Zoho Invoice
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1139 results found
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Invoice and Calendar Integration
Integrate events on the calendar with items in invoicing. Add something that searches a calendar within a date range, and then add the selected items to a new invoice.
Ex.
Search for "Store Cleaning" between 6/1/16 and 6/30/16
Each time "Store cleaning" appears on the calendar would add a new item to the specified invoice.This would be helpful for maintenance that recurs every month, improving on the current system of recurring invoices by allowing for months that have more of a certain day then others.
For example. A certain job is always performed on Wednesdays. June has 5 Wednesdays,…
17 votes -
link to Zoho Invoices from Zoho Subscriptions top-left apps menu
link to Zoho Invoices from Zoho Subscriptions top-left apps menu
1 vote -
Return Merchandise Authorization (RMA)
Zoho Invoice should have an RMA in the templates section, alongside Estimates and Invoice.
8 votes -
Delivery Calendar
It would be nice to be able to have a delivery calendar that integrates with a field in the invoice. That way, we know what invoices/delivery notes are scheduled for what day by looking at a calendar.
5 votes -
Report on time between estimate and invoice
It would be highly beneficial to me to be able to track how long the jobs take from estimate to invoicing as so that I can see which of my clients are the quicker decision makers and adjust future quotes for clients who take longer and require more adjustments and time spent. I am looking for a structure similar to the "time to pay" feature broken up into months so I can see at a glance who of my clients drag their feet and how new team members affect the time efficiency of the work completed.
3 votes -
Integrate Customer reviews on my website
Integrate customer reviews on your website, so clients can see all the reviews and the total rating you have. Just like Trustpilot.
16 votes -
Opciones de seguimiento en presupuestos para cerrar ventas
Los presupuestos deberían tener mas opciones de seguimiento, con el objetivo de ayuda a cerrar la venta.
Por ejemplo, incluir:
- Opción de enviar recordatorios a los clientes y que puedan dar feedback.
- Opción para agendar una fecha y hora de seguimiento, y que esta se envíe en forma automática por correo al vendedor.3 votes -
Add graphics to the reports
It should interesting to see the report data as graphics (pie charts, etc.).
12 votes -
Geofencing
I currently parse my Google Timeline kml files and strip out what I need to confirm my timesheet entries.. However, some timeheet apps now support geofencing.
(Android-centric here)
Updating the terms of service on the Zoho invoice app to allow location sharing and using geofencing Zoho users could mark their Contact's GPS coordinates (multiple sites per Contact) in Zoho. Then, with geofencing, when a Zoho user goes onto a client site a time-entry could be started and an alert generated on the phone. Same process when leaving an area.
I know I am missing quite a bit of detail on…
1 vote -
1 vote
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Using all fields from Invoice in Payment-Thank you template
When creating a Payment-Thank you template, it would be great to be able to use all the fields from Invoice, including custom fields, as placeholders. This would help us have more personal thank you notes with reference to the content of the Invoice.
4 votes -
6 votes
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Ability to track customer activity
We really need a report that can show which customers have not ordered since "x" date. This would help us identify which customers we need to reach out back out to in the hopes of securing another order and/or getting additional info to them. Please, please, please develop this!!!
1 vote -
Group Invoices
Be able to send an invoice to several contacts at a time who purchased the same thing from you (eg. 4 music lessons in a month). Have it send out different invoice #'s.
1 vote -
Provide option to add multiple merchant accounts from a payment gateway
Some payment gateways require a separate merchant account for each currency we wish to accept. This would work perfect because in that case collected payments can be deposited into separate bank accounts. However, currently, Zoho Invoice doesn't support multiple merchant accounts from a single payment gateway.
3 votes -
eWay payment gateway integration
eWay is a major Australian payment gateway. Can you please implement a gateway to it?
8 votes -
IMPUESTO RETENCION PERSONAS FISICAS
SERIA NECESARIO AÑADIR EL IMPUESTO RETENCIONES DE LAS PERSONAS FISICAS, QUE EN ESPAÑA VARIA DESDE 7 % AL 21%,
TAL COMO SE APLICA EN EL PROGRAMA EL IVA GENERAL E IVA REDUCIDO.
EN EL CASO DE QUE ESTE CREADO, AGRADECERIA QUE ME INFORMARAN.
MUCHAS GRACIAS1 vote -
API invoices: output should contain a field 'project' if an invoice is related to a project.
I query a list of all invoices through the API to process in different software. I need to see what projects the invoices are related to. This field is not present in the output.
1 vote -
Through API list all invoices belonging to a certain project
In the API I can pass parameters to search invoices by all sorts of fields; I need to search by project.
1 vote -
Automation customer statements
Please add the ability to automatically issue contacts a statement on the last day or last business day of each month. This would reduce a lot of workload for users
3 votesHi Geoff,
Thank you for posting on our feedback forum.
We have recently rolled out an enhancement that can serve as a good workaround to your requirement.
You can now print/email the customer statements of up to ‘25’ contacts in bulk.
To try this out:
- Navigate to the “Contacts” tab;
- Select the contacts whose statements you need to print/email;
- Set a date range (The transactions created within this date range will be included in the statement);
- Go for the “Send customer statements” or “Print customer statements” option.Give it a spin and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma.
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