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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1147 results found
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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 -
allow a different email address to be used for the reminders.
allow a different email address to be used for the reminders.
1 vote -
After Invoicing occurs I need to reschedule my clients for 1,2,3 & 5 year reoccurring intervals, This needs to be shown on a calendar
Currently I use Zoho to Invoice but I cant seem to find anyway to schedule the next appointment with reoccurring clients which in my case is in 1,2,3 or 5 year intervals.
If there was a simple way for me to click a box during invoicing that was attached to a calendar where I can select 1,2,3 or 5 years that would help me greatly planning my business moving forward...1 vote -
añadir la opción de pedidos y la de albaranes y que se pueda convertir de pedido a albaran y de albaran a factura
Seria de mucha ayuda si se añadiese la opción de crear pedidos y albaranes. También convertir un pedido en albarán y un albarán poderlo facturar de manera fácil.
1 vote -
allow adding VAT to project hours for recurring invoices
While it is possible to add taxes to items in recurring invoices, I cannot seem to find a setting to add taxes (VAT) to associated project hours.
For now I let Zoho create the recurring invoice, remove the project hours, then add them back with the right tax. It would be nice if this was possible automatically.
Thanks for the consideration!
1 vote -
be able to disable the automatic pay in full of invoices
when entering a payment, the full amount is automatically allocated to invoices, but not necessarily the ones that are actually being paid. It would be nice to be able to turn this feature off rather than having to delete the allocated amounts, then enter them again manually
1 vote -
Develop an option to create Cash Invoice
Please develop an option to create Cash Invoices, without evening entering the customer name.
3 votes -
Put new task on top when logging time
99% of the time, I'm posting a new task when I log my time. I'd like the new task pulldown to display before any existing tasks. Right now, new task is at the bottom of the list.
1 vote -
Bonjour, est-il possible de faire une extraction du fichier client global ? j'aimerai récupérer tous les e-mails de mes clients facturés et
Permettre de faire une extraction du fichier client global.
Pouvoir récupérer tous les e-mails des clients facturés et/ou à qui on envoie un devis, à afin de leur envoyer un e-mail.1 vote -
Sub total each expense category on the PDF version of the expense report
It would very helpful to see a meals total, travel total, & a hotel total as well as the report total when looking at the PDF version
1 vote -
Custom Timesheet reports & Add filter view to customer portal
Report
It would be very helpful to add search/filter fields to the Timesheet report. I need the notes section. I do not need Staff, logged hours, billable hours. I just need task list, dates and notes.Viewable
All Timesheet view I would like to be able to view & hide columns. i do not want hours, billable, user, time, but I need notes. This view would be extreamly helpful in the Client portal as well as view only. The CRM allows for this filtering. It would be great to be able to add this to Invoice as well.Custom Field…
1 vote
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