William Hunt
My feedback
12 results found
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50 votes
Rather shedule it on a particular day, we have started providing the option of
‘Updating the subscription changes at the End-of -the-term’
Kindly, post your queries for it to support[at]zohosubscriptions.comAn error occurred while saving the comment An error occurred while saving the comment William Hunt
commented
I would like to be able to schedule a change to occur on a future date. We often have a licensing change for a customer that we know will take place for an annual contract renewal (even though their subscription for billing is monthly based), and we need to schedule the billing change to happen in the future.
William Hunt
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222 votesWilliam Hunt
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154 votesWilliam Hunt
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29 votes
An error occurred while saving the comment William Hunt
commented
Or at least the ability to just schedule when they are sent, that would work too. We usually need to make like 3/4 retainer invoices and want to send them out on a monthly basis, I don't really need full on recurring just the ability to schedule when they are sent.
An error occurred while saving the comment William Hunt
commented
Yes please add this! We really need monthly recurring retainer invoices for some projects.
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10 votesWilliam Hunt
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6 votesWilliam Hunt
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86 votes
An error occurred while saving the comment William Hunt
commented
This is a common ask across zoho finance in several areas. You guys might want to merge ideas together. We have late fees built into our agreements but very rarely actually act on them because Zoho won't automatically add them on. In our case due to running in accrual accounting and the integration with avalara we would need this to be more of an interest invoice generator for past due balances that automatically invoiced the client some % of their balances with detail.
Could be like Invoice XXXXX Original Amount $xxx.xx Amount Outstanding $xx.xx Interest Rate 18% APR = $xx.xx interest per day then enter the number of days overdue in the qty and the rate per day in the rate field. This would have to run down per invoice and these invoices would have to run on a specific day each month or something.
This is just one idea. I know running these types of things can become complicated which I am sure is why this isn't implemented.
William Hunt
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30 votes
An error occurred while saving the comment William Hunt
commented
+1 for this. We would like to be able to term a subscription in the future on a specific future date.
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18 votes
An error occurred while saving the comment William Hunt
commented
This should be combined with the idea "Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed."
It is kind of the same thing. But I would really like to see a custom estimate status and a "Closed" estimate status. It would be way easier to track when an estimate is done. Alternatively a way to archive estimates so they don't show in your primary list would also be super helpful.
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3 votesWilliam Hunt
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118 votes
Dear customers,
Thanks for your feedback.
Though there is no direct ‘bulk update’ option as such for items, there is a workaround that serves exactly this purpose.
You can export all the items to a CSV/XLS file in one shot, make the necessary changes and import the file again. While re-importing them, you have the option to ‘overwrite’ existing records based on the data in the file you are importing.
Here is the best part: Earlier, you could overwrite the items only based on the ‘Item Name’. Since it’s possible that the item name itself needs a bulk update, we have supported two more options – in addition to ‘Item Name’, you can now overwrite the existing records with the ‘SKU’ or the ‘Item ID’ as the base field for identification.
If you have any questions on this, feel free to drop an email to support@zohoinvoice.com
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William Hunt
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An error occurred while saving the comment William Hunt
commented
The fact that we cannot export all of the item details including its group in a single file and then reimport that file with modifications is ridiculous. Opening items one by one to modify them is horrible. Can you guys please fix this and use the product ID as the key instead of the item name so that it can be edited without creating a new item when you change product names or fix a spelling error.
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711 votesWilliam Hunt
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We still really need to be able to schedule a change in the future. For instance we have a lot of subscriptions where the customer is signing up for 12 months of service but pays monthly. Sometimes they want to cancel service 10 months in. We still want to collect the last two payments so we need to set the subscription to downgrade or cancel 2 months out, not on the subscription term. We also have subscriptions that sometimes work the other way where we have something that needs to be added 3 months into a recurring monthly subscription not at the term or prorated the day we make the change.