1092 results found

1. Automated Reminders: Net EOM30

   Hi, I'd love to be able to send automated reminders based on time elapsed since end of month (EOM) - in other words, if a client hasn't paid after 30 days since the end of the previous month, a reminder gets sent.

   11 votes

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   Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

   Hello there,

   We are glad to inform you that, now you can send automated reminders based on time elapsed since end of month.

   We have added two new payment terms in our Zoho Invoice Products.
   1. Due end of the month
   2. Due end of next month

   If you have any queries, write back to support[at]zohoinvoice[dot]com and we would be glad to assist you.

   Cheers,
   Reshma.

2. ADD: Purchase confirmation Form

   Our clients often ask for a confirmation of their order.

   Lay out might be like the invoice form,
   adding extra information:
   1. Expected delivery date (date)
   2. delivery partner (lookup table)

   10 votes

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   2 comments  ·  Invoices  ·  Delete…  ·  Admin →
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   AdminReshma (Community Manager, Zoho Corporation) responded

   Hi there,

   Thank you for posting on our feedback forum.

   We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.

   Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.

   Regards,
   Reshma

3. Create a task for Projects in Zoho Invoice based on the associated custom field in Zoho CRM

   What we want to achieve is when we create a task/event in Zoho CRM with new custom fields to match the fields in Zoho invoice, it will create a task in Zoho invoice (timesheet) for the products.

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4. Hi. Let me just say your feedback and suggestions portal, and promptness of reply, is spot on. Can I please suggest in the Timesheet>Proj

   Hi. Let me just say your feedback and suggestions portal, and promptness of reply, is spot on. Can I please suggest for the web version in the Timesheet>Projects list we can organise the list in terms of date, where most recent projects appear at the top. Thanks

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5. Snail Mail Invoices Tracking

   Allow an option to pay for a registered mailing of the invoices for proof of delivery (or any other form of proof of delivery in the system)

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6. Categorise contacts

   catergorise National clients and International clients

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7. Reminder for real-time counter

   Pop up window for a reminder for real-time counter still running... after a specific time

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8. Separate actual receivables from taxes (receivables to the tax authorities)

   Would be good on the report for receivables due to have one with total amount due and another one net of taxes. This is because the total amount is not due to the company, only the one net of taxes is.
   Thanks.

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9. Ability to insert items anywhere in the invoice

   In our business (water well services) we often have more than one visit to a well or windmill. this means I have more than one entry for labor. I like to describe the work done on each visit, listing them separately. I often wish I could insert new data where I want it to be instead of having to only add onto the bottom. I usu. have to open up a new instance of the invoice so I can use it for reference and then edit another instance of it, deleted and rearranging the items as I want them. very frustrating. my old invoices software let you insert a line or delete a line, whatever you wanted.

   In our business (water well services) we often have more than one visit to a well or windmill. this means I have more than one entry for labor. I like to describe the work done on each visit, listing them separately. I often wish I could insert new data where I want it to be instead of having to only add onto the bottom. I usu. have to open up a new instance of the invoice so I can use it for reference and then edit another instance of it, deleted and rearranging the items as I want them. very… more

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10. Import price list and description of customers

    Import price list and description of customers and link it to imported invoices

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11. Mark up credit card payments

    Mark up credit card payments by specific amount. (Since Markup in price list changes the rate for every entry and this will confuse customers.)

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12. Notify or block users from generating an invoice related to an order that has been previously invoiced

    Currently I am able to create an invoice with the exact same order number as an order that has been previously invoiced. I would like to see a notification appear when the same order number is entered on an invoice to avoid creating a duplicate invoice.

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13. A column for "Sales Person" in the report "Payments Received"?

    It would be fantastic with a column in the report "Payments Received" that also shows who the sales person is (maybe from "show more"?).

    When you export the report to Excel, it will be easy to sort / filter this column.

    Thank you for a great product!

    8 votes

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14. Dashboard options

    In Dashboard an option to show sales including draft invoices. I have clients that I only invoice monthly and it would be handy to see the total outstanding.

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15. Need a cash vs. accrual option

    Need a cash vs. accrual option in reports

    9 votes

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16. schedule invoice sending

    Scheduling the sending of invoice can be done for recurring invoices but not for one time invoices.
    It would be nice to be able to set a date and time for the sending of invoice for the case where the service is known to be finished on a given date and that you'll be vacant and away from the keyboard (on holidays) for weeks

    4 votes

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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Yes ! You can now set a date on which the invoice has to be sent :) Just schedule your invoices and carry on with your vacation, while Zoho Invoice takes care of the invoicing part.

    Check it out here – https://www.zoho.com/invoice/help/invoice/sending-invoice.html

    Regards,
    Reshma.

17. Unlimited number of contact persons

    It should be possible to create unlimited number of contact persons. We can now create only 20. That's not good for big corporations.

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18. Better, more integrated time tracking

    Current time tracking features include logging time by duration or by start and end time, starting a timer to track duration, and stopping and resuming a timer. These things can all be done, to varying degrees and in different ways, on the website, in the Android and iOS apps, and via the "Zoho Invoice Timer" Chrome extension.

    The current time tracking options are poorly integrated with one another, and some are lacking basic features. Let's take the Website as a baseline, and discuss the others from there.

    Website

    1) Starting a timer on the website creates a new timesheet entry and starts the clock ticking
    2) You can stop timing and resume it later
    3) You can log time as a duration (that's what the timer feature does)
    4) You can log time using start and end times

    Suggestions:

    5) (suggestion) You can convert from a start/end time entry to a duration entry

    The ability to convert from a start/end time entry to a duration entry would offer convenient flexibility for the user. If you've entered start and end times, but then you want to resume timing from there, you should be able to simply toggle to tracking by duration. The duration would be calculated from the start and end times. You should be able to toggle back to start/end so long as the duration has not been modified. Once the duration is modified, start/end times no longer make sense, so the record is converted to a duration entry. If it's in duration mode, timing can be resumed from there.

    6) (suggestion) You can set a default task for time entries

    You should also be able to choose a default task name for time entries, so there are no extra steps required to track time unless you want to change the task name.

    Android App

    The Android app can only submit a timesheet entry, or stop a current timer. Starting a timer does not create an entry until you've stopped timing and submitted it. Thus you cannot start a timer on Android and finish it on the website. Although you can stop a currently running timer, you cannot resume a stopped timer from the Android app.

    Suggestions:

    7) Integrate Android app functionality more closely with desktop functionality. You can start a timer on Android, stop it on the website, and resume it on the Chrome extension

    Items #1-6 above should all work in the same way on the Android app, and operate via the same backend functionality so that there is a seamless transition between timing on the Android app and the website.

    Chrome Extension

    The Chrome extension matches the desktop features #1, #3, and #4. When you start a timer in the extension, it starts the timer on the website. These features integrate well.

    The ability to resume a timer (#2) is partially present, but only if you don't sneeze. If you stop a running timer, it can be resumed so long as you don't dismiss the extension popup, or navigate to another tab in the popup. As soon as any of these actions is taken, the extension forgets how to resume the timer. If the timer is resumed from website, it once again shows as a running timer in the extension.

    Suggestions:

    8) Fully implement #2, as it is on the website, so stopped timer can be resumed from within the extension
    9) Feature parity with website, eg. when #5 and #6 are implemented.

    iOS App

    I don't have an iOS device to test, so I can't compare it here. Others please feel free to submit a review of iOS app time tracking behavior in the comments. In general though, the principles it should follow are clear, and the same for all versions of the time tracker:

    • feature parity with the website
    • seamless transitions from one device to another

    Current time tracking features include logging time by duration or by start and end time, starting a timer to track duration, and stopping and resuming a timer. These things can all be done, to varying degrees and in different ways, on the website, in the Android and iOS apps, and via the "Zoho Invoice Timer" Chrome extension.

    The current time tracking options are poorly integrated with one another, and some are lacking basic features. Let's take the Website as a baseline, and discuss the others from there.

    Website

    1) Starting a timer on the website creates a new timesheet entry… more

    7 votes

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19. Deferred revenue

    Need for deferred revenue out of Zoho.

    4 votes

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20. Work Orders

    The ability to generate work orders from the estimate (without all administrative info) would be greatly beneficial.

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