Zoho Invoice
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1139 results found
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3 votes
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Include invoice attachments when printing or exporting PDF
I really like how PDFs for expenses are included in exports and printing.
However, I often need to attach additional documentation to an invoice that is not directly tied to an expense. I notice that these attachments are not exported or printed. It would be a great improvement to include invoice attachments in the export process.
3 votes -
Auto-complete Item Details
In the item field, show an auto-complete with recent items.
This would allow us to click on that item, instead of typing everything again.PayPal does this.
3 votes -
Auto select of sales person through from logged in sales person
In invoice there should be a feature to take logged user as sales person. Option can be given in settings to relate sales person with user
3 votes -
Linking logged sales person/Users with warehouses
Provision to configure Salesperson/User with warehouse so that if that sales person do invoice inventory should be deducted from respective warehouse and while making invoice warehouse field should be editable for only those users where default warehouse is not defined
3 votes -
Export filtered results
I need the ability to filter invoices and sales based on things like "date range", Status" and export just those those results.
Currently, If I want just a week of invoices to import into my accounting system, I have to export 2 years worth of invoices.
And unfortunately the report does provide me with all the info I want.
3 votes -
Proxima Nova as a font option
Template Properties
It would be nice if this was an option for PDF font. It is already partially shown on the online version of the Invoice but not in the template settings.3 votes -
Add inventory to Estimates
When building an Estimate, it would be helpful to be able to view the amount on hand, that way the salesperson knows how much of an item they can offer
3 votes -
Add Lite Note on Dashboard
I'm glad if there is LITE NOTE feature on Dashboard for Administrator use for any important notes or remark
3 votes -
subtasks
as you have in ZOHO project, You are able to make subtasks.
With invoices this is not possible.
So you could invoices the subtasks but you can log you hours for later references and new projects.
For example.
This is for project A for Client 1
Prestudy is something i would like to invoice to my client.
In the pre-study phase, I have to do some tasks like getting base info, talking with stakeholders, setting up meetings, making meeting reports.
All the tasks I don't won't to place on the invoices, just pre-study the rest of the info is for…3 votes -
Allow tasks to have duplicate names
Currently we cannot create a new task in a project with the name of an existing one.
But usually, when we are re-discussing a project with client, arrive a moment when we are reviewing a task rate.
So we have :
"Task 1" - Rate 100$ in 2016.
Then after rediscussion we will -
- deactivate "Task 1"
- create a new "Task 1 - Rate 2017" - Rate 110$But basically for the client, this is the same task / item. Only the price has changed.
As that name (might) appear on the invoice, this is not very client…3 votes -
Custom fields in the bulk expense form
I created a custom field called "Supplier", works pretty good but it would be great to be able to fill the form directly in the bulk form. Or at least letting the user which field they'd like to fill in the bulk entry area.
3 votes -
Set previously issued invoice to a recurring invoice
Previously issued invoices cannot be "linked" to a recurring invoice profile.
3 votes -
Bulk import old invoices
There is an import option regarding expenses, but these expenses do not have the corresponding invoices attached to them. These invoices you have to add one by one. It would be good to be able to bulk import old expenses the way you import receipts. That way when you start with zoho invoices but already have previous years of expenses, you have your whole administration in the same location.
3 votes -
I want an invoice that has been paid, to turn into a Receipt
You know how you can turn an estimate into an invoice. Maybe you can make a module for Receipts, which converts an invoice into a Receipt.
In the Recurring Invoices you can set it up so it will Create, Charge and Send Invoice, when in fact it should Create, Charge and Send Receipt. The definition on Receipt is: An acknowledgment (usually tangible) that payment has been made. So maybe you have the following modules / pages in the left menu: Estimates, Invoices, Receipts and so on.
The difference between a Receipt and a Payments Received is that the Payments Received…
3 votes -
We need to be able to send invoices out in batches according to specific items, example all transportation invoices, all hotel invoices etc.
For example:
Send reminder notices only to all hotel invoices3 votes -
Be able to sort items by Qty on hand
Need to be able to sort items by "STOCK ON HAND" - for some reason all other columns are sort-able but Stock on hand.
3 votes -
Multiple SKU per Item.
I would like to have multiple SKU's be attached to the same item. This dovetails into having custom fields be item specific rather than applicable to all items. This would allow for me to create Item A, Item A is available in three colors, each color having an individual SKU. This would save on having to create three distinct items. Further it would allow for pricing variation between retail and wholesale without having to create new SKU's for the same product.
3 votes -
Create expense automatically for certain tasks
I have different tasks with different rates depending on whether the work is done remotely or on-site. It would be great if I could tie a mileage expense to the task when I am on-site. It would be the same mileage expense every time and for every time I use that specific task on that date, I need to drive to that client. This would be great because it all but remove all the hassle it is to keep track and record my mileage. I would think other users would like the ability to the an expense to a specific…
3 votes -
Integrate with SagePay
I use SagePay to send invoices currently. The client clicks on a PAY NOW button for the merchant gateway.
I have to double up on Zoho invoice to keep track in my CRM.I would like to integrate SagePay with Zoho Invoices so clients can pay directly from the Zoho invoice.
3 votes
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