Zoho Invoice
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347 results found
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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 -
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 -
sort timesheet by date (desc) instead of task
hi!
it would be great, if the timesheet (the list of time entries) were sorted by date in descending order by default. right now it is sorted by task (i can not imagine a possible use case where i would want this).
currently i always need to click on the date column header twice to see if i didn't forget to log time at a client.
3 votes -
skipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices
kipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices
3 votes -
organisation
I modified my standard invoice template (general conditions) and that modified all previously sent invoices.
Therefore when I look at a previous invoice, it is not the same as what the client received anymore!!
This leads to client conflicts.
And my accountant warns me that it's a true legal risk, not to be able to accurately keep the exact sent invoices.
In 2 innocent click, any of my assistants can break the accuracy of all previous invoices...
Sent invoices should not be modifiable anymore, even if templates are modified.
Please :-)3 votes -
Set due date when converting estimate to invoice
My company is a service based business, so when I send an estimate to a customer, I have a custom date field for a reservation date. For example, The customer is requesting my services for an event at some date in the future. If the customer accepts the estimate, it converts to an invoice but the due date is set to On Receipt. Only the Retainer invoice is due on acceptance, the balance invoice should be set to a date relative to the event, like -5 days.
3 votes -
Ability to have time for a project included on invoice but hidden from printed copy
When invoicing a project it would be a huge help to be able to flag some entries as to be billed at $0 and hidden on the invoice. This would save time vs having to go through all time entries and mark them as invoiced when this could have been addressed during invoicing by simply hiding the time entry on the invoice. Furthermore if the status of invoiced time entries could include the invoice number the entry was invoiced on similar to 'Invoiced on XXXX' instead of just 'Invoiced' it would help as well.
3 votes -
customer statement
I think being able to preview custom invoice templates would help greatly and should be one of the next "To Do" things on here.
It would encourage us to use portal for out clients more.
Also, when sending "Unpaid Invoices" to customers, the file sent comes with links to the portal for individual invoices, and the preview on there looks horrible.
At least to be able to remove the link to the portal like view of the invoice when sending "Unpaid Invoices"
If this will not be something that can be done in the near future, at least to have…
3 votes -
More styling options inside the various editors of Zoho Invoice
One of the feature that we missed the most about our last CRM is the possibility to style a bit more the invoices and the quotes. We have found with time that the ability to style some keys parts of our invoices improve greatly the comprehension for our customers.
Basically, we need the possibility to make text red, bold, Italic [...] inside the invoices and the quotes.
3 votes -
Multiple manual reminder templates
I'd like to create different levels of manual reminders for overdue invoices (first reminder, 2nd reminder, last reminder) with different templates (e.g. more drastic reminder if it's the last).
Could you increase the number of templates you can create for manual reminders?3 votes -
Hire charge support
Add the ability to charge for items as a hire, where the total cost of a given item on an invoice is calculated as:
the amount of units x the duration of the hire (eg 4 days).Currently I have to have the item unit field set to days, which allows me to invoice as a hire, but only for items I have only one in stock of. For items I have multiples of I have to list items with names like:
"1x item A"
"2x item A" etc.3 votes -
Vat Deregistration
Companies can de-register from VAT once they fall below the threshold. As a contractor this happens quite often to me as my revenue varies.
Unfortunately Zoho Invoice does not allow VAT de-registration, so does not reflect the real world.
I want to change my org settings to disable the VAT number field - so that I can be sure it doesn't creep into any of my invoices.
Currently if there are any previous VAT invoices it's impossible to disable this field.
3 votes -
single page with option to Create invoice and receive payment
I want a single page where i can create an invoice and do receive payment at same time as my customers have already paid in advance
3 votes -
Timesheet Weekly Log: Carry over entries from previous week
When entering the data in weekly in the timesheet, if the week you are entering has no task entries, bring the ones from previous week.
Most of the time my employees use the same tasks every week and they have to select them every time the click on next week. It would be nice if they were carried over.
3 votes -
Support for persian language in invoice
please add persian language in invoice
3 votes -
Tax method validation
When creating a new line on an invoice, sometimes I forget to enter a Tax Method. I would like to have a warning if I try to Save an invoice in which a line item does not have a Tax Method.
3 votes -
custom field for delivery note
custom field ex: delivery date...etc. for Delivery Note
3 votes -
Allow UK, US and India-based companies to set EUR as base currency. Stop discriminating against us.
Please stop discriminating against UK, US and India-based companies and allow us to set EUR as base currency like everyone else can.
In my trade, everyone working internationally works in euros, since almost all our clients are based on the continent.
One of the consequences of not being able to set euros as our base currency is that we have to jury-rig a fake 1:1 exchange rate in order to be able to use the Items feature with standard rates. But this is just one example.
3 votes -
Automatic Contract
Let's say you're a hire company and you have an 'Equipment Hire Agreement' that each client signs.
It would be really good if you could write out a default contract and for each customer add a 'create contract' button that would create/edit the default contract according to the customer. (Customer name, Invoice number and total, hire start date(custom box on invoice) )3 votes -
i have weekly invoice going out on auto . but i would like it to go out at 1pm please
i have a weekly invoice going out on auto . but it would be good if i could have it go out at 1pm instead of frist thing in the morining please.
3 votes
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