Zoho Invoice
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1139 results found
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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.
1 vote -
Need a cash vs. accrual option
Need a cash vs. accrual option in reports
9 votes -
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 weeks4 votesHi 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. -
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.
1 vote -
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…
7 votes -
Deferred revenue
Need for deferred revenue out of Zoho.
4 votes -
Work Orders
The ability to generate work orders from the estimate (without all administrative info) would be greatly beneficial.
2 votes -
Cancel automated reminder if the invoice debt is under a certain value
If the client has partially paid an invoice, for example paid 99.9$ from 100$, I want that the automated reminders not to be sent. I want to set the value myself in Zoho (everything under 10$, don't send automated reminders).
1 vote -
Workflow limit
In Automation, currently the workflow limit for each module is 10. This can be increased.
5 votes -
Calculate tax from inclusive Amount - mobile app
Calculate tax from inclusive Amount - mobile app
4 votes -
CALCULO AUTOMATICA DE PRECIOS DE VENTAS
Seria bueno poder poner el precio de costo de un articulo y que el sistema automaticamente le carlulara algunas alternativas de precio de venta:
Ejemplo:
En mi empresa Vendemos Partes para computadora:
Si un Items me cuesta 100 dolares y en mi pais se paga 7% de impuesto, mi costo por unidad deria de 107 dolares.si mis opciones de ventas pueden variar en unos casos entre el 10, el 20 y el 30 %, seria posible calcular automaticamente mis precios de venta, dandome asi informacion mas real y exacta si tener que calcular mis precios manualmente al momento de…
1 vote -
Mail for Invoice cancelation
I can send the invoice via email but i cant send an email for invoice cancelation to notify the customer
1 vote -
Restrict user roles
Users, even though they cannot view customers or their information can access the "Create invoice" page. While they are unable to create an invoice they are able to view customer emails. If we are keeping information from customers and employees confidential this does not help. Would like users to not be able to contact customers whatsoever.
1 vote -
Deduct refund amounts so that Total Sales are accurate! (Perhaps refund from Invoices instead of having to generate a Credit Note?)
Currently when a refund is processed the refunded amount is NOT deducted from the client's total sales—perhaps because at the moment it can only be processed via a Credit Note—so the client overview gives incorrect information. I don't know whether it is also incorrectly reflected in overall sales, haven't had the time to confirm that yet.
This also wastes time (and is frustratingly redundant) when different users have to dig into invoices, credit notes etc. to see if a refund has in fact been processed.
3 votes -
7 votes
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Marking an invoice saved
When you create an invoice if you don't send it immediately it saves it as a draft. I would like to be able to save it and convert it to an open invoice without having to send it to the client or having to go back in and mark it sent when I never sent it just to change the status to open.
This option use to be there and when the software was updated it changed.2 votes -
Allow Boolean (AND/OR) searches, or searches within a subset
Searching by keywords is a useful way to cross-reference, check accuracy re: invoice and payment dates, etc.
I can't currently filter customers by a combination of keywords since the search function only returns the exact string I entered.
It would be great to be able to use AND and OR commands in a search, or to narrow down a search within a subset instead of having to search the entire database with a single search string and then rely on sorting the results to find what I'm looking for.
1 vote -
Chrome Extension Notes: ability to add notes after stopping timer
When using the Chrome extension to track time, the ability to add notes is only possible before you start the timer. You can also add a note after you stop a timer by going to the "Timesheet" tab and then editing your entry. However, this is cumbersome.
Adding notes prior to starting the timer is not ideal as you may not know ahead of time exactly what you are going to be working on, or how much of the task you will complete for the current time entry.
It would be more user-friendly if the user could add the notes…
7 votes -
please add quarterly/monthly to https://www.dropbox.com/s/sdw8tevzab6hu3e/Screenshot%202015-07-29%2011.50.20%282%29.png?dl=0
please add a quarterly/monthly option to https://www.dropbox.com/s/sdw8tevzab6hu3e/Screenshot%202015-07-29%2011.50.20%282%29.png?dl=0
1 vote -
2 votes
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