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Zoho Invoice

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

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69 results found

  1. Order confirmation option (created from estimate)

    It would be nice to have option to create order confirmation document from estimate to be able to send it to the customer. (optionally a column can be adde i.e. expected delivery time for each item)

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

    Hi Tomaz,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, once a client accepts an estimate, it can be converted only to invoices. However, in Zoho Books, you can create “sales orders”. So, estimates can be converted to sales orders, which can then be converted to invoices.

    If you already have a Zoho Invoice organization, you can easily upgrade it to Books using the steps in this link:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    Regards,
    Reshma.

  2. option to create proposals

    Option to create proposals. Something similar to Freshbooks which allows users to create estimates and proposals

    1 vote
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  3. volume pricing

    Enable the import of line items from Zoho CRM Quotes. Currently ZInvoice does not support price lists that enable volume pricing. ZCRM does.

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  4. Customer accept estimate via clientside portal - Customer add order number

    I have had customers view their quotations (estimates) via the client side portal, and then they have accepted the quotation. We get an email from zoho to tell us the client has accepted the quotation. But we then have to emailthe customer, or call them and ask for an order number, so I can put the order number on the draft invoice. when a client accepts a quotation, they need to be given the option to fill in an order number. No customer places an order without an order number anymore.

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  5. Provision to distinguish multiple brands and assign user permission w.r.t. brand names.

    Provision to distinguish multiple brands and assign user permission w.r.t. brand names.

    We deal with Multiple brands and many items under each brand having a sales mgr for diff brands. I want to have provision by which I can restrict or provide permissions to individuals for chosen brands' Estimate preparation / invoices.

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  6. Set the From: address of an emailed invoice or estimate to the logged in user

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  7. Administrative Charges %

    in our industry we charge administrative charges of 10% from total estimate or invoice, this cannot be applied using zoho similar to the HST and Tax charges from the total invoice/estimate

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  8. Add the capabilities to insert "options" in the estimates…

    Add the capabilities to insert "options" in the estimates… for exemple : I sell plate (total of 20$), in option you can propose spoons for 10$ (it's optional)

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  9. Estimates to be pulled into the CRM as a follow up tool

    Once an estimate is inputed this is then pulled into CRM as a hot lead and can be used for following up

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