Zoho Invoice
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1092 results found
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Needed updates on app Invoice and Estimate view
When looking at the Invoice/ Estimate Please add these features.
- Click the address to get driving directions (this is in the customer view please add to the estimate and the Invoice View)
- be able to call the customer. (If you are looking at an estimate and want to call that client it is like 40 clicks, it is too difficult to call the customer about one invoice in particular.)
3 votes -
Bulk categorisation of uncategorised transactions
1) I set rules under Manage rules before importing statements.
2) All the rules were applied and properly categorised by applying the rules when I imported.
3) After a few months, I notice around 100 transactions were new for which ' Rule 'could not be set up as it was found after a few months of. the transactions were imported. I had linked my Bank for direct import.Here is the catch: Presently, I need to select each and every un-categorised transaction to categorise wasting precious manhour.
It would be appreciable to bulk categorise such un-categorised transaction of the same…
1 vote -
ability to print a service tag label, example xxx123 that ties up to a service.
ability to print a service tag label, example xxx123 that ties up to a service job.
1 vote -
Customer status should trigger a Workflow
Actually this should go under Automation category, but since there is no such, I enter it here.
So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
Customer status is Active.1 vote -
1 vote
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barclaycard
Integration with Barclaycard would be nice as they are one of the biggest providers in the UK.
3 votes -
Update your help pages!
You know what would be nice? Not spending an hour of my valuable time trying to figure out how to edit a frikkin' address field in an invoice! Your help sections are out of date or just not correct. I just lost an hour I can't get back! You gonna reimburse for that??
1 voteHi there,
We are sorry to hear that! We totally agree that the self-service guides should be intuitive and up-to-date. We ensure to work toward this asap.
We sincerely appreciate your taking the time in bringing it to us.
Regards,
Reshma -
Negative invoice
I had modified an invoice to give a credit to a customer, but their software would not allow them to change it on their work order. They require me to send them a SEPARATE NEGATIVE invoice.
This is very problematic for me.
Maybe there could be an option "check box" that allows you to create a negative invoice???
1 vote -
Custom exchange rate source (e.g. local official national bank rate) for automatic conversions
Custom exchange rate source (e.g. local official national bank rate) for automatic conversions
3 votes -
create bouton + and - to move article easy
When I add a new article, it s in the end. I use the mouse to postion correctly. but it's not realy easy.
1 vote -
1 vote
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make your subscription plans cheaper for SME, Paying 149 USD per month is not easy for a startup business
My title suggestion has said it all.
1 vote -
1 vote
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Choose send from multiple SMS numbers
We use Twilio, but have multiple SMS numbers geographically. It would be really helpful to be able to select which number to use for each customer, so that the messages are delivered in the same region as the customer.
3 votes -
ecomers
we need all types payment acceptance on worldwide platform
3 votes -
DEPOSIT DUE date and final due date on invoices
have the option to have two due dates on the invoice - due date for deposit ie today
and due date for remaining balance ie 2 weeks time.
very hard for my clients to know when to pay3 votes -
Automatically add expenses to recurring invoice
It would be great to be able to automatically add expenses to a recurring invoice for a given client, the same way a recurring invoice will automatically include Project Hours from a selected project.
3 votes -
Show Totals for Hours on Timesheet Filter Screen
It would be very helpful in the Timesheet detailed client view, to see the total hours displayed in the current graph showing. When you look at a client view under Timesheets/Project it shows the running totals of Logged, Billable, Billed, Unbilled. The graph has the ability to filter by This Week, This Month, etc. and shows the hours by graph. It would be VERY HELPFUL to see a numerical value of the total hours shown in the graph, so when us freelancers are tracking the total number of hours billed for that client for the week so not to go…
3 votes -
Show total Logged Amount and Billable Amount on Project Summary
I would really like to see totals for all clients/all projects on the Project Summary. It shows totals for Logged Hours but not Logged Amount.
It would be great to see this on the dashboard as well. I like to keep tabs on how much money I've earned throughout the month until I finally do invoices at the end of the month.
3 votes -
Customer Messaging in Portal
I am a psychotherapist and often have to share HIPAA material with clients. I know we did some kind of HIPAA compliance form when I first signed on with Zoho.
It would be great to be able to message with clients within the portal. They could be emailed a notification of new messages.
Attachments would be big plus.
Thanks!
3 votes
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