Zoho Invoice
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347 results found
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Cancel automated reminder if the invoice debt is under a certain value
If the client has partially paid an invoice, for example paid 99.9$ from 100$, I want that the automated reminders not to be sent. I want to set the value myself in Zoho (everything under 10$, don't send automated reminders).
1 vote -
Mail for Invoice cancelation
I can send the invoice via email but i cant send an email for invoice cancelation to notify the customer
1 vote -
Deduct refund amounts so that Total Sales are accurate! (Perhaps refund from Invoices instead of having to generate a Credit Note?)
Currently when a refund is processed the refunded amount is NOT deducted from the client's total sales—perhaps because at the moment it can only be processed via a Credit Note—so the client overview gives incorrect information. I don't know whether it is also incorrectly reflected in overall sales, haven't had the time to confirm that yet.
This also wastes time (and is frustratingly redundant) when different users have to dig into invoices, credit notes etc. to see if a refund has in fact been processed.
3 votes -
Marking an invoice saved
When you create an invoice if you don't send it immediately it saves it as a draft. I would like to be able to save it and convert it to an open invoice without having to send it to the client or having to go back in and mark it sent when I never sent it just to change the status to open.
This option use to be there and when the software was updated it changed.2 votes -
Chrome Extension Notes: ability to add notes after stopping timer
When using the Chrome extension to track time, the ability to add notes is only possible before you start the timer. You can also add a note after you stop a timer by going to the "Timesheet" tab and then editing your entry. However, this is cumbersome.
Adding notes prior to starting the timer is not ideal as you may not know ahead of time exactly what you are going to be working on, or how much of the task you will complete for the current time entry.
It would be more user-friendly if the user could add the notes…
7 votes -
Sorting invoices based on numbers
When there are invoices more than 1000 and tried to sort invoices by invoice number, it's not sorted properly.
There are some invoices whose numbers are INV-1000, INV-1001, INV-1002 etc.
However, when they are sorted by descending order, INV-999 is listed on the top. It's sorted as INV-999,INV-998,INV-997,....,INV-1000
Hope these are sorted based on numbers.
6 votes -
Create Duplicate Invoices and Second Invoices.
In Mozambique and other countries its required that duplicate invoices be created. One which stays with the Client and one that serves of Proof with the Company. The second copy should indicate that it is a Duplicate. Another useful feature is that once the invoice is issued and printed, if it is to be printed again for the client it should indicate that it is the 2nd invoice being sent. This is useful to control whether clients have received invoices or not.
3 votes -
Classification of clients and the income by country
There should be an option of sorting clients and income by country. This will enable the users so generate customer list country wise and also country wise income report.
1 vote -
Automatic commission calculation on invoices based on individual products %
Total commission calculation on each invoice should be automatic based on a predefined commission % of each product (since products could have different margins).
In another instance, commissions could be different based on salesman or quota.
10 votes -
Limit items by customer
Restrict specific items and prices to specific customers to reduce chance of error when invoicing customers who have contract-specific rates for particular items.
1 vote -
"Invoice created for time sheets or expense cannot be cloned." - yes it should
Instead of preventing a clone of an invoice including timesheets or expenses, why not simply clone the "static" elements of the invoice, and discard the timesheets and expenses?
This is particularly useful when invoices are generated with monthly items, but in certain months there may also be expenses or time sheets attached.
1 vote -
Update Contact Revenue from Zoho Invoice to a Zoho CRM account field
Update Contact Revenue from Zoho Invoice to a Zoho CRM account field
1 vote -
Customizing units (show a unit as 20% instead of 0,20)
You can only assign the units in terms of decimals (20% as 0.2) and add a description about if required. However, it is clearer for the client receiving the invoice if we could add the unit in percentages. It would be nice if this option is available!
3 votes -
EU B2B reverse charge tax
For EU B2B invoices there need an option, to have no tax included and also have the reverse charge tax included in different languages
13 votes -
Allow attachments to a recurring invoice
My invoice conditions are too long to fit in the 'Conditions' field for a recurring invoice, so I always send them as an attachments. Because I con't set a 'default attachment' for a recurring invoice, I have to block automatic sending and attach it manually. A 'default attachment' would allow me to send recurring invoices automatically.
Thank you.
1 vote -
Create Template for Invoice mode strip receipt
Create Template for Invoice mode strip receipt
Its is very important to have the option of have a receipt the same model you receive in a normal store.
10 votes -
Email Statements
I would like to be able to snail mail statements, like you can for invoices.
1 vote -
Auto fill time zone for Zoho invoice configuration settings
When I saw the size of the time zones list I was about to quit.
To improve conversion and tries, I think you should :
1) Add a javascript filter to filter the list of time zone.
2) Automaticaly select the most apropriate using either language, IP geolocalisation etc... If it's not perfectly accurate, it won't be far.Just seeing this awfull list made me wonder about the quality of the rest of your app.
I know it's just a one time setup, but it's about getting users, try a A/B compare on it.
1 vote -
I would like to have authentication token also for the client portal
I would like to have authentication token also for the client portal
1 vote -
Make invoice items available as placeholders for email notifications
Currently, the invoice items are not available as placeholders for use in email notifications.
This would be great, since the only context our customers receive currently is contained in the pdf they receive. It would be great if we could include this in the email and even subject.
10 votes
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