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Zoho Invoice

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7 results found

  1. It would be helpful if pictures and documents could be added to the client portal (under projects).

    It would be helpful if pictures and documents could be added to the client portal (under projects).

    12 votes
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    1 comment  ·  Client Portal  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    You can easily add attachments to a project and have it displayed in the client portal too.

    1. In the Timesheet tab, if you select a particular project, you would be able to view the “Attach” option on the right.
    2. After adding an attachment, you can choose the “Enable” option right below the attachment name so that it would be visible to your client from within the portal.

    Happy invoicing!

    Cheers,
    Reshma.

  2. Client Portal Password Criteria listed up front

    It would be very helpful if the criteria for the client portal password (capital letter, no dictionary words, special characters, etc.) was listed on the page when they are setting their password. Right now, it only tell them when they didn't do it correctly instead of telling them ahead of time so they can do it correctly from the beginning.

    7 votes
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    Completed  ·  1 comment  ·  Client Portal  ·  Admin →

  3. Default Country Option for Payments

    Many of our customers have mentioned that it is confusing for them to choose the correct country when making a payment via credit card. For example, rather than "U.S.A.," they might type, "united states," etc. Since the vast majority of our customers reside in the United States, could we have (united states) as a default country?

    4 votes
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    0 comments  ·  Client Portal  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thanks for sharing your feedback. While trying to make online payment, in the list of countries that show up, the US would now be shown as “United States”, which would make it easier.

    If you have any questions, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  4. Please Remove the White Timesheet Navigation Column

    Please remove the white timesheet navigation column and make "Projects" and "All Timesheet" as a dropdown in the left side menu. This column is useless and takes up too much screen real estate for smaller screens

    2 votes
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    Completed  ·  1 comment  ·  Client Portal  ·  Admin →

  5. can possible for software video demo for new user

    can possible video demo for new user

    2 votes
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    0 comments  ·  Client Portal  ·  Admin →

  6. ETRE EN LECTURE SEULE

    LORSQUE JE TRAVAILLE SOUS zoho invoices SUR UN AUTRE ORDIANTEUR JE SUIS EN LECTURE SEULE.Je ne peux pas modifier ou créer une aute facture. Pourquoi ?

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →

  7. 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 vote
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    0 comments  ·  Client Portal  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi 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

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