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Zoho Invoice

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6 results found

  1. Daily Report Scheduling

    Add the ability to schedule "Daily" reports. Currently the shortest frequency is weekly report scheduling.

    27 votes
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    0 comments  ·  Reports  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We are glad to inform that you can now set up daily scheduling for reports. This option is currently supported in the Standard and Professional plans of Zoho Invoice.

    You can try this out and share your feedback directly to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  2. Sales report by Custom Fields

    I use Custom Fields on my invoices to organise them by client type, sub-client (if my customer is an Agency, they are buying for a specific sub-client), etc.

    It wold be great to have a report based on Custom Fields, at least the ones i use as a drop down data entry.

    12 votes
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    0 comments  ·  Reports  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Zoho Invoice allows you to show/hide custom fields in both ‘Sales by customer’ and ‘Sales by item’ reports. You can also set filters based on contextually relevant custom fields.

    You can give it a spin and share your feedback with us at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  3. Show items sold per customer in reports over a certain period

    Right now when generating sales reports by items it shows all items and can only drill down into individual items sold per customer.

    It would be useful to see ALL items sold per customer over any given period, as this provides a snapshot of what customers are buying.

    11 votes
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    1 comment  ·  Reports  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    In Zoho Invoice, once you generate the “Sales by item” report, you can now choose the “Customize report” option and use the advanced filters to find the items sold for a particular customer.

    You can give this a try and if you have any questions, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  4. Option to display "Start & End Time" as part of the Timesheet Report

    • I need to view (at a glance) this information for control or adjustment.
    • I have to communicate those data to the client (PDF).
    5 votes
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    4 comments  ·  Reports  ·  Admin →

  5. Reports by 'Payment Type' - Cash, Credit, Cheque etc.

    I would like to run reports based on how my customers are paying. This would allow me to balance the books based on how much is entering my account via credit, cheque and cash.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We’re happy to inform that in Zoho Invoice, you can view the list of payments received, categorized based on the payment mode.

    To try this, please try generating the “Payments Received” report and then choose “Customize Report”. You’ll now have the option to group the payments based on the payment type.

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

    Regards,
    Reshma

  6. Sales report per salesman on ipad

    we get sales report per salesman on my android phone and internet, but not on ipad.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi 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

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