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346 results found
There should be an option for taxable shipping charges in the invoice
there should be an option for taxable shipping charges in the invoice19 votes
Automatically Invoice Unbilled Timesheets on a Recurring Basis
Please add the ability to automate creating invoices from unbilled time every week, two weeks, monthly, etc.17 votes
We are so glad to inform that we have provided the option of creating recurring invoices to projects in Zoho Invoice.
Based on the set frequency, the system would automatically look for unbilled hours of the project and create invoices automatically.
To make use of this, you can switch to the Timesheet tab, select a particular project and proceed with New transaction > Create Recurring Invoice.
If you have any clarifications, you can drop an email to support[at]zohoinvoice[dot]com.
Please implement deposits
I understand we can use the retainer system. But that is a pain because you have to essentially create two invoices, link them up, etc. etc. It's also confusing for clients. A better solution would be to have a field that is similar to adjustments where you can enter in a percent and once they pay it, the invoice will be marked as partially paid. When work is complete, you just send the invoice again and they can pay the remainder. One workaround is to allow partial payments and add a custom field that shows the deposit amount, but then clients have to enter that amount in by hand, which also gets a little pushback. I suppose another option would be to edit the invoice after they've paid it, or just invoice for the deposit and then clone the invoice to invoice again, but that's really doubling the work, same as using retainer invoices is.
Anyway, as it is now, it's extremely clunky to use if you request deposits.
I understand we can use the retainer system. But that is a pain because you have to essentially create two invoices, link them up, etc. etc. It's also confusing for clients. A better solution would be to have a field that is similar to adjustments where you can enter in a percent and once they pay it, the invoice will be marked as partially paid. When work is complete, you just send the invoice again and they can pay the remainder. One workaround is to allow partial payments and add a custom field that shows the deposit amount, but then…16 votes
Change Default Sorting
Please make an option to change the default sorting of expenses/invoices.
I would like to have my expenses sorted by date by default. Right now I have to change the sorting every time I visit the page, as we often get invoices that date back some time at the end of the month. For lookup – however – I need them in the order of the actual invoice date.
It is especially annoying, that when I click on the date label to change the sorting it first sorts them in ascending order showing me my invoices that are years old...15 votes
Ability to link an existing invoice to a project
Should provide the feature where an already created Invoice can be linked to a project just like how an expense can be associated to a project.15 votes
Having the ability to archive an invoice when it no longer needs to be addressed
Having the ability to archive an invoice when it no longer needs to be addressed, not showing up on the list. In the year 2015 do not want to see invoice from 201413 votes
EU B2B reverse charge tax
For EU B2B invoices there need an option, to have no tax included and also have the reverse charge tax included in different languages13 votes
Improve online payment logos
I use PayPal and Stripe as online payment options (thanks for that capability!). The icon that appears in the invoice pdf shows PayPal just fine, but then a black vaguely credit-card looking thing for Stripe. It would be nice to have a better icon for Stripe that shows the cards accepted and distinguishes it as a separate option from PayPal (since PayPal also often indicates it can accept credit cards by using their logos).
Second, it would be great to use the same icons in the invoice notification email, instead of a hyperlink.
Thanks for your consideration!13 votes
Multiple Currencies feature for same client.
Need to add a feature where in one could raises invoices with multiple currencies for the same client.13 votes
In Zoho Invoice, it’s not possible to raise transactions in multiple currencies for the same contact. As a workaround, you can clone the contact, change the currency alone and save it as a new contact. You can refer this link to know how to clone a contact in Zoho Invoice.
Add bulk edit option to “Mark as Non-Billable"
In the timesheet section, it would be nice to have the option to “mark as non-billable” as a bulk edit. The current bulk edit options include:
- Mark as invoiced
- Mark as Unbilled
I would like you to add a button to “Mark as Non-Billable” here: https://www.screencast.com/t/JggsPFfxB Currently, you have to open each time entry and uncheck the box manually, which is time consuming and annoying.13 votes
Add outstanding balance to new invoices
Please add a calculated or manual field on the invoice template that enables us to send new invoices containing the outstanding balance from prior transactions. I think that any serious invoicing software should have this feature. It's a must. It helps us collect the debts.12 votes
We'd like the ability to create and send an electronic invoice, for instance in XML format instead of a PDF.12 votes
Series de Facturas
Poder ter varias series de Facturas e escolher por cada cliente a serie a usar. em cada serie podia usar um layout e logo diferente. Por exemplo o meu negocio vende coisas diferentes posso usar uma marca do que vendo numa serie de faturas e outro logo e imagem noutra serie de faturas12 votes
Track Start and End Time Automatically When Using Timer For Billable Hours
Currently when you track your time and you use the timer, the system doesn't track the exact time that you pressed 'Start Timer' and the exact time when you clicked 'Stop Timer'. This is a very easy fix to make.
Many states require exact start time and stop time when billing hours. Instead of requiring us to manually type in start and end time, your Timer function should automatically log when we click start and stop and record that time in the Excel report. This is a very simple fix, and would make tracking time much easier.12 votes
retainer balance remaining
it would be good to see the amount of the retainer balance remaining by customer. In the retainer screen there is a "balance" section, but this shows the balance outstanding and uncollected. As a retainer is a pre-payment by a client, showing the balance due is irrelevant. A better field would be the total retainer remaining (i.e. total retainer paid minus any retainer payments applied).11 votes
Paypal business payments to show up as pending
Paypal business payments should show up as payment pending on client dashboard to avoid confusion. Also, the ability to make a payment on the same invoice twice is a big issue.11 votes
Reset auto generation of invoice numbers on starting of every year
Provides an option to reset the prefix and number for invoice on every new year or send a reminder mail to change the invoice number settings.11 votes
Overtime,Double-time and Straight-time
Sometimes I work a 14 hour straight shift. Have a way to check a box for straight thru time. You need a few more choices in the invoice section. But you input (start time / end time) or (choice) amount of hours worked. Popup happens "Do you wish to bill OT and DT" (Yes / No). "Yes" (calculate OT after how many hours (option 8,9,10, 11, 12 . . .)? at option ((Rate)1.5, (choices))? Calculate DT at (you would think * 2 but you never know add choices to better serve)? at option (12,13,14 ...hours))? Then Zoho takes that info calculates the OT & DT(from the hourly we set) at the way we just specified it to, same as excel. Then Zoho adds 2 more lines with the description field auto Overtime for description of (line item referring ). And Double-time for description of (line item referring) with the option to change if we wish.
When this is set. Make way to add logo permanently plus Digital Signature. Save as a template to use with other clients.
Add this and I am sold for life.
Sometimes I work a 14 hour straight shift. Have a way to check a box for straight thru time. You need a few more choices in the invoice section. But you input (start time / end time) or (choice) amount of hours worked. Popup happens "Do you wish to bill OT and DT" (Yes / No). "Yes" (calculate OT after how many hours (option 8,9,10, 11, 12 . . .)? at option ((Rate)1.5, (choices))? Calculate DT at (you would think * 2 but you never know add choices to better serve)? at option (12,13,14 ...hours))? Then Zoho takes that info…11 votes
Automatic commission calculation on invoices based on individual products %
Total commission calculation on each invoice should be automatic based on a predefined commission % of each product (since products could have different margins).
In another instance, commissions could be different based on salesman or quota.10 votes
Social media icons on invoices/quotes Template
Social Media Icons on ALL templates (Invoices, Quotes, etc) with links integration! PLEASE!!!
And more freedom within the template text editing... How to make the titles of my templates bold?10 votes
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