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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1137 results found
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Display NET REVENUE on dashboard
Have the dashboard also display NET REVENUE (Sales-Expenses). Or maybe a way the user can modify the graph and info displayed on the dashboard.
3 votes -
Customer work order - for service techniciens - Which may or not include prices
Customer work order - for service technicians - which may or not include prices, this is left with the customer representative following a service call
This work order is later converted to an invoice
1 vote -
make a customizable remit area.
I have a remit stub on the bottom of my invoice. I include a #9 window envelope with my invoices but because the address to my customer is on the right side I have to purchase a more expensive envelope. I would like to have the choice of layout to put the customer address on the left side instead.
1 vote -
Add a Payment Schedule to invoices
I'm offering my customers payment plans on their purchases for 3, 6, 9 and 12 months. I would like to be able to create a single invoice with their total amount, and then a payment schedule so they can pay their invoice monthly for a specific amount (amount depends on their payment plan terms). This way they can keep track of their remaining balance and have the option to pay more at any time to pay their balance off early. I don't want to use recurring invoices because this would not be the best way to manage their purchase. The…
3 votes -
auto update of manually set date fields within invoices
Our services are performed over a monthly period of time that remains that same from month to month, yet the invoices must show the service period. We have set a From/To set of dates for invoices. Is there anyway to be able to either auto-update or bulk update on these fields?
1 vote -
have an option to convert and invoice back an estimate if needed
have an option to convert and invoice back an estimate if needed
8 votes -
Display applied Price list name/discount on the invoice
Currently, when using price lists to discount products for particular customers, they have no way of knowing/confirming/appreciating the gesture.
Please add an option to display the applied price list name/discount on the invoice so that the customer sees the fact that he received the discount.
Many thanks.
3 votes -
Round up percentages in time to get paid report
The "Time to get paid" report always ends up with tons of really long fractions that are unnecessary. Could you please round the numbers up to the nearest full percentage?
3 votes -
Cloning estimates/invoices
Currently, cloning estimates only clones the line items and cost associations while the location/billing remains the same or is auto-completed to the clients first address.
As a subcontractor, I am sometimes bidding to up to 25 different General Contractors all competing for the SAME project.
-I would like the "Clone" feature to clone everything identically (including the project address) except for:
a) the estimate number
b) the client info
c) the dateThis will expedite the process and eliminate errors when submitting to many clients on the same job.
1 vote -
1 vote
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pro forma
would be great to have an option to create Pro forma invoice and after Final invoice for the same order
1 vote -
Enable customization of every tabular display of data.
Everyone's business needs are a bit different. It would really help if I could customize any tabular display of data by adding/deleting columns, changing their order, and maybe even applying filters. This feature would be available in every Invoice feature that displays data and not restricted to the "reports" feature. I have no desire to create custom reports from scratch. I realize I can do that with analytics. I just want to be able to make slight adjustments to existing data presentations.
1 vote -
Associate 'Potential' to a Company/Account with a different name
We only sell through 3rd parties (resellers) to whom we send Estimates and Invoices. However, the Potential/Deal (in CRM) is associated with the end customer as we need that information.
Currently when you assign a Potential in an Estimate it only searches for Potentials/Deals with the same Company/Account Name.
Would it be possible to either wildcard the search, or map to a specified account to search for a Potential ?
6 votes -
Europe: link specific client to specific national TAXrates and Invoice Template
In Europe a company can act with several national Tax numbers in the different EU countries: French tax number for France, Dutch taxnumber for Netherlands, etx;
Due to the different tax regulations in the different EU countries it would be useful to link specific clients to specific taxrate and to a specific invoice template. For ex. french client linked to french Taxrates and to the invoice template for french clients3 votes -
0 votes
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Integrate incoming email with zoho books, which contain invoice. So that direct integration of purchase bills with incimg mails become possi
If the incoming mail from the vendor contains invoice or purchase order, then we can direct extract the PO and invoice from the mail and get the record updated in the purchase bills section
1 vote -
uk tax year start 6th April rather then 1th April
UK needs UK tax year start 6th rather then 1st April other wise this report function is not much good unless you go to custom view each time. I requested this before and was told it was being sorted but not been changed as yet
1 vote -
Allow option to associate projects to customers rather than timesheet
Allow Projects to be associated under customers to collect information about projects that are not related to time sheets data. For the type of projects we work on a customer can have one or more projects that may start at different times. We need to track the general information about the project, including the description, name, start dates end dates, milestones, deliverable and deliverable dates, and dates when payments are scheduled. Would also be nice if these payment dates could be linked to the recurring invoicing which are scheduled as recurring payments at those specified dates rather than monthly or…
1 vote -
Add appendix to estimate and create one pdf
I often have additional notes and conditions that i'd like to share on a per proposal base. I don't like always that they are in seperate attachments. I'd like to see the following enhancement of the solution:
Adding attachments to an estimate and merging them to one PDF when client views estimate.
Providing this option to do this on a per estimate base would further enhance the solution.
3 votes -
Tracking Refunds With Their Invoices
I need to be able to see refund status when looking at the paid invoice. Even if it only says if it has been refunded or partially refunded, I'd get so much usefulness out of that, and for that information to be included in exports of invoices.
3 votes
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