Zoho Invoice
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1139 results found
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15 votes
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Allow Customer to Request Estimate
The customer should be able to request a quote directly in the portal with a large descriptive section and the ability to upload files. Then - the Estimate request could come to me and I could accept/decline the request with some text of my own. If Accepted - it simply becomes an Estimate and I can take it from there. If declined - the request goes back to the customer requesting more information or with my explanation of why I can't provide an estimate.
7 votes -
Allow entry of Expenses by User not project.
We would like our Staff to be able to enter their expenses alongside their timesheets. However any profile we set up, not only shows details of the individuals expenses but also anyone else associated with the same project they are working on. Therefore we cannot use this potentially cost saving feature.
We would like a feature where we can set up a profile where we can allow a user to be associated to a project to enter their timesheet and expenses for the project but only be able to see reporting information on the information that user has entered.14 votes -
Total Hours to appear in Timesheet view
Total Hours to appear in Timesheet view. Total is shown of the current view (ie. Changes when "View By" is changed). Would like this to appear on the Iphone and Android apps as well so that users can easily see how much time has been entered for a given day, if multiple jobs have been entered
31 votes -
Contract Manager
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 -
Overtime,Double-time and Straight-time
Sometimes I work a 14 hour straight shift. Have a way to check a box for straight thru time. You need a few more choices in the invoice section. But you input (start time / end time) or (choice) amount of hours worked. Popup happens "Do you wish to bill OT and DT" (Yes / No). "Yes" (calculate OT after how many hours (option 8,9,10, 11, 12 . . .)? at option ((Rate)1.5, (choices))? Calculate DT at (you would think * 2 but you never know add choices to better serve)? at option (12,13,14 ...hours))? Then Zoho takes that info…
11 votes -
Add a European invoice template for windowed envelopes
In Europe, it's quite common to send out invoices in an envelope that has a transparent window in it, so that addresses printed on the top right-hand side of the invoice shows through. That way, we don't need to print an address on the envelope or provide a sticker. Unfortunately, none of the provided templates match this workflow. Even if we choose the 'European style' template, the client address occurs too low from the header. I've tried to remove the company logo, set margins to 0, but still, the client address occurs too low to fit in the transparent window.
35 votes -
Integration of Distributor Re seller relation.
- Provision to input Distributor price and re seller price of a product
- Provision to issue Purchase order to Distributor against a Purchase order from the customer
- Difference of Tax paid to distributor and Tax collected from Customer
- Calculate the profit on each invoice
- Provision to input invoice details from the distributor
4 votes -
Recurring Invoices Reports
Currently there is no reporting on revenue coming from recurring invoices. It would be great if I can see a summary of yearly revenue from recurring invoices. Thanks.
29 votesWe have planned to work on this feature and we’ll keep this space updated.
Cheers,
Reshma. -
Recurring Estimates
Add the capability to have recurring estimates, as many clients need to add PO numbers and sign off before invoicing, and this needs to happen prior to invoice.
22 votes -
Actual vs Budgeted expense reports
Option to see how much you have spent versus the budget and the balance.
6 votes -
Estimates on dashboard
Add active estimates to the Dashboard.
28 votes -
Set hourly rate for a client
Different clients offer different rates for services and hence an hourly rate per client helps to invoice easily.
90 votes -
Be able to choose a specific contact for a project
for a client we can have several projects wich are managed by a specific (different) contact
7 votes -
Skrill as a payment gateway would be greatly appreciated
Skrill as a payment gateway would be greatly appreciated
47 votes -
Add supplier/vendor field in items and possibility to import/export pricelist by supplier
Add supplier/vendor field in items and possibility to import/export pricelist by supplier
or even add a URL to fetch prices automagically from supplier site9 votes -
Add a subtotal line at bottom of invoice for labor. Currently subtotal combines labor and items but I need to show labor separately.
Add a subtotal line at bottom of invoice for labor. Current subtotal combines labor and items but I need to show labor separately.
30 votes -
Add HTML formatting to items and descriptions
It would be great if we could add HTML (especially clickable links) to item descriptions.
4 votes -
CC Avenue Payment gateway integration
Would be nice to have CCAvenue gateway integration, especially for Indian markets as thats the only one valid apart from paypal .
And moreover a majority of merchant users in India use CCAvenue as the primary payment gateway.
I would be happy to help develop this integration for zoho invoice.
34 votes -
user access segmentation
User to be able to view Only the invoices created by that particular user as supposed to be able to view everyone's invoices
36 votes
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