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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Customize the sale report
Hi!, When I make a sales report I need to see the customer name and custom date I add.
1 vote -
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 -
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 -
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 -
Add graphics to the reports
It should interesting to see the report data as graphics (pie charts, etc.).
12 votes -
1 vote
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Ability to track customer activity
We really need a report that can show which customers have not ordered since "x" date. This would help us identify which customers we need to reach out back out to in the hopes of securing another order and/or getting additional info to them. Please, please, please develop this!!!
1 vote -
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 -
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 -
Have the possibility to adjust reports, such as removing or limiting the width as to make a list
Have the possibility to adjust reports, such as removing or limiting the width as to make a list
1 vote -
Reports on shipping charges
The option to run reports on shipping charges levied on invoices.
3 votes -
4 votes
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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 -
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 -
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 -
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 -
Need a cash vs. accrual option
Need a cash vs. accrual option in reports
9 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
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