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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Default Items on Estimates/Invoice
I charge people the same specific items on every invoice. Could there be an option to check so I don't have to click the same 4-5 items for every customer (~65 people a year)
1 vote -
being able to return expense when parts are no longer needed
ablility to return/refund expense
1 vote -
1 vote
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Custom Timesheet reports & Add filter view to customer portal
Report
It would be very helpful to add search/filter fields to the Timesheet report. I need the notes section. I do not need Staff, logged hours, billable hours. I just need task list, dates and notes.Viewable
All Timesheet view I would like to be able to view & hide columns. i do not want hours, billable, user, time, but I need notes. This view would be extreamly helpful in the Client portal as well as view only. The CRM allows for this filtering. It would be great to be able to add this to Invoice as well.Custom Field…
1 vote -
Sub total each expense category on the PDF version of the expense report
It would very helpful to see a meals total, travel total, & a hotel total as well as the report total when looking at the PDF version
1 vote -
Bonjour, est-il possible de faire une extraction du fichier client global ? j'aimerai récupérer tous les e-mails de mes clients facturés et
Permettre de faire une extraction du fichier client global.
Pouvoir récupérer tous les e-mails des clients facturés et/ou à qui on envoie un devis, à afin de leur envoyer un e-mail.1 vote -
Put new task on top when logging time
99% of the time, I'm posting a new task when I log my time. I'd like the new task pulldown to display before any existing tasks. Right now, new task is at the bottom of the list.
1 vote -
be able to disable the automatic pay in full of invoices
when entering a payment, the full amount is automatically allocated to invoices, but not necessarily the ones that are actually being paid. It would be nice to be able to turn this feature off rather than having to delete the allocated amounts, then enter them again manually
1 vote -
allow adding VAT to project hours for recurring invoices
While it is possible to add taxes to items in recurring invoices, I cannot seem to find a setting to add taxes (VAT) to associated project hours.
For now I let Zoho create the recurring invoice, remove the project hours, then add them back with the right tax. It would be nice if this was possible automatically.
Thanks for the consideration!
1 vote -
añadir la opción de pedidos y la de albaranes y que se pueda convertir de pedido a albaran y de albaran a factura
Seria de mucha ayuda si se añadiese la opción de crear pedidos y albaranes. También convertir un pedido en albarán y un albarán poderlo facturar de manera fácil.
1 vote -
After Invoicing occurs I need to reschedule my clients for 1,2,3 & 5 year reoccurring intervals, This needs to be shown on a calendar
Currently I use Zoho to Invoice but I cant seem to find anyway to schedule the next appointment with reoccurring clients which in my case is in 1,2,3 or 5 year intervals.
If there was a simple way for me to click a box during invoicing that was attached to a calendar where I can select 1,2,3 or 5 years that would help me greatly planning my business moving forward...1 vote -
allow a different email address to be used for the reminders.
allow a different email address to be used for the reminders.
1 vote -
Allow option to associate projects to customers rather than timesheet
Allow Projects to be associated under customers to collect information about projects that are not related to time sheets data. For the type of projects we work on a customer can have one or more projects that may start at different times. We need to track the general information about the project, including the description, name, start dates end dates, milestones, deliverable and deliverable dates, and dates when payments are scheduled. Would also be nice if these payment dates could be linked to the recurring invoicing which are scheduled as recurring payments at those specified dates rather than monthly or…
1 vote -
uk tax year start 6th April rather then 1th April
UK needs UK tax year start 6th rather then 1st April other wise this report function is not much good unless you go to custom view each time. I requested this before and was told it was being sorted but not been changed as yet
1 vote -
Integrate incoming email with zoho books, which contain invoice. So that direct integration of purchase bills with incimg mails become possi
If the incoming mail from the vendor contains invoice or purchase order, then we can direct extract the PO and invoice from the mail and get the record updated in the purchase bills section
1 vote -
Enable customization of every tabular display of data.
Everyone's business needs are a bit different. It would really help if I could customize any tabular display of data by adding/deleting columns, changing their order, and maybe even applying filters. This feature would be available in every Invoice feature that displays data and not restricted to the "reports" feature. I have no desire to create custom reports from scratch. I realize I can do that with analytics. I just want to be able to make slight adjustments to existing data presentations.
1 vote -
pro forma
would be great to have an option to create Pro forma invoice and after Final invoice for the same order
1 vote -
1 vote
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Cloning estimates/invoices
Currently, cloning estimates only clones the line items and cost associations while the location/billing remains the same or is auto-completed to the clients first address.
As a subcontractor, I am sometimes bidding to up to 25 different General Contractors all competing for the SAME project.
-I would like the "Clone" feature to clone everything identically (including the project address) except for:
a) the estimate number
b) the client info
c) the dateThis will expedite the process and eliminate errors when submitting to many clients on the same job.
1 vote -
auto update of manually set date fields within invoices
Our services are performed over a monthly period of time that remains that same from month to month, yet the invoices must show the service period. We have set a From/To set of dates for invoices. Is there anyway to be able to either auto-update or bulk update on these fields?
1 vote
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