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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347 results found
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Second Page of invoice has no Header information or indication of belonging
When printing a copy of an Invoice which has a second page , I've noticed the second page has no header or reference of any kind, just a page wtih left over info from first page override .
2 votesHi there,
Thank you so much for posting on our feedback forum.
We would like to propose a workaround for your requirement: You can disable the organization logo and address in the template settings and add those details in the ‘Header’ section of the template so that it’s displayed on all pages of the invoice PDF.
If you need any assistance on this, feel free to reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Marking an invoice saved
When you create an invoice if you don't send it immediately it saves it as a draft. I would like to be able to save it and convert it to an open invoice without having to send it to the client or having to go back in and mark it sent when I never sent it just to change the status to open.
This option use to be there and when the software was updated it changed.2 votes -
ability to add specific pay dates and amount.
ability to add specific pay date request and amount, which we can display per the invoice
2 votes -
Auto Suggest (taken from your previous Tasks) you can easily edit when logging time into timesheets.
Before i used Zoho I had used 'Paymo'. They had a very useful feature that Zoho does not.
Whenever you type a 'New Task' as a timesheet entry it would be really good if an auto suggest kicked in. Auto suggest would pull from text from your own previous task entries. This saves you retyping project names and descriptions multiple times and allows you to reuse and easily edit previous task text instead.
Auto suggest Example of previous typed task:
"FILTER Wrapper Design PDF 1"Select it and easily edit the 1 to a 2 and submit
"FILTER Wrapper Design…2 votes -
Add Invoice Balance Field on Payment Receipt Template
Display if there is outstanding balance on an invoice or is simply 0 on a Payment Receipt PDF. This field is missing from the settings. Not sure if it's a bug or a feature. All other invoice fields are there.
2 votes -
To be able to look at the attachments that were emailed including the invoice and other documents from the activity history log
Currently a user can email an invoice and during the process there is a button to add other documents. Then the user can send this email which includes the invoice and any other documents selected. I would like to be able to from the activity history log that is just above the invoice, to be able to click on a link that will let me look at exactly what what sent. All documents.
2 votes -
calendar
Using Timesheets, user can view all projects as calendar view.
Using the project view, there is no calendar view.
Please add the same ability under the project/timesheet view.
Thank you.
2 votes -
Pay Now: skip extra step if there's only one payment method
When clients click Pay Now
Zoho shows an extra step:
Select your payment method to proceedIf there's only one payment method, just skip that please.
2 votes -
Invoice number suffix
In some countries invoice number is strictly defined by laws. I.e., invoice number is the first number, followed by some other numbers. For instance, invoice #34 could be 34-1-2, where 34 is invoice number, 1 is sales person identification, and 2 defines location.
It would be nice, if we can't define sales person and location IDs, if it could at least be possible to define suffix for invoices.
2 votes -
Draft should only get invoice # when sent
To avoid gaps in active invoice #, we should only associate an invoice # when the draft is sent or mark as sent.
Some of our invoices are created as drafts to keep track of our different incoming invoices for the same project. We send them at different milestones of the project. So, during the time that we work on a project, and it can take months, we can send many other invoices. This is where the gaps between invoice numbers is created.
So, drafts should have their own numbering (i.e : DRAFT-01) and get their invoice number when sent.
…
2 votes -
Modify the order of fields in Invoice
Currently only the order of custom Item fields can be modified, but the default fields like "Quantity", "Rate" etc remain where they are. Can we please have the feature to completely customize and modify the order of fields in the invoices?
2 votes -
Ability to add a Withholding tax % field in invoices
As a contractor in New Zealand I often have to invoice and add a field for a percentage withholding tax. This amount is deducted from my invoice total. GST is applied to the invoice total including this amount.
2 votes -
Export comments
Since follow-ups on late payments of invoices is likely to generate updates in form of comments from users for those specific invoices, it would be great to have the possibility to export whole or a part (eg. last or few last ones) of the comments posted on the invoices for reporting purposes.
2 votes -
Invoice in Half Page Invoice
We request you to provide invoice in A5 size printing with logo, since our items are sold in Retail and we do not want So Big invoice and its Silk Saree and Dress Material Shop.
2 votes -
Specify a "retainer applied" line item (in addition to existing "payment" description)
Ryan Partin, owner of XTech Staffing, would like to see "retainer applied" as an optional line item description. For instance, we apply retainer to customer's last invoice. On the customer's last invoice, we would like to show the customer that their retainer has been applied to their final invoice by having a line item that reads "retainer applied" (as opposed to "payment").
2 votes -
Cloning invoices for multiple dates at the same time
The ability to clone an invoice multiple times for preset dates in one step.
We run a subscription program USUALLY delivering to customers once a week for the duration of a program.
This would greatly help us save time rather than having to clone an invoice + select date, save, and then clone a second invoice using the F1 invoice + select date again, and so on and so forth.
Thanks in advance!
2 votes -
HSN code font size
HSN code when display below the description.. its font size should be same as item description....now it is very small
2 votes -
Option of having discount being calculated on base price rather than MRP
In retail segment we usually quoute margin to customer which means landing price to customer shall be MRP/(1+Margin). In Zoho we currently have option of Discount which calculates final price as MRP*(1-Discount).
Can we add an option in invoice as Discount % to be applied on Price Inclusive Discount or Price Exclusive Discount. If it is Price Exclusing Discount, system should calculate it as 30% on MRP/(1+discount%)
2 votes -
Option: how customer wants his invoice, by email, or snail mail, etc.
most of my customers want Invoice by snail mail, but some by email. I have difficulties to remember who wants it by snail mail or email. If there is an Option to mark a customers preference it would help.
thanks2 votes -
Formatting content within "Terms & Conditions", and "Customer Notes"
Allow rich text formatting so that elements or words within the T&Cs or Customer Notes can be highlighted in Bold, or Italics or Underline to ensure those points stand out.
2 votes
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