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Zoho Invoice

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1147 results found

  1. A column with VAT in the adding bulk expenses window

    Hi Zoho,

    Could you please add the column VAT to the record bulk expense window, that would be great!

    Thanks!

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  2. Invoice items to time log

    Would be nice to use invoice items directly in time log. Just selecting the item, time, adding description and done. It may end up as new task finally or something but would make monthly billing and invoicing simpler to manage.

    13 votes
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    0 comments  ·  Projects  ·  Admin →
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  3. Setting email template per invoice

    Using invoices in multiple languages means client e-mails need to have different templates or some other reason. It can be set while sending invoices manually, but not possible to set different email template for the recurring invoices that is sent automatically?

    Simple drop down selection next to the invoice template selection would do just fine.

    14 votes
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    0 comments  ·  Recurring Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    Though it’s not possible to pick an email template for each recurring invoice, the below workaround can help you to some extent:

    Zoho Invoice offers you the option to associate PDF/email templates to your contacts so that all the invoices sent to those contacts will follow the associated template. You can refer this doc to know more about it:
    https://www.zoho.com/invoice/help/contacts/contact-actions.html#select-email-notification

    Regards,
    Reshma.

  4. Zoho Invoice integration with Moneris Payments system

    19 votes
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    1 comment  ·  Payment Gateways  ·  Admin →
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  5. Be able to delete a contact person from a recurring invoice

    Be able to delete a contact person from a recurring invoice

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Ron,

    If you wish to remove a particular contact person from receiving the emails of a recurring invoice profile, you can just edit the recurring invoice, remove his/her email address from the “Email To” section at the bottom and save the changes.

    Once this is done, that contact person alone will not receive emails of the invoices created from that profile thereafter.

    Hope this helps :)

    Regards,
    Reshma.

  6. Contact person needs to be separate for invoicing, estimates and client portals

    We deal with large companies and we contacts should not be able to see each other's invoices / estimates, etc. They should only see their own. They all belong to the same company, but they work in different departments.

    You should also be able to address email templates to the contact person and not the organisation.

    5 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  7. Sync email contacts with invoice.... Not sure why this does not already exist. Seems like a basic requirement to me.

    Email contacts should be able to sync with invoice.

    3 votes
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  8. Ability to create and print a Sales Receipt

    Under the sales options, in addition to invoice, estitmate, etc,
    An Option for Sales receipt should be added

    Must has different receipt numbering, and not not be base on the invoice number
    Option to print on small size mobile receipt printers
    Option to print on small format receipt size paper settings.
    Must have on own print template, and not using the Invoice Template

    Motivation:
    In my country (and others), there is a differnece between a receipt and invoice.
    Receipts are mainly used for Cash Sales, after the payment has been made.

    Invoices are mainly used to submit to a client,…

    47 votes
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    4 comments  ·  Invoices  ·  Admin →
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  9. Integration with JotForm

    Integration with JotForm

    7 votes
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    1 comment  ·  Integrations  ·  Admin →
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  10. Enable exchange rate feeds automatically for the mobile app zoho invoice

    Mobile app zoho invoice need automatic exchange rate feature, that is available on the Pc and IPad versions. Using all three devices, but every time I use the mobile app on the run, I have to spend a lot of time to correct the rate. Right now this user friendly feature is not avalable for phone users

    3 votes
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    1 comment  ·  Admin →
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  11. Integrate with ESP's

    Add integrations with ESP's like mailchimp, sendgrid, campaign monitor, mailwithus,... with support for transactional mailing to the extent to support a fine grained custom email template.

    Put the heavy lifting of formatting and sending the mails at the ESP instead of Zoho and thus offer far better emails capabilities than currently supported in zoho

    4 votes
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    0 comments  ·  Integrations  ·  Admin →
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  12. In "expenses / bulkadd", add a 'block option' to assign taxes for all of them

    In "expenses / bulkadd", add a 'block option' to assign taxes types/inclusion for all of the expenses added in bulk.

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  13. Customizable pop-up or a post-it note in invoice module.

    Customizable pop-up or a post-it note type entry that is attached to the accounts/invoices and a flag shows up in various views and reports to quickly zoom in ion specific invoices.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. Sort task alphabetically

    It would be really helpful to have the ability to sort tasks alphabetically. It would be much easier to find things.

    9 votes
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    2 comments  ·  Projects  ·  Admin →
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  15. step customer order

    Betweens Estimate and Invoice, the step Customer Order is need.
    You can have an order but do not create Invoice. It is a temporary step but important to have.

    3 votes
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    0 comments  ·  General  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, it’s not possible to create ‘customer orders’ as such. However, in Zoho Books, you would be able to convert estimates into ‘sales order’s, which can then be converted to invoices.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you further on this.

    Regards,
    Reshma

  16. from estimates we need another link to make a performa invoice so that we do not need to make it separately

    From estimates we need a link to make a performa invoice so that we dont need to make them separately and a link is not broken between estimates an invoicing stage

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.

    Regards,
    Reshma

  17. Simple non itemised invoice template for service providers

    For service providers who do not have itemised sales, a template with description and price columns only, but without items, quantity or rate columns would be much tidier.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Reports on shipping charges

    The option to run reports on shipping charges levied on invoices.

    3 votes
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    1 comment  ·  Reports  ·  Admin →
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  19. Classification of timesheet reports by tasks

    I'd like to group the details in the time sheet report by the name of the tasks, beside of user, date or project. It would help me to bring my clients the info they need about the time spent by project and task.

    11 votes
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    1 comment  ·  Reports  ·  Admin →
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  20. I want to send my income & expenditure to my accountant how can i do it

    Monthly returns that I can send to Accountant,

    So I want to send copies of invoices & copies of expensies

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    If you wish to send the details of your invoices and expenses, you can very well export them in the CSV or XLS format and send it to your accountant. You can refer this help document to know the steps to export your data.

    https://www.zoho.com/invoice/help/import-export/export.html

    While choosing to export the data, you can set a custom date range (“Current month” in your case) and export the invoices/expenses created in that range alone.

    You can also try generating the “Invoice details” report and “Expense details” report and export it if that would suit your needs better.

    For any queries on this, you can write to
    support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

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