Zoho Invoice
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1134 results found
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Merge duplicate expenses
Merge duplicate expenses into a single expense
2 votes -
Split Expense
Option to split the expense amount between staff or days
0 votes -
Revenue by staff report
Possibility of creating a 'Revenue by staff' report to indicate staff contribution and expenses incurred to decide their salary.
17 votes -
User restriction feature.
Zoho invoice could add an extra feature which does not allow a user to create an invoice unless an estimate is being created by another user/users to even a particular user.
1 vote -
2 votes
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Organization Hierarchy Chart for Zoho CRM
An important part of any sales process is to ensure you’re speaking with the right person in an organization when working on an opportunity. However, when there are multiple contacts for each account, keeping track and reaching out to them seems to be an uphill battle- For which account should I contact whom? Who manages each department? And who reports to them?
The right person with the highest decision-making power is vital for closing the deal and shortening the sales cycle. Instead of sending emails or interrupting others to ask for this information, the sales teams can view the information…
1 vote -
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
0 votes -
0 votes
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0 votes
Hi there,
In Zoho Invoice, you can print the statement of up to 100 customers in one go. To try this out, please refer this link:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#bulk-customer-statements
Hope this helps.
Regards,
Reshma. -
0 votes
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0 votes
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Option to create recurring invoices from an estimate or the option to view the recurring invoices in the 'Invoices' module.
Option to create recurring invoices from an estimate or an option to view the recurring invoices created for a particular invoice in the 'Invoices' module.
0 votes -
0 votes
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0 votes
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