Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1139 results found
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We can have an option of categorizing items based on some criterias.
A customer has 25000 products, he needs to categorize them by category, sub-category and product.
140 votes -
Allow business days for Terms, not calendar days
Currently the terms are set up to allow Net 15, 30, etc., but the overdue notices and email reminders are based on calendar days, not business days, yet all my clients operate on business days when processing invoices.
I realize you can change the calendar days that "Net 15, 30 etc." stand for, but this workaround doesn't take into account federal non-working holidays, which also should not count toward the net days.
So right now, when I get a reminder that an invoice is overdue, it's technically not because Net 30 is really 40 calendar days, or more if there's…
6 votes -
19 votes
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Invoice items to time log
Would be nice to use invoice items directly in time log. Just selecting the item, time, adding description and done. It may end up as new task finally or something but would make monthly billing and invoicing simpler to manage.
13 votes -
Item Merging
Merging od Items much the same as the merging of clients.
I am currently Migrating a client from NUTCACHE to ZOHO Invoice.
In the process a few ITEMS have duplicated, it would be great to simply merge these items.6 votes -
54 votes
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Draft invoice date automatically updated when sent
We often use draft invoices to keep track of ongoing work and then send the invoice once the work is complete, the problem is the invoice date is fixed at the date the invoice was created which can cause problems when the invoice becomes overdue earlier than it should.
Currently we have to remember to edit/change the date every time we send a draft invoice but I'd like the default to be today's date or at least have the option to specify this behaviour in settings.
7 votes -
Setting email template per invoice
Using invoices in multiple languages means client e-mails need to have different templates or some other reason. It can be set while sending invoices manually, but not possible to set different email template for the recurring invoices that is sent automatically?
Simple drop down selection next to the invoice template selection would do just fine.
14 votesHi there,
Thank you for posting on our feedback forum.
Though it’s not possible to pick an email template for each recurring invoice, the below workaround can help you to some extent:
Zoho Invoice offers you the option to associate PDF/email templates to your contacts so that all the invoices sent to those contacts will follow the associated template. You can refer this doc to know more about it:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#select-email-notificationRegards,
Reshma. -
Redirect URL to take customers to a custom page on successful completion of a payment
Once a customer clicks to make a payment and completes a payment successfully, the customer is taken back to the invoice page.
This is confusing to customers as they don't know what they are supposed to do next.
This also doesn't allow us to take the customer to a Thank You page.
Could you please provide a redirect URL option, so customers can be taken to a custom page on successful completion of a payment?
Thanks.
2 votes -
Sort task alphabetically
It would be really helpful to have the ability to sort tasks alphabetically. It would be much easier to find things.
9 votes -
Rotate expense receipt image for best oreintation
Just started using Zoho invoice mobile app to create expense records and take pictures of the receipts. Everything works great except that the invoices are usually printed on A4 sheets of paper which means the pictures must be taken in the portrait orientation. But they appear in the landscape orientation in the app and in the browser and there's no way to rotate them. There should be.
17 votes -
Tiered Pricing Model
It would be good to have a tiered pricing model in the items
For Example-
100 for the first 25 devices
50 for the next 50
and 25 for rest23 votes -
Custom Text field for Discount type below discount tab.
There should be the field of discount type below discount percentage to give people details about what discounts they opted for.
4 votes -
Automated monthly statements for returning customers
often month end is the busiest time for everyone and i have to go through each customer to send their monthly statements. If would be awesome if there was a way to set a automated this step so statements go out automatically at the end of each month
16 votes -
Classification of timesheet reports by tasks
I'd like to group the details in the time sheet report by the name of the tasks, beside of user, date or project. It would help me to bring my clients the info they need about the time spent by project and task.
11 votes -
Barcoding Invoice
It would make life easy if invoices could be barcoded. This will save time from manual search and pulling invoice.
7 votes -
Notification before credit card expiry
It'd be great if a user could send automated reminders before some time,say 2 months before credit card expiry of his customers
9 votes -
multiple overdue invoices statement
If there are multiple overdue invoices for a single customer, instead of sending multiple reminders for theses invoices it would be better if an automatic statement is sent which lists all the unpaid invoices, their statuses and the respective due dates.
128 votesHello everyone,
As a first step towards meeting this requirement, we’ve provided the option to attach the list of unpaid invoices and send it to your customers. It will be available while choosing to email the customer statement.
You can take a look at this help document to know the steps:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
(Refer “Send list of unpaid Invoices”)Earlier, the customer statement cannot be customized to filter a specific set of invoices and we believe this enhancement of sending the list of unpaid invoices alone would serve as a workaround :)
We’ll keep you posted on any further progress on this.
Cheers,
Reshma. -
Track commissions
I would like to know how I can track commissions for my sales reps.
For example:
A customer orders $1000 from Sales Rep A at 10% commission rate. We invoice the customer. 30days later the Customer pays their bill, we pull up a report Sales Rep commissions revenue based. So the report shows us 100 commission payable.
Example B
A customer orders 50000 from Sales Rep B at 5% commission rate. We invoice the customer. the customer never pays their bill ( they declare bankruptcy ) If we were to pull up the Sale Rep commission revenue based report we…41 votes -
webshop
Hello we use Talex.se as our webshop and we want this to be integrated with our zoho system to use it as a complete buisiness master system
3 votes
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