Zoho Invoice
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91 results found
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Track commissions
I would like to know how I can track commissions for my sales reps.
For example:
A customer orders $1000 from Sales Rep A at 10% commission rate. We invoice the customer. 30days later the Customer pays their bill, we pull up a report Sales Rep commissions revenue based. So the report shows us 100 commission payable.
Example B
A customer orders 50000 from Sales Rep B at 5% commission rate. We invoice the customer. the customer never pays their bill ( they declare bankruptcy ) If we were to pull up the Sale Rep commission revenue based report we…41 votes -
Customer Statement Customization
Please, please enable customization of customer statement fields. I don't know why everything else is customizable except this extremely important document. You have clients all over the world, don't get why there's no option to customize it to your own language.
36 votesHi,
The wait is over! Yes, Zoho Invoice now lets you customize your customer statement and make it appear personalized.
You can choose a background color and theme, insert your company logo, add header and footer content and whatnot!
To check this out, switch to Settings > Templates, where you would be able to find “Customer Statement” option in the second left pane.
The Standard template available under this section can be customized and saved so that all future customer statements would be sent using those preferences.
Happy invoicing!
Cheers,
Reshma. -
Total Hours to appear in Timesheet view
Total Hours to appear in Timesheet view. Total is shown of the current view (ie. Changes when "View By" is changed). Would like this to appear on the Iphone and Android apps as well so that users can easily see how much time has been entered for a given day, if multiple jobs have been entered
31 votes -
Conditional Logic
Making fields appear on invoice based on conditional logic
18 votes -
Banking Tab - Balance of bank accounts
Zoho Invoice is an invoicing software, but I don't see why this one should not have a Banking tab to manage bank transactions, and balances of account. It would be nice to connect this whit Payments received and Expenses, so we can track those more efficiently.
What do you think?
Kindest regards
13 votesHi there,
Hope you are doing great !
In Zoho Invoice, it is not possible to integrate your bank account; Sorry about that.
However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.
If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.
Regards,
Reshma -
13 votes
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Coupon Codes/Tips Field
It would be nice if my recurring clients could have the option to enter a coupon code or tip amount into their estimates/invoices which could change the total amount due. This feature would be a great way for many service based businesses to offer perks to loyal clients.
My clients currently fill out an request quote form on my website (not zoo forms because its very limiting) which allows a coupon code but I have to enter it manually into zoho invoice. This also means that my recurring clients have to re-submit the form each time they want to use…
13 votes -
Job Management
Job Management.
The ability to manage your daily jobs, book them in and assign to your customers. Then convert them to invoices when complete. Or add expenses to each job to manage equipment, materials etc.11 votes -
Add RTL languages (Hebrew,Arabic) and CSS customization and translation tools
Add possibility to translate all strings and in such way get additional languages by community. Also add a tool to customize CSS to adjust to RTL languages while translating.
Add direction (rtl-ltr) button to all editors10 votes -
Remove restriction on Organization Logo size
Please consider lifting the restriction on the organization logo size to be 240px x 240px. My organization's logo is text-based so the width is far greater than the height (380px x 70px). This change would also permit the logo to be a more appropriate size/ratio in all the email templates as it currently looks almost illegible. Thank you. :-)
9 votes -
Return Merchandise Authorization (RMA)
Zoho Invoice should have an RMA in the templates section, alongside Estimates and Invoice.
8 votes -
Two factor authentication - please support the Authy app
Zoho needs to support more than Google Authenticator and their own authenticator app for secure login. Please add support for Authy.
8 votes -
Option of multiple addresses
We have multiple offices under one company and finance team. An option to have multiple company address so as to quote and invoice from the relevant office would be great.
7 votesHi Hollie,
We are glad to let you know that we have released the feature of adding multiple addresses for contacts :)
Check out this help document to know how this works :
https://www.zoho.com/invoice/help/contacts/contact-actions.html#addresses-contactsIf you have any queries, write back to support[at]zohoinvoice[dot]com amd we would be glad to assist you.
Cheers,
Reshma. -
Recall start time
When logging time, it would be useful if the timer recalled the start time. I sometimes forget to stop the timer and will come back the next day to find it ticking away. I usually remember when I stopped working so I could just input the stop time. As it is currently, I have to guess a total time since the system does not retain the start time.
7 votes -
Page number format "should" be in this format # of # e.g. (1 of 2 - 2 of 2)
Dears,
to protect businesses the number of pages should be not as it is already like. 1 - 2 - 3 - 4 ....
it should be 1 of 2 - 2 of 2
where the estimate of invoice shows the actual number of pages for the estimates and invoices.6 votes -
Sync between multiple companies
I have 2 companies that sales products to the same clients (but due to regulatory restrictions it is easier to have to separated companies when you come to this than having one that sells the 2 kind of products... go figure !). Is there a way to have a synchronised client list between those 2 companies ?
6 votes -
Time entry should assume : when start/stop time entered, auto fill task when only one task on project.
When entering time it would be helpful if the system could auto add the colon when using start and stop time format. Let me enter 0900 instead of 9:00. Stupid yes, but it would save time. Also, if the system could automatically select the task when there is only one task listed on a project that would be a big help as well. Both would eliminate unnecessary typing and clicks.
6 votes -
Email future service reminders from Zoho invoice
Be able to add a field option to sent invoices for future service reminders, follow up customer for either 6 or 12 month reminder options via email direct from zoho invoice
6 votes -
Comments in weekly time log
All views for entering time allow comments except the weekly time view. For our business, this is the best view. It would be great to allow comments in this view.
6 votes -
Add support for schema email markup
Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.
Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg
Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.
More info here: https://developers.google.com/gmail/markup/
6 votes
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