Zoho Invoice
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130 results found
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Create invoce from selected time log entries only
When billing a customer I might want to skip some specific log entries for this invoice. In the timesheet of a project, I want to select some of the log entries and bill them separately.
1 voteHi there,
We are happy to let you know that in Zoho Invoice, you can now select specific time entries of a project and create invoice for those entries alone (by selecting them using the checkbox and choosing ‘Create invoice’).
Also, we have extended this such that you can select multiple time entries that belong to various projects of the same client and create an invoice.
You can try this out and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Redirect Client Back to Portal
Currently when a client makes a payment, they get directed to a page that just has a Payment Successful message. But there's no way to get back to their portal from there. Could that redirect instead go back to the portal with the Success message within the portal "wrapper"? Or at the very least could there be a link at the bottom of the success notice that says something like "Return to Your Portal"?
1 voteHi there,
Thanks for the great suggestion.
We’ve updated this in our app a while back but somehow this post was missed. Sorry!
In the client portal, after a successful payment, a success message will appear along with the payment transaction ID, and in the background, the transaction for which the payment was made will appear. This way, your clients can note down the transaction ID and then immediately notice that the invoice status has been updated to paid (or) partially paid.
If you have any other suggestions, feel free to share it with our team at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Insert line items in between existing items
When I enter line items in the invoice, I try to do it chronologically. Sometimes a forgotten item needs to be added between two items. Can we have a feature where we can add items between two existing items?
For example, if I have billed for 3rd Sept and then 5th Sept, but forgot to add another item for 4th Sept, currently I have to delete 5th Sept, then add 4th Sept and then add 5th Sept again.I know I can change the line details and dates, but would be better to insert an item between two existing ones.
1 voteHi there,
Zoho Invoice allows you to reorder the items in a transaction with a simple drag and drop action.
If you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
Cheers,
Reshma -
THE CANCEL BUTTON!!
PLEASE MOVE THE CANCEL BUTTON AWAY FROM THE SAVE AND SEND!!!!! catching this by accident after typing is sooo annoying, having to type out again......maybe move it to the right hand side and colour it slightly red?!? thankyou...
1 voteHi there,
Thank you for taking the time to raise these concerns.
We completely agree that it would be very much helpful (and time-saving) if you are asked for a confirmation (whether you wish to really navigate from the page) when you hit the ‘Cancel’ button in the invoice creation page.
You can try this once and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
add item(s) to invoice
When you look up items or are in the items list, a check box or a way to add an item or multiple items to an invoice.
1 voteHi there,
In Zoho Invoice, you can now select multiple items while creating invoices. You can do this using the “Add items in bulk” option just below the item table.
You can try this and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Create a paylink
Be able to create a pay link that the customer can send money and it goes to their account. We do many raffles for non-profit and instead of sending hundreds of invoices for this they could just use the link.
1 voteHi there,
Thank you for posting on our feedback forum.
A couple months back, we rolled out ‘payment links’
in Zoho Invoice that can address your requirement. You can send out a link (without having to raise an invoice) using which they can make the payment. Kindly refer to our help guide here:https://www.zoho.com/invoice/help/payment-links/
That said, since you mentioned that you’re a non-profit and you’re looking to manage donations, we believe Zoho Checkout would be even more suitable for your needs.
Feel free to reach out to support[at]zohocheckout[dot]com so that we can understand your requirements better and discuss further.
Regards,
Reshma -
Sales report per salesman on ipad
we get sales report per salesman on my android phone and internet, but not on ipad.
1 voteHi Tony,
Thanks for posting on our feedback forum.
We’re happy to inform that the “Sales by salesperson” report has been made available in the iPhone and iPad apps of Zoho Invoice too. You can check them out and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Invoice Amount In Words with Currency Symbol
Currently the templates for invoices, only prefix the currency symbols with the amount in words for USD and base currency (INR in my case).
It would be helpful to add for currencies like GBP and EUR to the amount in words.
1 vote -
Weekly Time Log
It would be a great feature to have an overview of all your projects in the Weekly Time Log. So as a user your existing projects are already prefilled.
0 votes -
0 votes
Hello everyone,
We are happy to let you know that you can send the list of unpaid invoices to your customers. You can have a look at this help document to know more about this feature:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
(Refer the section ‘Send list of unpaid Invoices’)
If you have further queries, you can reach out to us anytime.
Regards,
Reshma.
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