Zoho Invoice
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1139 results found
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Use of items in projects
Professionals have to book their used materials so they can be invoiced to the customer. It would be very helpfull if we get next to expenses and millage the possibility of booking used materials (items) on projects. When we generate invoices we get these items automatically, with the right price and VAT on the invoice.
A possibility is to add the right items to the project with the right project prices, so the professional can only book items related to the project.
An easier way is not connecting any items to the project and let the professional choose form the…8 votes -
Item prices in different currency
Enable the currency option on the price for the Item.
6 votesHi there,
In Zoho Invoice, though it’s not possible to create item rates directly in foreign currencies, you can create a price list and achieve this.
While creating a price list, you can define the currency in which you’d like to add the item prices and you can even associate price lists with customers if needed.
You can take a look at it here and if you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
https://www.zoho.com/invoice/help/items/items-price-lists.html
Regards,
Reshma -
Profit and loss by each project / customer
We need Profit and Loss report by each project / customer.
Not too complicated... Simply, "Sales - Expense by project or Customer" is good enough.5 votes -
Ability to subtract lunch/break times from timesheet
It would be helpful if we could add in break times to a timesheet, which are subtracted from the total time.
E.g. I work 9-5.30 with a 30 min break. Currently I either need to enter my finishing time 30 minutes early or create 2 separate time entries, one before lunch and one after.
Having the ability to include breaks would be helpful.
22 votes -
152 votes
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Auto Charge for Braintree
Auto Billing support for Braintree.
10 votes -
8 votes
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Packing list
Packing list with product size, gross weights, and cubic meters would be helpful for companies doing importing/exporting business.
8 votes -
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 -
11 votes
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Option to choose recipients for Recurring invoice notification email
If the Recurring Invoice preference is set as 'Create invoice as drafts', an email would be sent automatically to the organization admin whenever an invoice is generated from the Recurring Invoice profile. It would be nice to add recipients to this email.
10 votes -
credit card surcharge
Add feature so you can automatically add a credit card surcharge if that payment option is followed.
632 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 -
timesheets in calendar mode additional features
view all timesheets in calendar mode: able to select what info is shown, show hours, project name, task name
9 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. -
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 -
Create expense report with receipt image s included
Be able to create expense report with receipt images included. would be useful for summiting expenses to my accountant.
7 votesHi Jesper,
Thank you for your feedback.
This is possible using Zoho Expense, which is our expense reporting application.
Zoho Expense primarily helps you manage your employee expenses in situations where they have to report their expenses to the company and get it approved by their managers and later get it reimbursed. The employees can create expenses as billable to the customers too.
Zoho Expense is integrated with Zoho Invoice. When an expense report is approved, the expenses in the report will be moved to Zoho Invoice automatically.
To access Zoho Expense, kindly click on the below link.
Feel free to contact us at support@zohoexpense.com for further assistance.
Regards,
Reshma -
Flat rate and hourly rate for tasks of the same project
An option to include flat rate (fixed cost) tasks and hourly rate tasks for the same project and the ability to invoice them
9 votes -
Project with hour budget per year or quarter
Add the hour budget for a year or quarter.
9 votes -
Ability to create and print a Sales Receipt
Under the sales options, in addition to invoice, estitmate, etc,
An Option for Sales receipt should be addedMust has different receipt numbering, and not not be base on the invoice number
Option to print on small size mobile receipt printers
Option to print on small format receipt size paper settings.
Must have on own print template, and not using the Invoice TemplateMotivation:
In my country (and others), there is a differnece between a receipt and invoice.
Receipts are mainly used for Cash Sales, after the payment has been made.Invoices are mainly used to submit to a client,…
47 votes
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