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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347 results found
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retainer balance remaining
it would be good to see the amount of the retainer balance remaining by customer. In the retainer screen there is a "balance" section, but this shows the balance outstanding and uncollected. As a retainer is a pre-payment by a client, showing the balance due is irrelevant. A better field would be the total retainer remaining (i.e. total retainer paid minus any retainer payments applied).
11 votes -
API invoices: output should contain a field 'project' if an invoice is related to a project.
I query a list of all invoices through the API to process in different software. I need to see what projects the invoices are related to. This field is not present in the output.
1 vote -
Through API list all invoices belonging to a certain project
In the API I can pass parameters to search invoices by all sorts of fields; I need to search by project.
1 vote -
Allow business days for Terms, not calendar days
Currently the terms are set up to allow Net 15, 30, etc., but the overdue notices and email reminders are based on calendar days, not business days, yet all my clients operate on business days when processing invoices.
I realize you can change the calendar days that "Net 15, 30 etc." stand for, but this workaround doesn't take into account federal non-working holidays, which also should not count toward the net days.
So right now, when I get a reminder that an invoice is overdue, it's technically not because Net 30 is really 40 calendar days, or more if there's…
6 votes -
Delivery Calendar
It would be nice to be able to have a delivery calendar that integrates with a field in the invoice. That way, we know what invoices/delivery notes are scheduled for what day by looking at a calendar.
5 votes -
Date Stamp as an Invoice Number
It would be great if it can do a "Date Stamp" ( YYYYMMDDHHMMSS) as an invoice number instead of incremented numbers. eg; INV-20160628101255.
8 votes -
Adding default tax per line item
The option to automatically have the default tax set for every line item in an invoice.
3 votes -
add notes in the section products
Would it be possible to include notes in the section products? I would like to manage these notes with permissions for diferent roles of users.
And these notes, not visible for customers.1 vote -
Dual currency invoices
I would love to have an option that would allow an invoice to have a total displayed in the local currency as well as a base currency (such as US$). This could be facilitated by the currency module and it would allow for invoicing in the local currency while also accepting payments through PayPal for those of us who live in countries where the local currency is not supported by PayPal.
43 votes -
Custom Invoice Filename
Add the ability to change the name of PDF that is sent to customer
Ex: INVOICE#####CUSTOMERNAME.PDF22 votesHi,
In the email preview page (the page that appears when you hit the “Save and send” option), if you scroll down and click on the invoice PDF title, you’ll be able to change its name.
However, it’s not possible to automate the PDF filename such that the customer’s name appears after the invoice number. Sorry about that.
If you have any other queries, you can write to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
advance invoice inclusive tax
is it possible that you can add the tax in the advanced payment?
thanks for your feedback
M.3 votes -
Social media icons on invoices/quotes Template
Social Media Icons on ALL templates (Invoices, Quotes, etc) with links integration! PLEASE!!!
And more freedom within the template text editing... How to make the titles of my templates bold?
10 votes -
ability to update project invoice with new timers if they have been added
After an invoice has been created for a project, if a new timer has been added to this project, it would be great if I was able to update my invoice with this new timer entry from my timesheet without having to delete my current invoice just to add this new entry
4 votes -
Spanish characters search
when I search on Spanish customers invoices containing (á, ó, é,... etc) not found
3 votes -
Incluir modalidades de estado de presupuesto (borrador, enviado, rechazado, facturado)
Incluir modalidades de estado de presupuesto (borrador, enviado, rechazado, facturado)
Actualmente solo contempla borrador y enviado y facturado, pero no encuentro forma d e poder indicar que un presupuesto esta rechazado
1 vote -
0 votes
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search criteria
can we have a search area for invoices or customers for not just the customers name.... we need 1 for an address.. in the service industry very rarely will we look up a name when we search.. we always look up address as people change houses.. houses and streets dont change and there maybe numerous people with the same name.... so in short .. a way to search addresses and not customers names
1 vote -
Add a Date column to Invoices
I am a SEO and Website guy with multiple clients. When doing work for clients, I often do work different days of the week. I would like the client to be able see what I did on each day. Less important, but perhaps a good idea, it would be good to be able to run some sort of report against, what work was done on what day (or days) across all clients.
10 votes -
Foreign currency convesrion should be include in the invoice
We need to put exchange conversion rate in INR in all our foreign currency invoices.
4 votes -
Draft invoice date automatically updated when sent
We often use draft invoices to keep track of ongoing work and then send the invoice once the work is complete, the problem is the invoice date is fixed at the date the invoice was created which can cause problems when the invoice becomes overdue earlier than it should.
Currently we have to remember to edit/change the date every time we send a draft invoice but I'd like the default to be today's date or at least have the option to specify this behaviour in settings.
7 votes
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