Zoho Invoice
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1092 results found
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Create SO (and PO) from Estimate
After Estimates are accepted by customer we want to convert into SAles order and follow the Sales order process. Ealier we saw Convert to SO option. But now its removed. Convert SO option is required. Automatic conversion to SO if Accepted is also required.
1 vote -
Needed updates on app Invoice and Estimate view
When looking at the Invoice/ Estimate Please add these features.
- Click the address to get driving directions (this is in the customer view please add to the estimate and the Invoice View)
- be able to call the customer. (If you are looking at an estimate and want to call that client it is like 40 clicks, it is too difficult to call the customer about one invoice in particular.)
3 votes -
Show expenses in client portal
Please allow to show billed expenses in client portal (with expense account))
6 votes -
Bulk categorisation of uncategorised transactions
1) I set rules under Manage rules before importing statements.
2) All the rules were applied and properly categorised by applying the rules when I imported.
3) After a few months, I notice around 100 transactions were new for which ' Rule 'could not be set up as it was found after a few months of. the transactions were imported. I had linked my Bank for direct import.Here is the catch: Presently, I need to select each and every un-categorised transaction to categorise wasting precious manhour.
It would be appreciable to bulk categorise such un-categorised transaction of the same…
1 vote -
Detail view in timesheets
Give us a detailed view for timesheets where we can see the notes
4 votes -
ability to print a service tag label, example xxx123 that ties up to a service.
ability to print a service tag label, example xxx123 that ties up to a service job.
1 vote -
Customer status should trigger a Workflow
Actually this should go under Automation category, but since there is no such, I enter it here.
So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
Customer status is Active.1 vote -
packing list
hello
i have started using the zoho invoice, in the packing lit option, it generates a single page packing list,
my concern is we have items in thousands, our invoice is made of like 100s of items, all items can not be packed in same box, so we have to pack to products in multiple boxes,
at the present i am preparing packing list in excel but i need to get this feature in zoho invoice.
also there should be an option for net weight, gross weight, dimensions of the boxes2 votes -
1 vote
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split due dates for example , my payment terms are 50% on due date or on a specific date and the rest are after 70 days
how can i split the due date?
if my payment terms are:
50% on due date
and 50% after 60 days
is it possible?15 votes -
barclaycard
Integration with Barclaycard would be nice as they are one of the biggest providers in the UK.
3 votes -
Update your help pages!
You know what would be nice? Not spending an hour of my valuable time trying to figure out how to edit a frikkin' address field in an invoice! Your help sections are out of date or just not correct. I just lost an hour I can't get back! You gonna reimburse for that??
1 voteHi there,
We are sorry to hear that! We totally agree that the self-service guides should be intuitive and up-to-date. We ensure to work toward this asap.
We sincerely appreciate your taking the time in bringing it to us.
Regards,
Reshma -
I need a purchase receptions section and Inventory for purchase orders
Wen you produce some custom things its so difficult to create an item for every single custom product you sell, especially when you produce clothes with a lot of variants, thats why I need to follow the items that I buy with this section and fallow it in a Purchase Inventory .
That could make the difference between other softwares.3 votes -
Add phone and mobile number to available options in email templates
Add phone and mobile number to available options in email templates.
Please add customer mobile phone number and phone number as available options in the "insert placeholder" for email templates.
3 votes -
Negative invoice
I had modified an invoice to give a credit to a customer, but their software would not allow them to change it on their work order. They require me to send them a SEPARATE NEGATIVE invoice.
This is very problematic for me.
Maybe there could be an option "check box" that allows you to create a negative invoice???
1 vote -
Custom exchange rate source (e.g. local official national bank rate) for automatic conversions
Custom exchange rate source (e.g. local official national bank rate) for automatic conversions
3 votes -
Text formatting (like bold, underline, colour etc) in Description field under each item
Allow text formatting in Description field on Estimates & Invoices. Full rich text formatting should be availabe like font bold, underline or insert tables within description, select text colour etc
6 votes -
create bouton + and - to move article easy
When I add a new article, it s in the end. I use the mouse to postion correctly. but it's not realy easy.
1 vote -
1 vote
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need change
we are new to Zoho. We have a typical issue. we support SEZ zone company. we are supposed to raise the estimate without adding tax to them to get a purchase order. the company internally avoids passing tax components to them and we invoice the same with tax while submitting the final invoice during delivery. we need a solution immediately to use the product. where if we do zero percent we get line item gst as 0%, it misinterprets the case. kindly provide an alternative solution.
2 votes
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