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Zoho Invoice

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347 results found

  1. invoice in UBL

    create UBL invoice to send to customer (and own accountant who uses Exact online or any other accountancy software)

    7 votes
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Linda,

    Thank you for posting on our feedback forum.

    We would like to know more about your requirement so that we can assist you with the right solution. It would be great if you can drop an email to support[at]zohoinvoice[dot]com and our team will be glad to help you!

    Regards,
    Reshma.

  2. Can you add the feature "one time add on" that exists in Subscriptions for recurring invoices?

    Can you add the feature "one time add on" that exists in Subscriptions for recurring invoices?

    1 vote
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  3. If you can make the invoice template available offline, which can later be uploaded online

    1 vote
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  4. import data from another accounts package like freshbooks or CSV

    3 votes
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Robert,

    You can very well import your data from other solutions to Zoho Invoice. The file you’re going to import should be in CSV/TSV formats.

    To help you with the import process, we have provided sample CSV files under each module (which you can download). Hence, you can make use of it and ensure that the data is in accordance with the sample file format.

    While importing the data, if you have any queries, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  5. Notice of invoice printing in comment section, and prompting to "mark as sent" following printing

    most of our invoices are physically mailed to customers. following printing, I have to remember to drop down the "more" menu and select "mark as sent" otherwise, and I've done this, I'll resend an invoice by accident. would like to be able to know that I've printed an invoice, and would be nice to be prompted to "mark as sent" every time I print out an invoice. This all happens automatically if you email an invoice, would like the same features to snail mailed invoices.

    1 vote
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  6. Deposit invoice are not present in customer account statements

    Deposit invoice are not present in customer account statements but payment of them yes. This distorts the amount still due by the customer.

    3 votes
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  7. Add Payments Made to Overdue invoice reminders

    If a reminder is sent about an outstanding invoice, adding a field which states the payments already made to that invoice would be great.
    So the customer gets an invoice number, the amount already paid and the amount which is remaining/Due.

    The field is already in the invoice template as "Payments Made" and shows in invoices, so referencing that data into the reminders could be a quick and easy solution to a very much needed function.

    0 votes
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  8. Bulk Invoices/reminders/emails to CC multiple contacts on file

    invoices/payment received/reminder emails that are sent in bulk to include a CC of all contacts on the file OR specified department for each customer.

    I notice it only sends to primary contact - it would be great to include a CC of all contacts on their file. "send to all contacts or select department" etc

    Sometimes an invoice needs to be CC'd multiple departments before it gets through to processing, and if that's the case sending out large volumes of invoices would take forever.

    Would be helpful to those who are sending a large volume of invoices

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. OPTION FOR SHOWING A DEPOSIT AMOUNT ON INVOICES

    I am surprised that you have not made accommodation for deposits which are almost universally a requirement for all clients to pay upon receipt of an invoice. We should be able to manually enter an amount, or assign a percentage of the total, or maybe even assign an amount per item, adding up and then giving a total.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, you can manage deposits using the “Retainer Invoices” section. If you are not able to view this section on the leftmost pane, you can enable it under Settings > Preferences > General.

    You can also refer this help document to know more about this section in Zoho Invoice:
    https://www.zoho.com/invoice/help/retainer-invoice/

    If you have further queries on this, you can send an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  10. Timesheet Invoice Creation should Use Dates

    When using the feature to create an invoice from timesheet data, although I can generate line items for each timesheet entry, the dates are not importable despite there being a date field in my invoice. This should be connectable for automatic import. Putting the date in the Line Item description (though available) is a poor substitute when I have a date field.

    3 votes
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    3 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Preethum,

    Thank you for posting on our feedback forum.

    We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same.

    Looking forward to your response.

    Regards,
    Reshma.

  11. Custom column field that is included in invoice formula

    For our audiovisual rental business this would allow us to include a "days" column so that the line item amount could be calculated like so: quantity x rate x number of days = line item amount.

    I'm sure there would a variety of different applications for other users too.

    10 votes
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  12. nota de credito

    LA nota descuento en la nota de credito que uno pueda introducir el valor del descuento y que se afecte el numero de factura pero que en la factura a imprimi de la nota de credtio solo sea visible el valor del descuento y el impuesto ejm. si la factura es de 1000 mas 18 impuesto el total es 1,180.
    cuando se aplique la nota de crédito es igual

    1,180 * 20% (comisión) 236

    236*18% (impuesto) =42.48
    total nota de crédito = 236+42.48 = 278.48

    este son los valores a reflejar en la factura de nota de credito

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same. We can also schedule a call if you prefer.

    Looking forward to your response.

    Regards,
    Reshma.
    -——
    [Version en español:

    Gracias por publicar en nuestro foro de comentarios.

    Nos gustaría entender mejor su requisito y por lo tanto, sería genial si usted podría dejar caer un correo electrónico para apoyar [zohoinvoice [punto] com explicando lo mismo. También podemos programar una llamada si lo prefiere.

    Esperamos su respuesta.]

  13. Can you make the right side scroll bar wider or a different color than the invoice template

    1 vote
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  14. Generate invoices of multiple organisation from single signon and group company concept for customers

    The user should be able to generate invoices of multiple organisation (Group Companies) from single sign-on. Also need client level grouping since a single client may ask me to raise invoice on his different companies as per the terms of contract. Group co. concept will help in mailing all bills in single mail to a client and also help in generating effective outstanding recovery MIS

    1 vote
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  15. custom formula

    Add the possibility to calculate based on other field. Also feature like IF, ELSE , AND , OR would be great in order to do much more complex calculations. This would maken Invoicing much more advanced.

    10 votes
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    2 comments  ·  Invoices  ·  Admin →
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  16. Export comments

    Since follow-ups on late payments of invoices is likely to generate updates in form of comments from users for those specific invoices, it would be great to have the possibility to export whole or a part (eg. last or few last ones) of the comments posted on the invoices for reporting purposes.

    2 votes
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  17. Transport detail

    Transport detail

    1 vote
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    It would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining your requirement so that our support team can get in touch with you!

    Looking forward to your response.

    Regards,
    Reshma.

  18. Use a real chosen library for auto-suggestion

    The current auto-suggest is pretty loose. You can't type a series of words and letters to find :
    - a contact
    - a product

    The order of name has to be respected... This is cool but old and useless. Why not prefere some basic chosen library: https://harvesthq.github.io/chosen/ or vanilla like : http://devbridge.github.io/Vanilla-Autocomplete/ or
    https://bevacqua.github.io/horsey/

    There are plenty :)

    2 votes
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Gabriel,

    Thank you for posting on our feedback forum.

    If you are looking for the search functionality where you can find an item or a contact by any part of its name, I would like to let you know that it’s possible in Zoho Invoice :)

    To enable this for your organization, kindly drop an email to support[at]zohoinvoice[dot]com with your registered email address and mention your organization ID so that we can take it forward.

    Regards,
    Reshma.

  19. Add day level information

    Ability to add day level information. See, we are into dairy industry and create invoices every 15 days for each customer. we deliver Milk and other dairy products based on customer need and they tend to change on daily basis for some customer. so we cannot go for recurring invoices. also we cannot create invoice on daily basis, since it will create 30 invoices per customer for a month and very difficult to track. so if there is a way we could include day level information for 15 days service, it would really be great. thats the one feature i…

    3 votes
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  20. Apart from normal Discount, there is one more line for additional discount colomn.

    Apart from Normal Discount on MRP, one more line for Additional discount, if any.

    1 vote
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello there,

    Thank you for reaching out to us.

    If you wish to include a discount in addition to the default discount field present, you can make use of the “Adjustment” field.

    For instance, if you wish to apply an additional discount of, say 10$, you can just enter “-10” (Minus 10) in the “Adjustment” field and the invoice amount will be reduced by 10. You also have the option of renaming the field as you wish.

    In case you do not have this field while creating the invoice, kindly enable it under Settings > Preferences > General.

    Regards,
    Reshma.

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