Zoho Invoice
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1137 results found
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Allow entry of Expenses by User not project.
We would like our Staff to be able to enter their expenses alongside their timesheets. However any profile we set up, not only shows details of the individuals expenses but also anyone else associated with the same project they are working on. Therefore we cannot use this potentially cost saving feature.
We would like a feature where we can set up a profile where we can allow a user to be associated to a project to enter their timesheet and expenses for the project but only be able to see reporting information on the information that user has entered.14 votes -
Restrict list of customers for a given profile
When in Zoho Invoice/ Reports for any profile, press Customise Report:
then drop down to view Customer Name
A user can see the name of all customers not just the ones they are/or have been assigned to. This is not great for providing access to time sheet functionality to Contractors who you might not want to be able to see full customer list.
1 vote -
Zoho Invoices iOS Attachment Support
Zoho Invoices's iOS app only supports iCloud integration. I will like to see Zoho Invoices integrate with Dropbox and Google Drive. Also, it will be great if a storage area can be added where some of the common files can be stored which are accessible while sending invoices from both the mobile app and online portal.
3 votes -
Time Log
Is there a way to email or to print the time log
1 vote -
Client Portal Ordering
Allow customers to log in to the Client Portal to place an order (basically create their own invoice). This would send a notification of the order request that could be accepted by the company and then fulfilled.
As an example, I use Zoho Invoice for my consumer products company to sell wholesale to retailers & distributors. It would be great if they could use the portal to make reorders of the items they are selling through.
99 votes -
ability to add specific pay dates and amount.
ability to add specific pay date request and amount, which we can display per the invoice
2 votes -
15 votes
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Exportar Gatos como PDF
Poder exportar los gastos como un comprobante de egreso en pdf.
1 vote -
Order or Purchase Order
Sometimes the expenses needed to be approved prior the settle or payment. Creating Purchase Order with approved signature will be very convenient. Then the Purchase Order can directly be sent to the suppliers. Additional options such as credit terms the supplier provides will also be helpful.
33 votesHello everyone,
Since Zoho Invoice focuses primarily on the invoicing (sales) cycle of your business, the vendor management part would not be possible in Zoho Invoice.
However, we have Zoho Books for that. It’s an accounting tool and a superset of Zoho Invoice. If you upgrade your Zoho Invoice organization to Books, all your data will be transferred over to Books. Here are the steps to upgrade -
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIn Zoho Books, you can create bills and purchase orders easily and send it for approval. The approval flow is currently in the early access stage. You can reach out to support[at]zohobooks[dot]com so that we can enable it for you.
Regards,
Reshma. -
Optional Items in Estimates, Allowing customer to select item he needs
An estimate with multiple variety items can be submitted to customers. The customer must be able to select the items he needs( allowing the customer to select items and quantity) and accept the estimate.
103 votes -
Payment schedule
Be able to set amounts and dates for multiple payments on an invoice such as $250.00 Due now, $150 Due 11/20, $150 Due 12/20, Etc
27 votes -
"Payment - thank you" template should include a copy of the invoice the payment was applied on
payment thank you template should include a copy of the invoice the payment was applied on
6 votes -
billing fax
In zoho invoice Exports,
Hi, Would you please add an additional data in exports from Zoho Invoices:
Client Phone number and Cell Phone from Zoho CRM.Why ? Because in order to ship the client , we share his phone number with the shipping company.
Thanks,
3 votes -
Payment option based on currency
I would like to automatically associate payment options (e.g. paypal or braintree) with a contact's "currency" chosen. I.e if contact has USD currency, all invoices created have paypay as default payment option. If contact is in AUD currency, defaults to Braintree
8 votes -
Retainer invoice connected to a project - restrict application of payments to that project only
Zoho allows you to create a retainer invoice connected to a particular project. However, Zoho allows payments collected on such an invoice to be (mistakenly) applied to other projects.
Zoho should restrict application of a retainer invoice payment to invoices for the project connected with the retainer invoice.
3 votes -
Integration of Zoho with Payumoney for ecommerce portals who want other currency options other than those already provided.
Please provide integration of Zoho with Payumoney for ecommerce portals who want other currency options other than those already provided.
6 votes -
Different prefix lettering for different customers in recurring invoices.
There is currently no option to set prefix letters for a particular customer in recurring invoices with the number of the invoice changing as they are created as recurring invoices. I have 37 customers who I would like to have a different prefix for.
1 vote -
Club expenses in a folder after completion of a tax year
Archive expenses into a folder after every tax year.
0 votes -
54 votes
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Integration with CurrencyFair
Option to make payments via CurrencyFair
4 votes
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