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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1092 results found
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Conference travel funds donations
I am organizing a conference in France with ten speakers from the USA. I would like to circulate an email with all ten speakers and a stripe pay button for each speakers’ bank account.
1 vote -
Relances automatiques de factures
Parametrer les relances pour qu'elle ne soient envoyées qu'à certains types de factures (ne pas les envoyées aux factures prélevées par exemple = dont le mode de paiement est "Prélevé")
1 vote -
1 vote
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Field Permissions
Would like the ability to configure permissions per user role for each individual field of an invoices and contacts so that certain users cannot modify or enter data into certain fields. Also to hide fields from roles.
1 vote -
Add variables for the first and last date from the logged work records
When you create a new invoice from the logged work on a project, you can choose between some variables to use as item name and description. The range variable only shows the last date, it would be nice to have a real range, showing the data from the first record and the last one.
1 vote -
Total Cost for Projects in Timesheet report
Add a column to the task group on the timesheet report for a project so that users can get a total cost of the project.
1 vote -
Scan Receipts directly to Zoho Invoice module
Rather than scanning, saving then uploading a receipt, it would be great to simply scan the receipt directly into the Invoice module.
1 vote -
Project invoiceing date
For my projects, they often start 6 months to a year in advance of completion, and have multiple updates during that period. The projects always have a hard end date, so would there be a possibility of adding an "invoice by" date, and setting a reminder for these projects?
1 vote -
Adding option to upload custom Image to Custom fields
Hello Zoho Team,
Adding option to upload custom Image to Custom fields.
Upload image is required we collected images of our consumers /clients,/Service providers in our system.And want to show them ,how much we care about themselves.,so that they can also see their logo etc. while raising estimates,Invoices and Challans,which inturn gives a good impression and long lasting business.
Looking forward to initiate request at your earliest.
1 vote -
Be able to enter budget time for a task that is less than one hour
When I want to set budget time for tasks (when creating a project), the minimun amount of time is one hour. I often have tasks that are less that one hour. For example 20 minutes. I would like to be able to enter time less than one hour.
1 vote -
Entering budgeted task times in finer increments than hours. Want possibility to enter minutes
When I create budgeted hours (when creating tasks in a project), I would like to be able to enter hours AND MINUTES. I can only input in hours. Often I have smaller tasks that can be completed for example in 25 minutes. Then I would have to enter 1. Or, for example, "01:15" is not possible, I would have to enter "2".
1 vote -
Integration with Adobe Creative Cloud suite
There are millions of designers, motion graphic designers, video editors, web developers, photographers, ... worldwide that use the Adobe Creative Cloud suite throughout the whole day. Paymo (a rival of Zoho Invoice) is the only program that has time tracking built right into Adobe CC. The time tracker shows up as a palet in the programs. This is really handy because you all time that you log inside the program is automatically synchronized with the Paymo program. I think there is a huge market for this. I for one would be really happy with this feature!
1 vote -
Net Cost Feature and profit calculator
while im making the invoice with details i need a button of net cost when you open that button it has to be like the invoice you created but without the rates of the invoice so you can add the net cost so in this case you have the invoice and the net cost ( net cost should not be shown to the customers at all it is internal issue )
so from the invoice amount and the net cost amount the company can easily know the net profit
the Estimate feature is not very useful i hope to have…1 vote -
salesperson linked with particular contacts
hello
i would like to link salesperson with particular contacts, so that each time while billing it doesnt ask me to choose, while billing it automatically chooses the linked salespersonfor example
i have 3 salesperson A,B & C
and 12 contacts 1,2,3,4,5,6,7,8,9,10,11,12now in contacts i can add default salesperson
like A for contact 2,4,8,10
so whenever any invoice is created for say contact 2, then by default salesperson A is selectedthank you
1 vote -
Recurring automatic delivery and automatic charges
We have an oil business and busy families want automatic deliveries with automatic charges to their card and an automatic statement or monthly statement but not both
I think I would need notifications to remind me to send the driver out with the oil truck and a reminder to charge and send the statement.1 vote -
Calendar view
I find it really gets in the way of using Zoho that to get to calendar view I have 3 clicks. Timesheet - All timesheet - Calendar View. This page should be right under dashboard on the Left menu given how integral it is to the use of the app, so I can bounce to it constantly.
Not being able to set calendar view as a default is frustrating.
***The fact that you show tasks instead of Projects in the default view of all entries has not been thought through. At a glance I want to see what PROJECTS I…1 vote -
.DOCX Customisable layout for Sales orders, Delivery Notes, Invoices etc
instead of HTML option which is not very user friendly, have customisable .DOCX templates for all layouts like the competitor Xero.
this uses merge fields and can be edited using MS Word for example - very easy to use and can get documents looking exactly like you want them rather than being restricted by the very basic templates in ZohoBooks1 vote -
remember location in invoice list after saving an invoice
After saving an invoice, return to the invoice list where you previously were in the list.
Currently, when you return to the invoice list, you are back at the top of the list
1 vote -
PayPal Business Payments Pending
I noticed this was suggested three years ago, but I wanted to bring it back up. Currently there's no indication that a payment is pending if client paid with eCheck, which is confusing for me and the client both. I know there's a way for the Zoho app to "talk to" PayPal's system, because Freshbooks shows payments as pending when they're in process.
1 vote -
Delivery note custom text
We would need to add a custom text to delivery not like Customer signature and date of received shipment so they send it back as confirmation.
1 vote
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