Zoho Invoice
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1092 results found
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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 -
2 votes
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Work Orders
The ability to generate work orders from the estimate (without all administrative info) would be greatly beneficial.
2 votes -
Assign due date to tasks
I'm just working through your app to see if it can suit my freelance studio's needs...
The one thing I haven't been able to work out (and maybe it just isn't there?) is how to assign a date to a task.I mean that would be great in managing tasks and seeing the deadline approaching.
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 -
sales report by category option
report does not show by invoice and by item and service income.
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 -
2 votes
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Add "Log Time" button to main dashboard page
Please add a "Log Time" button to the dashboard page, so that I don't first have to select a project or go through other navigation to be able to enter time.
2 votes -
Redirect URL to take customers to a custom page on successful completion of a payment
Once a customer clicks to make a payment and completes a payment successfully, the customer is taken back to the invoice page.
This is confusing to customers as they don't know what they are supposed to do next.
This also doesn't allow us to take the customer to a Thank You page.
Could you please provide a redirect URL option, so customers can be taken to a custom page on successful completion of a payment?
Thanks.
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 -
Adding tax numbers to the tax
Adding tax numbers to the tax so that it appears on the invoice when that particular tax is added.
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 -
automatically record travailing for your yearly report for accountant
every meeting or jobs that you have the total km / mil. is recorded
on a map with a pictureafter a month or the year you have the grand total of how much travaling you do.
2 votes -
Total Amount on Search Pages
When I search by Reference # on payments received, by example, I get a list of invoices with the same reference #, but not the total amount.
2 votes -
Differniating the line items with color in invoice or estimate
To contrast two lines of products on the lines of the quotation so that it is more readable
2 votes
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