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Zoho Invoice

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1147 results found

  1. PayUMoney / PayU Payment Gateway

    PayUMoney provides free gateway to merchants. Please integrate or provide hooks for generic gateway

    46 votes
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    2 comments  ·  Payments  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    While there is no direct integration between Zoho Invoice and PayUMoney yet, you can make use of the Razorpay integration, which supports payments through PayUMoney wallets.

    Yes ! Razorpay is an Indian payment gateway that supports payments through all the major debit and credit cards, UPI Payments, 50+ netbanking banks and popular wallets like PayUMoney.

    You can setup the integration using the steps mentioned here :

    https://www.zoho.com/in/invoice/help/integrations/online-payments.html#razorpay

    If you have any queries, you can reach out to us at support[at]zohoinvoice[dot]com

    Cheers,
    Reshma.

  2. Emails to be send with own Mail Servers

    What are the possibilities to have the SO, invoice and PO and other email to be send from from ZB via our own email servers (like Google Apps)?

    1 vote
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    2 comments  ·  General  ·  Admin →
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  3. Generate detailed report of income and expenditure per project

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  4. retainer balance remaining

    it would be good to see the amount of the retainer balance remaining by customer. In the retainer screen there is a "balance" section, but this shows the balance outstanding and uncollected. As a retainer is a pre-payment by a client, showing the balance due is irrelevant. A better field would be the total retainer remaining (i.e. total retainer paid minus any retainer payments applied).

    11 votes
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    2 comments  ·  Invoices  ·  Admin →
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  5. Ability to track customer activity

    We really need a report that can show which customers have not ordered since "x" date. This would help us identify which customers we need to reach out back out to in the hopes of securing another order and/or getting additional info to them. Please, please, please develop this!!!

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  6. Group Invoices

    Be able to send an invoice to several contacts at a time who purchased the same thing from you (eg. 4 music lessons in a month). Have it send out different invoice #'s.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  7. Provide option to add multiple merchant accounts from a payment gateway

    Some payment gateways require a separate merchant account for each currency we wish to accept. This would work perfect because in that case collected payments can be deposited into separate bank accounts. However, currently, Zoho Invoice doesn't support multiple merchant accounts from a single payment gateway.

    3 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  8. Opciones de seguimiento en presupuestos para cerrar ventas

    Los presupuestos deberían tener mas opciones de seguimiento, con el objetivo de ayuda a cerrar la venta.

    Por ejemplo, incluir:
    - Opción de enviar recordatorios a los clientes y que puedan dar feedback.
    - Opción para agendar una fecha y hora de seguimiento, y que esta se envíe en forma automática por correo al vendedor.

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  9. IMPUESTO RETENCION PERSONAS FISICAS

    SERIA NECESARIO AÑADIR EL IMPUESTO RETENCIONES DE LAS PERSONAS FISICAS, QUE EN ESPAÑA VARIA DESDE 7 % AL 21%,
    TAL COMO SE APLICA EN EL PROGRAMA EL IVA GENERAL E IVA REDUCIDO.
    EN EL CASO DE QUE ESTE CREADO, AGRADECERIA QUE ME INFORMARAN.
    MUCHAS GRACIAS

    1 vote
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    0 comments  ·  General  ·  Admin →
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  10. API invoices: output should contain a field 'project' if an invoice is related to a project.

    I query a list of all invoices through the API to process in different software. I need to see what projects the invoices are related to. This field is not present in the output.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  11. Through API list all invoices belonging to a certain project

    In the API I can pass parameters to search invoices by all sorts of fields; I need to search by project.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. project based on cost of many task

    in this moment there are the possibility to fix a budget based on a hour of staf ,or may other...
    My idea is based a project based on a some worker ; example:
    I renew a flat ,
    I've a cost of electrician,Hydraulic, windows,concrete wall,ecc..... ; I want fix my business on a percent of this work..

    Thks

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  13. Geofencing

    I currently parse my Google Timeline kml files and strip out what I need to confirm my timesheet entries.. However, some timeheet apps now support geofencing.

    (Android-centric here)

    Updating the terms of service on the Zoho invoice app to allow location sharing and using geofencing Zoho users could mark their Contact's GPS coordinates (multiple sites per Contact) in Zoho. Then, with geofencing, when a Zoho user goes onto a client site a time-entry could be started and an alert generated on the phone. Same process when leaving an area.

    I know I am missing quite a bit of detail on…

    1 vote
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    1 comment  ·  Integrations  ·  Admin →
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  14. Receive payments using PayPal Integral

    Specially need for France customers

    3 votes
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    3 comments  ·  Payment Gateways  ·  Admin →
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  15. Using all fields from Invoice in Payment-Thank you template

    When creating a Payment-Thank you template, it would be great to be able to use all the fields from Invoice, including custom fields, as placeholders. This would help us have more personal thank you notes with reference to the content of the Invoice.

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  16. ability to format a price list for customer review

    Ability to send to the customer a price list based on their particular pricing structure (i.e. wholesale, retails, discount, etc.) for the list of products available to them. Should be a simple fix to allow an export of the price list with pre formatted templates similar to how the invoice is done.

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  17. Drag and Drop sortable Timesheet tasks

    6 votes
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    0 comments  ·  Projects  ·  Admin →
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  18. Allow business days for Terms, not calendar days

    Currently the terms are set up to allow Net 15, 30, etc., but the overdue notices and email reminders are based on calendar days, not business days, yet all my clients operate on business days when processing invoices.

    I realize you can change the calendar days that "Net 15, 30 etc." stand for, but this workaround doesn't take into account federal non-working holidays, which also should not count toward the net days.

    So right now, when I get a reminder that an invoice is overdue, it's technically not because Net 30 is really 40 calendar days, or more if there's…

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. Change the order of the groups under Sales Transactions

    The new sales transaction layout is great but would it be possible to be able to change the order of the groups please. At the moment you have 'Invoice' then 'Invoice Payment' then 'Estimate' then 'Reccuring Invoice' etc..

    I would like to be able to 'drag and drop' or move the order to what I use most 'Invoice' then 'Reccuring Invoice' then 'Invoice Payment' then Estimate etc...

    1 vote
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    0 comments  ·  Admin →
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  20. Return Merchandise Authorization (RMA)

    Zoho Invoice should have an RMA in the templates section, alongside Estimates and Invoice.

    8 votes
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    0 comments  ·  General  ·  Admin →
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