Zoho Invoice
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1140 results found
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Allow TimeSheets to be created without a project, just a customer
I'd like the ability to create a timesheet for a customer and not have it associated with a project. I do retainer billing for my customers and that retainer encompasses multiple projects. I end up having to create a project that's named the same as the customer and place all my timesheet items in there. There needs to be a way to just create a timesheet item and attach it to a customer and not to a particular project.
4 votes -
4 votes
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Unique email for recurring invoices
a function to send recurring invoice with a unique email content instead of a generic one.
4 votes -
Foreign currency convesrion should be include in the invoice
We need to put exchange conversion rate in INR in all our foreign currency invoices.
4 votes -
Custom Text field for Discount type below discount tab.
There should be the field of discount type below discount percentage to give people details about what discounts they opted for.
4 votes -
ability to update project invoice with new timers if they have been added
After an invoice has been created for a project, if a new timer has been added to this project, it would be great if I was able to update my invoice with this new timer entry from my timesheet without having to delete my current invoice just to add this new entry
4 votes -
Using all fields from Invoice in Payment-Thank you template
When creating a Payment-Thank you template, it would be great to be able to use all the fields from Invoice, including custom fields, as placeholders. This would help us have more personal thank you notes with reference to the content of the Invoice.
4 votes -
Ability to toggle "Notes" and "Terms & Conditions" fields on/off
As a freelancer, it's very rare that I need "Notes" and "Terms & Conditions" fields – especially those that apply to every single client. I'd like the simple ability to toggle them on and off in all the invoice templates.
4 votes -
Add a sales code to invoice number
Be Able to Add a sales code and then allocate that to the whole invoice e.g
Invoice 200 = Software
Invoice 201 - Hardware
Invoice 202 - Consultancyand then have sales report by the sales invoice code.
4 votes -
Project Timesheet - Retain "View By" selections on Item Edit
While reviewing a Project, I consistently go to the Timesheet to either create or edit items. Everytime I create or Edit, the filter I had in place, is reset to the default load values.
Would it be possible to retain the filter values for the "View By" Filter under the Timesheet?
Steps to reproduce:
1. Login to ZOHO and goto "Timesheet"
2. Select a Project to review
3. Click the Timesheet Tab, next to Overview
4. For the "View By" filters, select a value no auto-selected.
5. Click an Item in the resulting view
6. Either make an edit or…4 votes -
Contact Image
I'd like to be able to upload an image for my contacts. Whether it be an individuals photo, a business logo, or something else. This gives me a visual way of quickly finding a contact.
If this is not possible it would be nice to have the icon next to a contact change to a company icon (warehouse, office building, etc.) if the contact has been set up as a company.
4 votes -
Invoices custom view
When creating a custom view for invoices, for "invoice state" criteria, the "unpaid" state is missing.
4 votes -
Increase number of shipping addresses to unlimited ?
Need shipping address limit increased to unlimited if possible. I invoice a single client for upwards of 200 locations. Thank you for your consideration.
4 votes -
need an option to add items and prices applicable for particular contacts
in B2B, not every customer has same prices for any SKU. In this case, we should have the option to add items and prices applicable for particular contacts / customers
4 votes -
time entry report detailed
- Be able view see time entries on weekly bases, with additional filter to drill down by project, task or employee
- Be able to see the description of the time entry (currently its just a pop up when you hover over it.). This can be use used to send time report to client as email for their review and approval.
4 votes -
Recurring Expenses Notification
Make Expenses Recurring notification via email or text
4 votes -
To show the mileage value as the quantity on the invoice as well as the mileage rate charged
The Mileage expense works well. However, instead of showing the mileage quantity as "1" on the invoice and the rate as the total, it should be able to show the miles traveled as the Quantity and the Rate used such as 0.535. Some clients require these details.
4 votes -
W9
A W9 form that can be kept on file with our invoices for clients that request W9 with an invoice
4 votes -
Payment Received Reports
We need to know payment received versus due date report
4 votes -
In Norway we have an increasing demand for socalled "EHF" invoices to state and municipalities. When will you implement this feature?
In Norway we have an increasing demand for socalled "EHF" invoices to state and municipalities. When will you implement this feature?
4 votes
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