Zoho Invoice
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63 results found
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Projected income
I would like to have reports with projected income for the next week, month, quarter, etc. based on invoice due dates.
5 votes -
Profit and loss by each project / customer
We need Profit and Loss report by each project / customer.
Not too complicated... Simply, "Sales - Expense by project or Customer" is good enough.5 votes -
Sales by country report
Ability to analyze sales by country report with country code table included
4 votes -
4 votes
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4 votes
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Payment Received Reports
We need to know payment received versus due date report
4 votes -
time entry report detailed
- Be able view see time entries on weekly bases, with additional filter to drill down by project, task or employee
- Be able to see the description of the time entry (currently its just a pop up when you hover over it.). This can be use used to send time report to client as email for their review and approval.
4 votes -
Timesheet Details report should allow filter by "Billable" flag
The Timesheet - Timesheet view allows filter by Status e.g. Status: Billable or Status: Non-Billable etc.
However, the Timesheet Details report (Customize Report) does not have this filter which is very important when generating timesheets for billable and non-billable hours.
Due to this missing filter, we're having to implement workarounds like having a Task called "Non-Billable" just for being able to isolate and generate Non-Billable hours reports separately from the Billable Hours (tasks which are implicitly designated as billable). Effectively, making the Billable flag redundant.
Please fix this asap.
4 votes -
Report on time between estimate and invoice
It would be highly beneficial to me to be able to track how long the jobs take from estimate to invoicing as so that I can see which of my clients are the quicker decision makers and adjust future quotes for clients who take longer and require more adjustments and time spent. I am looking for a structure similar to the "time to pay" feature broken up into months so I can see at a glance who of my clients drag their feet and how new team members affect the time efficiency of the work completed.
3 votes -
Expenses report by customer grouped by category
As i use Customers for my internal projects, i would like to see for which project how much i spent per category
3 votes -
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 -
Reports for: Sales -> Items -> incoming vs outgoing inventory
Currently the sales reporting provides a calculated sum of how many of that item came into AND out of stock. So, sometimes the item sales report reflects negative numbers, even though we may actually sold several in that time frame. It reflects a negative because we had folks exchange/trade in said item for new products, and when we created a credit note for said item it "added" it to our inventory - whether the item was in resellable condition or not.
It would be nice to see 2 data points for the sales on each item:
- incoming inventory (returns…3 votes -
trend report
Create a trend report that shows the invoice amount history per customer over a period of time. That way we can identify spend habits or issues with customers that are invoiced in a regular basis.
3 votes -
a column for item description on sales reports.
I would like to see a way to add column/fields to "sales by item" reports. It would be nice to see the item name and a description when running reports
3 votes -
cash flow
Hi, I love Zoho products. I post this feature: an overall cash flow report based on invoices, payments, expenses in a calendar way, to forecast day by day our money stock. Thanks in advance.
3 votes -
Report for money taken in should show the sales tax
When I open the report for the money I have actually taken in, I cannot see the sales tax. I also can't find an option to add those as a column. This makes it very difficult for me to actually use the report. Some of my clients do not have to pay sales tax, others do. So I need to see my "income" without taxes. At the moment, I need to fix my reports by hand before sending them to my tax accountant.
3 votes -
Reports on shipping charges
The option to run reports on shipping charges levied on invoices.
3 votes -
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 -
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 -
Report Exporting Listed by Date
Hi Guys, need to be able to export a report listed by date. Sorted by date and Invoice Number. With columns as Date/InvoiceNumber/Client/Amount/Description, other info, etc. This is the report we need exported for the business. I can't find a way to do that at the moment unless I'm just missing it? Thanks Guys!
3 votes
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