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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40 results found
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Customer work order - for service techniciens - Which may or not include prices
Customer work order - for service technicians - which may or not include prices, this is left with the customer representative following a service call
This work order is later converted to an invoice
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 -
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 -
ability to print a service tag label, example xxx123 that ties up to a service.
ability to print a service tag label, example xxx123 that ties up to a service job.
1 vote -
Customer status should trigger a Workflow
Actually this should go under Automation category, but since there is no such, I enter it here.
So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
Customer status is Active.1 vote -
create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?
create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?
1 vote -
Differentiating feature for contacts with the same name
Please add a permanent date of birth (or other unique) field that differentiates contacts with the same name and also appears whenever that contact is selected.
1 vote -
Have the ability to put customers in groups Eg:Inactive,days of the week
I would like to categorise my customers to make it easier for invoicing as our customers are regularly invoiced according to a day of the week and
also put our inactive customers in a separate category to reduce the contact list for invoicing1 vote -
1 vote
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Auto-populate "State" field for contacts
Be able to set a default state for all clients or have a drop down box for states that you can set up which states you want included in it. It makes entering new clients faster.
1 vote -
Unlimited number of contact persons
It should be possible to create unlimited number of contact persons. We can now create only 20. That's not good for big corporations.
1 vote -
salesperson linked with particular contacts
hello
i would like to link salesperson with particular contacts, so that each time while billing it doesnt ask me to choose, while billing it automatically chooses the linked salespersonfor example
i have 3 salesperson A,B & C
and 12 contacts 1,2,3,4,5,6,7,8,9,10,11,12now in contacts i can add default salesperson
like A for contact 2,4,8,10
so whenever any invoice is created for say contact 2, then by default salesperson A is selectedthank you
1 vote -
Adding option to upload custom Image to Custom fields
Hello Zoho Team,
Adding option to upload custom Image to Custom fields.
Upload image is required we collected images of our consumers /clients,/Service providers in our system.And want to show them ,how much we care about themselves.,so that they can also see their logo etc. while raising estimates,Invoices and Challans,which inturn gives a good impression and long lasting business.
Looking forward to initiate request at your earliest.
1 vote -
Independent Project Portals for each Client.
We would like to have multiple projects under one client with independent project portal access. At this time you have to list each project as a client for independent portal access. This makes for messy project organization. The natural hierarchy is Client / Project, there needs to be a choice if you want the client to see the portal for a project, or the project to see the portal or both. Thank you.
1 vote -
BCC to Zoho so sent emails log with clients (like Nutshell does)
I would love to be able to BCC Zoho on email so the email I send gets logged with my client entry in Zoho. Nutshell does that already.
1 vote -
Project list in client overview screen
We'd love to have quick access to a list of all projects from one client. Now we have to drill down into Contact > Sales and scroll all the way to the bottom for a project list. Could that just become a tab next to Sales/Mails/etc
1 vote -
Print sticker of basic customer details, Invoice number etc
Feature for printing sticker with basic customer details, invoice number, custom fields of invoice etc
1 vote -
Customise contacts view
When I look at the Contacts view, it's important for me to know which country the person is in. I've worked around the problem by putting the country in the Work Phone field, but it would be nice to be able to customise what information is shown in the overall summary (and sort on country).
1 vote -
Group Invoices
Be able to send an invoice to several contacts at a time who purchased the same thing from you (eg. 4 music lessons in a month). Have it send out different invoice #'s.
1 vote -
0 votes
Hi there,
In Zoho Invoice, you can print the statement of up to 100 customers in one go. To try this out, please refer this link:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#bulk-customer-statements
Hope this helps.
Regards,
Reshma.
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