Zoho Invoice
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1137 results found
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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 -
Job description on email invoice
I always send invoices and estimates to my inbox for final review before sending to clients. There is no indication of the address of work done on invoice. other then the number, it would be good to have a field at top of email with full job description for myself and multiple mail outs to same client to make accounting easier and faster. I do work for real estate agencies, who multiple task many jobs at once, at present there is no indication on email which job is which. re Tim
1 voteHi Tim,
Thank you for posting on our feedback forum.
We believe “custom fields” can help you with this requirement. Apart from the default fields that the system offers (like invoice date, number etc.,), you can create additional fields, which can be filled while creating the invoice and even displayed in the invoice PDF.
To create a custom field, please navigate to Settings > Preferences > Invoices > Custom fields + New custom field.
In case you’ve tried this out but it doesn’t meet your requirement, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
[BUG] Font in Bank Details can not be set to same size as Customer Notes (despite size picker)
Text in Bank Details cannot be made the same size as Customer Notes. I tried this on the Standard European Style Template and choosing 10px in Bank Details was smaller and 13px was larger than the text in Customer Notes.
Please update the font size menu in Templates > Edit > Footer > Add your bank details. Please add the sizes 11px and 12px.
3 votes -
Project invoiceing date
For my projects, they often start 6 months to a year in advance of completion, and have multiple updates during that period. The projects always have a hard end date, so would there be a possibility of adding an "invoice by" date, and setting a reminder for these projects?
1 vote -
Set due date when converting estimate to invoice
My company is a service based business, so when I send an estimate to a customer, I have a custom date field for a reservation date. For example, The customer is requesting my services for an event at some date in the future. If the customer accepts the estimate, it converts to an invoice but the due date is set to On Receipt. Only the Retainer invoice is due on acceptance, the balance invoice should be set to a date relative to the event, like -5 days.
3 votes -
Scan Receipts directly to Zoho Invoice module
Rather than scanning, saving then uploading a receipt, it would be great to simply scan the receipt directly into the Invoice module.
1 vote -
Total Cost for Projects in Timesheet report
Add a column to the task group on the timesheet report for a project so that users can get a total cost of the project.
1 vote -
Add variables for the first and last date from the logged work records
When you create a new invoice from the logged work on a project, you can choose between some variables to use as item name and description. The range variable only shows the last date, it would be nice to have a real range, showing the data from the first record and the last one.
1 vote -
Comments in weekly time log
All views for entering time allow comments except the weekly time view. For our business, this is the best view. It would be great to allow comments in this view.
6 votes -
Field Permissions
Would like the ability to configure permissions per user role for each individual field of an invoices and contacts so that certain users cannot modify or enter data into certain fields. Also to hide fields from roles.
1 vote -
1 vote
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