Zoho Invoice
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1137 results found
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I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks
I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks
3 votes -
CREDIT NOTES SYNCHRONIZED IN ZOHO FINANCE CRM MODULE
The figures in my sales dashboards in Zoho CRM can not be true as the credit notes are not reachable from the CRM
The salesteam need to know the real business number in real time to check their goal achivement
3 votes -
Set due date when converting estimate to invoice
My company is a service based business, so when I send an estimate to a customer, I have a custom date field for a reservation date. For example, The customer is requesting my services for an event at some date in the future. If the customer accepts the estimate, it converts to an invoice but the due date is set to On Receipt. Only the Retainer invoice is due on acceptance, the balance invoice should be set to a date relative to the event, like -5 days.
3 votes -
[BUG] Font in Bank Details can not be set to same size as Customer Notes (despite size picker)
Text in Bank Details cannot be made the same size as Customer Notes. I tried this on the Standard European Style Template and choosing 10px in Bank Details was smaller and 13px was larger than the text in Customer Notes.
Please update the font size menu in Templates > Edit > Footer > Add your bank details. Please add the sizes 11px and 12px.
3 votes -
Ability to have time for a project included on invoice but hidden from printed copy
When invoicing a project it would be a huge help to be able to flag some entries as to be billed at $0 and hidden on the invoice. This would save time vs having to go through all time entries and mark them as invoiced when this could have been addressed during invoicing by simply hiding the time entry on the invoice. Furthermore if the status of invoiced time entries could include the invoice number the entry was invoiced on similar to 'Invoiced on XXXX' instead of just 'Invoiced' it would help as well.
3 votes -
Make recent activity hyperlinked in Android App
When looking up a contact on the mobile app, the recent activity should hyperlink to the actual activity like it does in the desktop app.
For example. Look up: John Smith. Recent activity lists creating invoice #123 for $100 on May 9th. You should be able to click on this to go to that invoice in the mobile app.
3 votes -
Include on the mobile application for estimates and invoice photo of the work to be done automatically attached to the estimate/invoice.
The idea is when we are on the field doing and inspection and estimate of the work, have photos from the mobile or table integrated on the form (estimates and invoice). We know that you can attached photos but the idea is integrated in the form immediately.
3 votes -
customer statement
I think being able to preview custom invoice templates would help greatly and should be one of the next "To Do" things on here.
It would encourage us to use portal for out clients more.
Also, when sending "Unpaid Invoices" to customers, the file sent comes with links to the portal for individual invoices, and the preview on there looks horrible.
At least to be able to remove the link to the portal like view of the invoice when sending "Unpaid Invoices"
If this will not be something that can be done in the near future, at least to have…
3 votes -
More styling options inside the various editors of Zoho Invoice
One of the feature that we missed the most about our last CRM is the possibility to style a bit more the invoices and the quotes. We have found with time that the ability to style some keys parts of our invoices improve greatly the comprehension for our customers.
Basically, we need the possibility to make text red, bold, Italic [...] inside the invoices and the quotes.
3 votes -
image upload for item from APP
addinng image to item from the APP is very necessery !!!
3 votes -
Post to Slack when invoice is submitted for approval/is approved
With Slack, a notification when an invoice is submitted for approval and subsequently approved.
3 votes -
Payment Notice Templates
When recording a Payment and selecting “Send a “thank you” note for this payment.
I can not choose an Email template or a Payment Receipt template.
The system sends the default Email and Receipt templates.
I have created a few Email and Receipt templates, but can not select them when sending a payment notice.
The Email and Receipt templates were created so that the Emails and Receipts reference the items paid for.3 votes -
Multiple manual reminder templates
I'd like to create different levels of manual reminders for overdue invoices (first reminder, 2nd reminder, last reminder) with different templates (e.g. more drastic reminder if it's the last).
Could you increase the number of templates you can create for manual reminders?3 votes -
Hire charge support
Add the ability to charge for items as a hire, where the total cost of a given item on an invoice is calculated as:
the amount of units x the duration of the hire (eg 4 days).Currently I have to have the item unit field set to days, which allows me to invoice as a hire, but only for items I have only one in stock of. For items I have multiples of I have to list items with names like:
"1x item A"
"2x item A" etc.3 votes -
Vat Deregistration
Companies can de-register from VAT once they fall below the threshold. As a contractor this happens quite often to me as my revenue varies.
Unfortunately Zoho Invoice does not allow VAT de-registration, so does not reflect the real world.
I want to change my org settings to disable the VAT number field - so that I can be sure it doesn't creep into any of my invoices.
Currently if there are any previous VAT invoices it's impossible to disable this field.
3 votes -
Bulk image upload for items
The ability to have a field in the CSV file that references the name of the image that corresponds to the item, and then the ability to upload those images. I.e. Item1, Item2, ...,Item10. Image1.jpg, Image2.jpg, ..., Image10.jpg
3 votes -
single page with option to Create invoice and receive payment
I want a single page where i can create an invoice and do receive payment at same time as my customers have already paid in advance
3 votes -
Timesheet Weekly Log: Carry over entries from previous week
When entering the data in weekly in the timesheet, if the week you are entering has no task entries, bring the ones from previous week.
Most of the time my employees use the same tasks every week and they have to select them every time the click on next week. It would be nice if they were carried over.
3 votes -
mobile app credit card payment
Mobile app credit card payment (with Stripe gateway storage) - Ability to enter credit card or take a picture of credit card(with card image recognition for the numbers) to associate with customer. That will allow to accept Invoice payments on location with customers.
3 votes -
Create new tasks in desktop widget
I'd like the ability to add new tasks for a given project directly from the desktop widget.
3 votes
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