Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com
16 results found
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Email reminder for estimates
A reminder for estimates based on their expiry date
31 votesHi,
You can set up workflows and trigger email alert to achieve this :)
- Navigate to ‘Automation tab under ’Settings’ ;
- Create a new email alert and include the text that needs to be sent in the reminder email ;
- Now, create a new workflow rule and choose the module as "Estimates: ;
- Set the workflow type as “Date based” and enter when the workflow should be executed (that is, the number of days before/after the expiry date) ;
- Set the filters such that the workflow should be executed " When estimate status is ‘sent’ AND the status isn’t ‘Accepted’ ;
- Set the action as ‘Email alerts’ and pick up the email alert that you have created ;
- Finally, save the workflow.Hope this helps :)
If you have any queries, send an email to support[at]zohoinvoice[dot]com and we would be happy to assist…
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To rename estimates to Quotations
Hi,
can you rename estimates to Quotations
as Estimates is not quotations and it is not legally binding16 votes -
Automatic calculation of expiration date for an Estimate(quote)
To define estimate expiry date in this way:
Expiry date = Today() + 30 days11 votesHello,
With the help of workflow automation, you can set the expiry date of an estimate automatically to assign the value of “Today (Estimate date) + 30”.
First, a ‘field update’ needs to be created.
- Move to Settings > Automation > Field Updates > +New field update;
- Name: Give a suitable name ; Module: Estimates;
- Update: “Expiry date”.
After this choose the “Set relative date” option;
- Set the relative date to be “30 days after Execution date”Now, a workflow has to be created to trigger this field update.
- Head on to Settings > Automation > Workflow rule > +New Workflow rule;
1. Name your workflow
- Name: Give a suitable name; Module: Estimates.2. Choose when to Trigger
Workflow type: Event-based
When an estimate is: Created3. Filter the triggers
You can leave this blank since we need to get this triggered for all… -
Email alerts on new comments
Make collaboration easier internally by enabling email alerts and notifications on new comments for estimates and invoices.
11 votesHi there,
To make internal collaboration easier, we have introduced:
1. Zoho Invoice – Zoho Cliq integration
(https://www.zoho.com/invoice/help/integrations/cliq-integration.html)
2. Zoho Invoice – Slack integration
(https://www.zoho.com/invoice/help/integrations/invoice-slack-help.html)Using both these integrations, you can keep your team posted whenever a client adds a comment to the estimates/invoices.
Kindly try this out and let us know your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Estimate BALANCE - multiple invoices per estimate
Estimate BALANCE - multiple invoices per estimate. We need to be able to generate multiple invoices for 1 estimate. For example, an estimate for USD 1000 is accepted, then we need to generate 4 invoices of USD 250 and to see how much money is pending to be invoice.
9 votesHi there,
We would like to let you know that in Zoho Invoice, you can convert a single estimate into multiple invoices. After you choose the ‘Convert to invoice’ option, you can change the invoice amount and send it to the customer and follow the same steps the subsequent times too.
If you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
We require a further label in Estimates with the Nett Unit Price after Discount is applied
All our client receive quotations with the Nett Unit Price, after discount per line item.
This means in some cases we can hide the List Price of the product should we not want to show the client.
7 votesHi there,
If you apply item-level discount to a product, the “Amount” column will usually show up the Nett Unit price (Item Rate – Discount). For instance, if the rate of an item is $100 and a 10% discount is applied. the “Amount” column will show $90, meeting your requirement.
Moreover, if you wish to hide the “Rate” column in the estimate PDFs:
-Move to Settings > Templates > Estimates;
-Hover to the template you are using and click on “Edit”;
-Choose the “Item Table” section and hide the “Rate” column using the check-box to the left of it;
- Save the preferences.If you have any further queries, you can write back to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
When an estimate is accepted, i need to send an email to my accountant with payment terms and go ahead to send invoice to clients.
When an estimate is accepted, i need to send an email to my accountant with payment terms and go ahead to send invoice to clients.
3 votesHi there,
You can create a workflow and trigger an email alert to your accountant once an estimate has been accepted.
We’ll send you an email right away, with the steps to create this workflow. In case you have any queries, you can write back to us.
Regards,
Reshma. -
at name customer: filter customers with part of name
at name customer: filter customers with part of name
3 votesHi Abelardo,
I guess you would like to search for a customer (while creating transaction) with any part of his/her name. If so, we do have a solution for you :)
There is a functionality which has to be enabled from our end, which lets you accomplish this.
Kindly send an email to support[at]zohoinvoice[dot]com with your registered email address and organization ID, stating that you wish to have this functionality enabled.
Once we receive your email, we’ll do the needful :)
Cheers,
Reshma. -
For French market, comma instead of point for decimal numbers
In France, our numeric keypad have a comma, not a point. When I get prices with decimals in a quote or article, Zoho wants a point so I have to go at the other side of the keyboard. This is not practical and not at all usual... Would it be possible to provide an option in the settings to Zoho accept comma instead of point ?
3 votesHi Laurent,
You can change the separator from a point to comma by changing the currency format. To achieve this:
- Click on Settings > Currencies and select the currency for which you need to make the changes.- Choose the “Format” drop-down and change the currency format as required.
You can try this and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
「請求書に変換」ボタンで、見積書の内容と見積書番号が請求書に入力されていないので、自動設定してほしい。
In " conversion to an invoice " button , the contents of the quotation(estimate) and the quotation(estimate) number has not been entered on the invoice , I want you to automatically set .
I use Japanese mode.
My browser is Google Chrome 42.0 on Mac OSX 10.8.thanks.
1 voteHi Hiroaki,
It’s not possible to assign the estimate number to the invoice automatically as there is the possibility of the invoice having that number already.
However, using custom function automation, it’s possible to display the estimate number on the invoice (as a custom field).
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma. -
Hi, I wish to include in the new quotation email notification, the expiry date of the estimate (quotation)
Hi, I wish to include in the new quotation email notification, the expiry date of the estimate (quotation)
1 voteHi,
In our previous response, we forgot to mention the percentile symbol. Sorry about that. So, the placeholder would be :
ExpiryDateRegards,
Reshma. -
When client overpays it does not let me enter the amount and give client a credit. I need a credit for account
Please make so if CONTACT overpays it will give him a credit to the account.
1 voteHi Aaron,
Thank you for posting on our feedback forum.
If your client makes an over payment, you can make use of the “Payments Received” module of Zoho Invoice to record the amount you had received. The excess amount you enter here would be saved as ‘Unused credits’, which you can apply to invoices later.
If you have any queries, send an email to support@zohoinvoice.com and we’ll get back to you.
Regards,
Reshma. -
I want "Quotation" in place of "Estimates"
I want "Quotation" in place of "Estimates"
1 voteHi Asheesh,
Hope you are doing great!
By customizing the templates, you can very well change the title from “Estimates” to “Quotation”. To know the exact steps, you can refer this FAQ page of ours:
https://www.zoho.com/invoice/kb/estimates/change-estimate-title.html
You can get back to us if you have further queries.
Regards,
Reshma. -
We quote/estimate with the picture of the part..How can we add the picture with the quote/estimate?
Our estimate or quotes are always sent with the picture of the parts...how can we add the pictures into the estimate or quote? Is that possible?
1 voteHi there,
Thank you for posting on our feedback forum.
If your requirement is to attach files to an estimate/quote, you have that option while creating/editing the estimate. As of now, you can attach up to 5 files, 5MB each.
If you have any questions, you can write to us directly at support[at]zohoinvoice[dot]com
Regards,
Reshma -
1 vote
Hi there,
In Zoho Invoice, it’s possible to add images to your products and have them displayed on the estimate/invoice PDF. Kindly refer this link to know the exact steps:
https://www.zoho.com/invoice/kb/items/image-and-sku-to-items.htmlRegards,
Reshma -
estimate
the possibility to have the amount (pcs) of an item, the unit cost with the discount and the total. I don't want the customer can see the discount I applied.
Regards1 voteHi there,
Thank you for posting on our feedback forum.
We believe your requirement is to hide the details of the discount and display only the final amount of the item along with the quantity. If so, you can switch to Settings > Templates > Estimates > Edit > Item table and disable (hide) the columns you don’t want on the PDF.
If you have any further questions, feel free to drop an email to us directly at support[at]zohoinvoice[dot]com
Regards,
Reshma
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