Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com
68 results found
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payment term
Payment "term" section to be enabled to the estimate section just like on Invoice section.
It is important for me and my client as I can show them how the term is going to be.3 votesHello,
Thank you for posting on our feedback forum.
Payment terms are typically used to set a due date to an invoice and collect payments within that date. Since the clients cannot make payments for estimates, neither the “due date” nor the “payment term” would come into the picture.
As far as estimates are concerned, it’s a deal you offer which they can accept/decline. To set a date before which you would like them to accept/decline, you can make use of the “Expiry date” field in the estimate.
Hope this helps. If you have any queries, you can write an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Administrative Charges %
in our industry we charge administrative charges of 10% from total estimate or invoice, this cannot be applied using zoho similar to the HST and Tax charges from the total invoice/estimate
1 vote -
Modify the clone function
I would like to have the clone function modified in an invoice or estimate. When I clone a line everything works fine until I want to change the value in a custom field, the value will also be changed in the previous row as if the clone was bound.
1 voteHi Patrick,
We would like to clarify that changing the value of a custom field in a cloned invoice will not make any changes to the original one.
Having said that, it would be easier for us to resolve the problem you are facing if you could drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Search functionality for the iOS and Android Apps.
For invoices and estimates equally. We Regularly estimate multiple jobs to the same client. The iOS app has no search feature that we have been able to find and does not display enough information in the estimates list, to distinguish easily between estimates.This means we must remember estimate numbers, or open each estimate one after another to remember what it was for. Tedious and slow, defeating the point of an app on the go. Search features ARE available in a web browser, but why should app users work without such a massive time saving feature?
1 voteHi Lydia,
We certainly agree that the mobile apps should support the critical functionalities like the search option. The iOS app of Zoho Invoice indeed has a search option for each section, which you can make use of.
Kindly update the app to the latest version and let us know your feedback by writing an email to support[at]zohoinvoice[dot]com
Cheers,
Reshma. -
Template
It would be nice to be able to select a template that prefills products onto the estimate. So if bundle 1 always has items x y and z my agents dont have to fill out it every time.
27 votes -
Designate specific name that appears on estimates (or invoices)
I often send estimates to three/four people, but one is the designated "contact person," and therefore the person who should appear on the Estimate/Invoice. I can email it to multiple people, but I want to be able to designate one person as the main contact through the check boxes at the bottom of an Invoice/Estimate draft.
2 votes -
Make placeholders as available in footers available for all other fields in Estimates / Invoices / Credit Notes
Would be great to have placeholders available for all other fields in Estimates / Invoices / Credit Notes. We are trying to build a confirmation stub, something like "I confirm estimate [placeholder for estimate number], signed by [placeholder for contact name].
3 votesHello,
We would like to know more about your exact requirement so that we can suggest the best possible solution.
It would be very helpful if you can drop an email to support[at]zohoinvoice[dot]com so that our support team can assist you shortly.
Regards,
Reshma. -
8 votes
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ITEMS multi-currency, and automatic exchange rates to customer currency
All items in Zoho Invoice must be currently priced in base currency only, and doesn't allow to involve more than one currency within a single estimate (Euro, an example)
For all our estimates we use the same customer currency (Euro).
Is it possible for ITEMS to add another currency (USD?) with automatic update of exchange rates to customer currency (Euro).
As result we'll be able to use a few items in $ and Euro within a single estimate.
25 votes -
alternative offered also
some items are an alternative position.
Its important to see the price , but do not add the price.3 votesHi there,
We would like to understand your requirement better so that we can help you with the right solution.
Can you please write an email to support[at]zohoinvoice[dot]com with more details on the same?
Our support team will be happy to assist you!
Cheers,
Reshma. -
Price Range Option
Need to have the option to type in a price range in the "price" section.
Some projects have a range of pricing based on how much work is done (example: $100 - $500).8 votes -
Add inventory to Estimates
When building an Estimate, it would be helpful to be able to view the amount on hand, that way the salesperson knows how much of an item they can offer
3 votes -
Font Features for Estimates and Invoices
When I build an estimate with many categories and line items, sometimes I'd like to Bold a heading and or make a line item Red or something important I'd like to underline.
I've brought this up before, and I was told to just make a custom template but that's not convenient at all. Need a small box off to the side where I can make these little changes quickly.9 votes -
Accept and Making an advance payment (retainer)
Would like client to have ability to accept and make an advance payment per Retainer settings by visiting %EstimateURL%
6 votes -
Provision to distinguish multiple brands and assign user permission w.r.t. brand names.
Provision to distinguish multiple brands and assign user permission w.r.t. brand names.
We deal with Multiple brands and many items under each brand having a sales mgr for diff brands. I want to have provision by which I can restrict or provide permissions to individuals for chosen brands' Estimate preparation / invoices.
1 vote -
Convert multiple estimates into a single invoice with each estimate as a line in the invoice
My clients want to have all of the work I do for them regrouped in a single invoice. I would like to be able to convert several estimates into one invoice.
69 votes -
Opciones de seguimiento en presupuestos para cerrar ventas
Los presupuestos deberían tener mas opciones de seguimiento, con el objetivo de ayuda a cerrar la venta.
Por ejemplo, incluir:
- Opción de enviar recordatorios a los clientes y que puedan dar feedback.
- Opción para agendar una fecha y hora de seguimiento, y que esta se envíe en forma automática por correo al vendedor.3 votes -
Group Header
We would like to be able to group articles under a common header. For example, in the same estimate, I want to sell articles regarding the "sound" and the "light"
We would be able to have a "Sound" section with all the articles and the option to get a subtotal for this.38 votes -
Add "Completed" Status for Estimates
Right now Estimates can only be "Sent", "Accepted", or "Declined". I do not bill by the individual estimate so converting to an invoice is not an option. I need to ability to know when a particular estimate has been completed so I can recognize that it is not an active job.
8 votes -
Choose the items of a price list
When we create a price list for a client it would be useful to have the possibility to choose the items we want to show to him, instead now we are bound to show the whole price list with all the items.
Adding to this, when I send a list items I intend the client can choose from different items so it would be useful if we could not show the total because it can be confusing for the client.5 votes
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