Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1147 results found
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Recurring automatic delivery and automatic charges
We have an oil business and busy families want automatic deliveries with automatic charges to their card and an automatic statement or monthly statement but not both
I think I would need notifications to remind me to send the driver out with the oil truck and a reminder to charge and send the statement.1 vote -
It would be awesome if when creating an invoice from a timesheet we could group the tasks by date.
It would be awesome if when creating an invoice from a timesheet we could group tasks by date into a single line item. Currently we can group the same task time entries together into one line item on the invoice but not able to group several different tasks together by date as line item.
So for example if I track time to tasks 1, 2, 3, & 4 on a project for January 10th, I would like to be able to group all 4 tasks together as one line item on my invoice.
4 votes -
salesperson linked with particular contacts
hello
i would like to link salesperson with particular contacts, so that each time while billing it doesnt ask me to choose, while billing it automatically chooses the linked salespersonfor example
i have 3 salesperson A,B & C
and 12 contacts 1,2,3,4,5,6,7,8,9,10,11,12now in contacts i can add default salesperson
like A for contact 2,4,8,10
so whenever any invoice is created for say contact 2, then by default salesperson A is selectedthank you
1 vote -
4 votes
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Include on the mobile application for estimates and invoice photo of the work to be done automatically attached to the estimate/invoice.
The idea is when we are on the field doing and inspection and estimate of the work, have photos from the mobile or table integrated on the form (estimates and invoice). We know that you can attached photos but the idea is integrated in the form immediately.
3 votes -
Expense Reporting by Employee - i.e. A Reimbursement Statement
Feature: Add 'Employee' to expense, and be able to return a report of expenses for that employee
Reason:
In a company, a number of different employees are permitted to submit expenses.
A Manager A might claim for a flight, Office Staff B might claim for some printing paper.
At the end of the month, it is important to be able to identify which staff members submitted which expense claims.
A report (statement / reimbursement notice) should be printed for each staff member itemising and totalling his / her claims.
Current Situation: No function to do this simple but common process.
6 votesHi there,
Thank you for posting on our feedback forum.
If you wish to have detailed metrics on the expenses associated with each employee, you can make use of Zoho Expense, an exclusive expense reporting tool.
Using Zoho Expense, your employees can submit their expenses, get it approved/reimbursed. You can also run detailed reports on the user-wise expenses across the organization.
If you integrate Zoho Expense and Invoice, the approve expenses from Zoho Expense would be pushed into Zoho Invoice automatically.
If you have any further questions, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Make recent activity hyperlinked in Android App
When looking up a contact on the mobile app, the recent activity should hyperlink to the actual activity like it does in the desktop app.
For example. Look up: John Smith. Recent activity lists creating invoice #123 for $100 on May 9th. You should be able to click on this to go to that invoice in the mobile app.
3 votes -
Time entry should assume : when start/stop time entered, auto fill task when only one task on project.
When entering time it would be helpful if the system could auto add the colon when using start and stop time format. Let me enter 0900 instead of 9:00. Stupid yes, but it would save time. Also, if the system could automatically select the task when there is only one task listed on a project that would be a big help as well. Both would eliminate unnecessary typing and clicks.
6 votes -
Ability to have time for a project included on invoice but hidden from printed copy
When invoicing a project it would be a huge help to be able to flag some entries as to be billed at $0 and hidden on the invoice. This would save time vs having to go through all time entries and mark them as invoiced when this could have been addressed during invoicing by simply hiding the time entry on the invoice. Furthermore if the status of invoiced time entries could include the invoice number the entry was invoiced on similar to 'Invoiced on XXXX' instead of just 'Invoiced' it would help as well.
3 votes -
Net Cost Feature and profit calculator
while im making the invoice with details i need a button of net cost when you open that button it has to be like the invoice you created but without the rates of the invoice so you can add the net cost so in this case you have the invoice and the net cost ( net cost should not be shown to the customers at all it is internal issue )
so from the invoice amount and the net cost amount the company can easily know the net profit
the Estimate feature is not very useful i hope to have…1 vote -
Order confirmation option (created from estimate)
It would be nice to have option to create order confirmation document from estimate to be able to send it to the customer. (optionally a column can be adde i.e. expected delivery time for each item)
1 voteHi Tomaz,
Thank you for posting on our feedback forum.
In Zoho Invoice, once a client accepts an estimate, it can be converted only to invoices. However, in Zoho Books, you can create “sales orders”. So, estimates can be converted to sales orders, which can then be converted to invoices.
If you already have a Zoho Invoice organization, you can easily upgrade it to Books using the steps in this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlRegards,
Reshma. -
users - filter
Hi,
It would be a great enhancement to be able to filter on users. Active - Inactive, sales role, custom roles...
Hope you like this idea!
6 votes -
3 votes
Hi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, you would not be able to track inventory for your items. However, you can integrate it with Zoho Inventory and know the available stock for all your items.
From your Zoho Invoice account, you can click on Settings > Integrations > Zoho Apps > Zoho Inventory and link these apps.
If you have any further questions, feel free to reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Place PROJECTS on the left menu.
There should be a place to go directly to "PROJECTS" from the left menu area. Why do I have to got to "Timesheet" first? I want to set up my projects before entering time.
Being new to ZOHO, I found it extremely unintuitive to enter a project. Seems like one of the first things I wanted to do, but all of us had difficulty trying to figure out where to enter a new project.7 votes -
Integration with Adobe Creative Cloud suite
There are millions of designers, motion graphic designers, video editors, web developers, photographers, ... worldwide that use the Adobe Creative Cloud suite throughout the whole day. Paymo (a rival of Zoho Invoice) is the only program that has time tracking built right into Adobe CC. The time tracker shows up as a palet in the programs. This is really handy because you all time that you log inside the program is automatically synchronized with the Paymo program. I think there is a huge market for this. I for one would be really happy with this feature!
1 vote -
Entering budgeted task times in finer increments than hours. Want possibility to enter minutes
When I create budgeted hours (when creating tasks in a project), I would like to be able to enter hours AND MINUTES. I can only input in hours. Often I have smaller tasks that can be completed for example in 25 minutes. Then I would have to enter 1. Or, for example, "01:15" is not possible, I would have to enter "2".
1 vote -
Entering time for time tracking, budgeting, estimates or invoices all the same format
Entering time for for timetracking is done via the "00:00" format. That is great. Entering time for an invoice or estimate, or when budgeting a task is done via the decimal format. This is confusing. I would like to be able to enter always via "00:00", or at least get the chance to choose between them.
2 votes -
Be able to enter budget time for a task that is less than one hour
When I want to set budget time for tasks (when creating a project), the minimun amount of time is one hour. I often have tasks that are less that one hour. For example 20 minutes. I would like to be able to enter time less than one hour.
1 vote -
Fatturazione elettronica
Compatibilità con gli standard previsti dalla fatturazione elettronica in Italia che entreranno in vigore nel 2019
31 votes -
Adding option to upload custom Image to Custom fields
Hello Zoho Team,
Adding option to upload custom Image to Custom fields.
Upload image is required we collected images of our consumers /clients,/Service providers in our system.And want to show them ,how much we care about themselves.,so that they can also see their logo etc. while raising estimates,Invoices and Challans,which inturn gives a good impression and long lasting business.
Looking forward to initiate request at your earliest.
1 vote
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