Zoho Invoice
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69 results found
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1 vote -
Voice dictation of sale orders
This shd 5x the productivity of any business. Having voice dictation to fill sales orders or invoices. Like dictating 5 units of Milk 200ml shd auto fill the respective items in sale orders. Thanks
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 -
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 -
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 -
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 -
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 -
have an option to convert and invoice back an estimate if needed
have an option to convert and invoice back an estimate if needed
8 votes -
Cloning estimates/invoices
Currently, cloning estimates only clones the line items and cost associations while the location/billing remains the same or is auto-completed to the clients first address.
As a subcontractor, I am sometimes bidding to up to 25 different General Contractors all competing for the SAME project.
-I would like the "Clone" feature to clone everything identically (including the project address) except for:
a) the estimate number
b) the client info
c) the dateThis will expedite the process and eliminate errors when submitting to many clients on the same job.
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 -
Default Items on Estimates/Invoice
I charge people the same specific items on every invoice. Could there be an option to check so I don't have to click the same 4-5 items for every customer (~65 people a year)
1 vote -
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 -
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 -
Create Retainer Invoice From Estimate: Mark As Invoiced
When manually creating a Retainer Invoice from an Estimate it does not change the "status" from Accepted to Invoiced. This is rather inconvenient as even though a Retainer Invoice has been created, it does not show as Invoiced.
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
8 votes -
Choice of email template when a customer accepts an estimate and is automatically sent an invoice
When a customer accepts an estimate they are sent the standard invoice email template. It would be good to have a choice for this template.
1 vote -
Deposit options on estimates & invoice
THE RETAINER INVOICE IS NOT AN OPTION FOR THIS
So please dont reply with that.
We need the estimates to show a deposit or downpayment option.And the adjacent invoice needs to have the same option.
Sage has this option, why can the ZOHO system not do this?9 votes -
Convert Multiple Delivery Challans to Estimate
We deliver goods using Delivery Challans and fortnightly send an Estimate to our buyer with the description of Delivery Challans and when the buyer confirms that the estimate is ok then we convert that estimate to Invoice. There should be an option of converting multiple delivery challans to estimate with the description of delivery challans.
1 vote -
Create custom status on estimates / invoices
Possibility to add custum status on estimates / invoices
4 votes
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