clients are billed over multiple years we would like to see an "All Time" sales total for each of them without having to do a custom report every time.
6 votes -
A column for "Sales Person" in the report "Payments Received"?
It would be fantastic with a column in the report "Payments Received" that also shows who the sales person is (maybe from "show more"?).
When you export the report to Excel, it will be easy to sort / filter this column.
Thank you for a great product!
8 votes -
Recurring Invoices Reports
Currently there is no reporting on revenue coming from recurring invoices. It would be great if I can see a summary of yearly revenue from recurring invoices. Thanks.
29 votesWe have planned to work on this feature and we’ll keep this space updated.
Cheers,
Reshma. -
Separate the revenue collected when a sales person is involved.
Say, I send an invoice to a client and collect money on behalf of my candidates. I might invoice the client for $110. $100 is for the salary of the candidate and $10 is revenue collected from that placement. But in our system, it shows the revenue as $110.There should be a way to separate this $100 and $10
3 votes -
Additional report options
I sale and create a lot of invoices with due dates 30-60 days out in one month. I need a report that will show me what I collected in payment for different items in one month. Currently it only gives you the total of each invoice but if I wanted a break down of how many program1's I collected payment on or how many Travel items I collected payment for in one month there isn't an option.
This would allow me to compare my expenses to income for the month to make sure I am charging appropriately for certain items.2 votes -
Report for Receivable by iteam
We have a good features under Reports for sales to identify sales generated by different category items. Such as Sales by Design, Sales by Development etc.
But the currently there is no option to generate the similar report for Receivable, therefore we are unable to identify Receivable from Design tasks and receivable from development jobs.
8 votes
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