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18 results found
Setting email template per invoice
Using invoices in multiple languages means client e-mails need to have different templates or some other reason. It can be set while sending invoices manually, but not possible to set different email template for the recurring invoices that is sent automatically?
Simple drop down selection next to the invoice template selection would do just fine.14 votes
Thank you for posting on our feedback forum.
Though it’s not possible to pick an email template for each recurring invoice, the below workaround can help you to some extent:
Zoho Invoice offers you the option to associate PDF/email templates to your contacts so that all the invoices sent to those contacts will follow the associated template. You can refer this doc to know more about it:
Option to choose recipients for Recurring invoice notification email
If the Recurring Invoice preference is set as 'Create invoice as drafts', an email would be sent automatically to the organization admin whenever an invoice is generated from the Recurring Invoice profile. It would be nice to add recipients to this email.10 votes
Customer level preference to send recurring invoice automatically
I would like to be able to select which customers are automatically sent new recurring invoices. Currently I think I can set all to DRAFT or all to OPEN. Is it possible to finely tune this feature?7 votes
We would like to inform that in Zoho Invoice, you can now set these preferences at recurring invoice level. Meaning, for each recurring invoice profile you create, you can choose whether it needs to be saved as draft/sent/charged and sent.
(Earlier, it can be set only as a global preference and cannot be altered for individual recurring invoice profiles).
You can try this out and share your feedback at support[at]zohoinvoice[dot]com
Generate Invoice PRIOR to Collecting Recurring Payment
Generate/Send Invoice 10 days PRIOR TO the due date so that clients do not receive an invoice and a payment receipt in the same 30 seconds.
This is done for every auto-pay bill I have in my personal life, I receive the invoice days before my card is swiped...
We are having to manually charge our customers cards to allow them to actually review and process their invoices.6 votes
Bulk update next invoice date
Currently, the only way to update the next invoice date for recurrent invoices is to export, update the start_invoice date and then re-import (in batches of 1000 - due to file import size restrictions).
It would be great if it were possible to select any number of recurrent invoices and then use 'bulk update' to change the next invoice date. This would save a huge amount of time and stress in export/importing to perform this function.6 votes
Unique email for recurring invoices
a function to send recurring invoice with a unique email content instead of a generic one.4 votes
Set previously issued invoice to a recurring invoice
Previously issued invoices cannot be "linked" to a recurring invoice profile.3 votes
Comments for Recurring Invoices
Ability to add comments to recurring invoice profiles to store details specific to that profile - why the subscription was stopped and so on.3 votes
Add a bi-monthly option for Recurring Invoices
Currently, the only options are Weekly, Twice a Week, Monthly, etc. There is no option for bi-monthly (e.g, the 15th a last day of the month).
You can set a Custom Repeat of every 15 days, but that doesn't work for months with 31 days.
Bi-monthly invoicing is very common, and Recurring Invoices aren't that useful without this option. Thank you.3 votes
Show number of billing cycles remaining in "Recurring Invoices" list view
It would be extremely useful to be able to see how many recurring invoices remain per customer; currently we have to open up each recurring invoice to see how many billing cycles are left—tedious and time-consuming.
It would also be amazing if there was a summary or report available of expected/future revenue from recurring invoices.3 votes
auto-charge on due date vs invoice date
auto-charge recurring invoices on due date vs invoice date. You can put an option in the auto-charge settings to either charge the customer on invoice date or due date date..
This would allow a recurring invoice to be sent out example the first of the month and paid net 30 for the end of the month. A feature that's simple and more of the right way to implement auto-charge. Waiting for this feature before jumping on ship with Zoho Invoice. Take care2 votes
Organize recurring invoices on mobile app by dates (next recurring invoice)
Currently on the mobile app the recurring invoices appear randomly, which is a bit difficult to track the upcoming month recurring invoices. Would be good to add a way to sort it by date.1 vote
Make the "Repeat Every" field defaulted or configurable
Right now the "Repeat Every" field is defaulted to Weekly on recurring invoices. I often overlook it and sometimes create a recurring invoice for a weekly timeframe, when I don't mean to. I would prefer to default this field to either blank (so I have to manually select it) or default it to something that would be more appropriate for what I use (Yearly)1 vote
Recurring automatic delivery and automatic charges
We have an oil business and busy families want automatic deliveries with automatic charges to their card and an automatic statement or monthly statement but not both
I think I would need notifications to remind me to send the driver out with the oil truck and a reminder to charge and send the statement.1 vote
run script or access URL on reccuring invoice overdue
run script or access URL on reccuring invoice overdue number of days set.
Can be used to call API to suspend unpaid service
and run script/URL on payment to resume service1 vote
Ability to associate all projects (current and future) in recurring invoice
When creating a recurring invoice for a client, you select associate projects that exist at the moment of creation. When you create a new project for that client there is no option to add it to the recurring invoice. And there isn't an option to select all projects current and future. This would help out a lot, so you don't have add a project to a recurring invoice each time it's created and risk forgetting and not invoicing your client properly.1 vote
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