Zoho Invoice
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1139 results found
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EXPORT INVOICE option
Hello can we have an export invoice option as .csv or excel.
Currently only export is in ,pdf ie_ "Export as PDF"Ideal would be to select an invoice by the check boxes, under the "More" dropdown would be a selection to Export as .CVS" maybe right under "Export as PDF".
3 votes -
Work and sign with certificates
We need the capability to sign invoices with authorized digital certificates in order to give digitally sent invoices legal credibility. This is requested by law in some countries.
1 vote -
1 vote
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Add Item Header to include a Clone Option
I would love it if you could clone an Item Header - the same way that you are able to clone an item - on the right hand side.
1 vote -
Update Zoho CRM Integration: Trigger Points
Zoho CRM Trigger Points (Invoice)
Currently only one option: "Create/Void an Invoice when a Deal is won/lost respectively"
Would like to break that down into two options. In my case, would like to void the invoice, when the Deal is lost, but not create when deal is won.
1 vote -
Have the time entry box refresh date on opening...
I leave this tab open all the time. I will enter timesheet data and it always adds the date that the page was first opened, not the date that I'm entering the hours worked. I assume the JS variable is being populated on page load, however, if you leave the page open, they all get that date.
For example, I do work for a client Monday the 28th, and I open Zoho and enter the time. Tuesday the 29th when I go to enter time for work done that day, it puts the date as the 28th.
It should refresh…
3 votes -
Format the email to match the style of the invoices.
Format the email to match the style of the invoices. Or allow us to edit fonts, colors etc.
3 votes -
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
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