Customer work order - for service technicians - which may or not include prices, this is left with the customer representative following a service call
This work order is later converted to an invoice1 vote
After Invoicing occurs I need to reschedule my clients for 1,2,3 & 5 year reoccurring intervals, This needs to be shown on a calendar
Currently I use Zoho to Invoice but I cant seem to find anyway to schedule the next appointment with reoccurring clients which in my case is in 1,2,3 or 5 year intervals.
If there was a simple way for me to click a box during invoicing that was attached to a calendar where I can select 1,2,3 or 5 years that would help me greatly planning my business moving forward...1 vote
Bonjour, est-il possible de faire une extraction du fichier client global ? j'aimerai récupérer tous les e-mails de mes clients facturés et
Permettre de faire une extraction du fichier client global.
Pouvoir récupérer tous les e-mails des clients facturés et/ou à qui on envoie un devis, à afin de leur envoyer un e-mail.1 vote
ability to print a service tag label, example xxx123 that ties up to a service job.1 vote
Actually this should go under Automation category, but since there is no such, I enter it here.
So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
Customer status is Active.1 vote
create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?
create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?1 vote
Please add a permanent date of birth (or other unique) field that differentiates contacts with the same name and also appears whenever that contact is selected.1 vote
Company Registration Number and VAT ID should be already default fields.
It would be also awesome if VAT ID could be validated directly through VIES.7 votes
When adding a new client their names should automatically be added alphabetically to the existing names.1 vote
We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.
In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com
I would like to categorise my customers to make it easier for invoicing as our customers are regularly invoiced according to a day of the week and
also put our inactive customers in a separate category to reduce the contact list for invoicing1 vote
When customising the Customer Statement, Statement Table section, please include the option to add the Invoice's (Retainer too!) Reference field into the Transaction Details column.
For example, the column currently says "RI-2018-00004". If the Invoice's Reference field has "Bulk Widgets XYZ for Project ABC", then the Customer Statement's Transaction Details column should be "RI-2018-00004: Bulk Widgets XYZ for Project ABC".2 votes
Compose and send email to all contacts at the click of a button to alert of e.g closure3 votes
Add Outstanding Filter option when sending bulk statements from the contact section.
I appreciate the Outstanding Filter in the statement section, very much needed. Just missing in the bulk statement section.
Thank You7 votes
It would be nice to have a "contract" manager addition to contacts. This could be accomplished by checking a box for adding contract info such as start and end dates, contract amount, etc. it would also be nice if Zoho would send reminder emails prior to expiration date of contracts. This may be achievable via Workflow Automation but would we nice if if were part of the package.15 votes
wish to see a list of customers against the price list associated with them.3 votes
ability to set up zip codes and they automatically bring up city and state when we select them upon entering a new client. 90% of my client base are new clients.4 votes
the custom views and custom fields are great, but I would like to sort for my custom fields in the contact list. could you implement this sort function?
i would like to link salesperson with particular contacts, so that each time while billing it doesnt ask me to choose, while billing it automatically chooses the linked salesperson
i have 3 salesperson A,B & C
and 12 contacts 1,2,3,4,5,6,7,8,9,10,11,12
now in contacts i can add default salesperson
like A for contact 2,4,8,10
so whenever any invoice is created for say contact 2, then by default salesperson A is selected
thank you1 vote
Hello Zoho Team,
Adding option to upload custom Image to Custom fields.
Upload image is required we collected images of our consumers /clients,/Service providers in our system.
And want to show them ,how much we care about themselves.,so that they can also see their logo etc. while raising estimates,Invoices and Challans,which inturn gives a good impression and long lasting business.
Looking forward to initiate request at your earliest.1 vote
We would like to have multiple projects under one client with independent project portal access. At this time you have to list each project as a client for independent portal access. This makes for messy project organization. The natural hierarchy is Client / Project, there needs to be a choice if you want the client to see the portal for a project, or the project to see the portal or both. Thank you.1 vote
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