Zoho Invoice
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1092 results found
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Add "Activity" tab for projects
The Activity tab helps keep track of communication, uploaded documents, and the latest updates within a project. Utilize this section for quick questions, updates, and sharing files from your computer or Google Drive.
Each project has an Activity tab which acts as a real time messaging feed for anyone who is invited into your Project. Direct a message to a particular person using @mentions, where you type the "@" symbol followed by the person’s name. Using an @mention will send the person you mentioned an email with your post.
1 vote -
Allow timesheet entry with zero time
I understand the benefit of requiring a valid time value for timesheet entries, but I've run into several instances where the number zero should be a valid entry (yet it fails validation).
Perfect example: I took yesterday off and would like an entry documenting the fact that I didn't work, and the reason why. It would be extremely handy in the future when auditing timesheets to know there is missing time.
2 votes -
Hi, it could be nice to choose the position of the abbreviation of the currency in relation to the amount (on the right or on the left of th
Hi, it could be nice to choose the position of the acronym (abbreviation) of the currency in relation to the amount (on the right or on the left).
Today It works on the invoices but not on the rest of the interface.1 vote -
वीडीओ? Video?
How to link invoice and payment link, or crest on youtube.....
1 vote -
Additional Pages to Estimates
Please create the ability to add custom pages to an estimate such as a cover page and a scope of work page. Having the ability to dress up your estimate is a major selling point. We would appreciate being able to have the ability to add additional information on the estimate related to the scope of work as well. Keeps things clean and organized.
1 vote -
Deduction of tds,Retention amount & Advance deduction in % showing on invoice
In total section in invoices there should be provision to add some custom button such as deduction of tds from total amount, deduction of retention from basic amount & deduction of advance payment in %
1 vote -
To be able to do EFT or something similar to e-transfers in Canada
To be able to do EFT's or Bank Wires or something similar to e-transfers in Canada
1 vote -
A registration link so clients can create their own account
I would like a way I can send my clients a link so they can create their own account on the client portal to save me from having to create an account for them and then send them a link to it.
1 vote -
payment links on estimate
Allow including Payment gateway links into ESTIMATES.
our estimates are sent first and tax invoice issued after payment received. the customer should be able to pay the estimate via the payment gateway connected to it. (as done on invoice)
1 vote -
Associate 'Potential' to a Company/Account with a different name
We only sell through 3rd parties (resellers) to whom we send Estimates and Invoices. However, the Potential/Deal (in CRM) is associated with the end customer as we need that information.
Currently when you assign a Potential in an Estimate it only searches for Potentials/Deals with the same Company/Account Name.
Would it be possible to either wildcard the search, or map to a specified account to search for a Potential ?
6 votes -
Estimates to be pulled into the CRM as a follow up tool
Once an estimate is inputed this is then pulled into CRM as a hot lead and can be used for following up
1 vote -
Show last 4-digits of the credit card number on a paid invoice
Where is says "Payment Made" as a line item on a paid invoice, have it show the credit card last 4 digits (if paid for by credit card)
3 votes -
tag invoices created by staff
invoices written by staff should have a unique tag, for instance in my case my staff are paid commission so i need to separate which invoices ive created and which my staff has created to easier manage payroll
1 vote -
Add other fields into an scheduled report
I have created a weekly scheduled Ageing summary report. However, I'd like to show additionnal columns (such as due date, PO #, etc.)
3 votes -
Telegram and/or Viber
Telegram and/or Viber reminders would be more effective then email ones
1 vote -
Display NET REVENUE on dashboard
Have the dashboard also display NET REVENUE (Sales-Expenses). Or maybe a way the user can modify the graph and info displayed on the dashboard.
3 votes -
Customer work order - for service techniciens - Which may or not include prices
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 invoice
1 vote -
make a customizable remit area.
I have a remit stub on the bottom of my invoice. I include a #9 window envelope with my invoices but because the address to my customer is on the right side I have to purchase a more expensive envelope. I would like to have the choice of layout to put the customer address on the left side instead.
1 vote -
Add a Payment Schedule to invoices
I'm offering my customers payment plans on their purchases for 3, 6, 9 and 12 months. I would like to be able to create a single invoice with their total amount, and then a payment schedule so they can pay their invoice monthly for a specific amount (amount depends on their payment plan terms). This way they can keep track of their remaining balance and have the option to pay more at any time to pay their balance off early. I don't want to use recurring invoices because this would not be the best way to manage their purchase. The…
3 votes -
auto update of manually set date fields within invoices
Our services are performed over a monthly period of time that remains that same from month to month, yet the invoices must show the service period. We have set a From/To set of dates for invoices. Is there anyway to be able to either auto-update or bulk update on these fields?
1 vote
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