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  1. Custom Invoice Filename

    22 votes
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    2 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    In the email preview page (the page that appears when you hit the “Save and send” option), if you scroll down and click on the invoice PDF title, you’ll be able to change its name.

    However, it’s not possible to automate the PDF filename such that the customer’s name appears after the invoice number. Sorry about that.

    If you have any other queries, you can write to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

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    Troy commented  · 

    This is an important feature, im surprised it hasn't got a lot more votes.
    I get at least one request a week to please use the customers purchase order number in the filename. As this is not currently possible, I can't use half the features of zoho because I have to download and manually change the pdf name and then manually email it to the correct person.

    This makes quite a lot of zoho's automation irrelevant as I cannot use it.

    Please implement this simple feature asap, many may not realize its worth but if it was there I guarantee everyone would use it consistently.

    Troy supported this idea  · 

  2. Add Payments Made to Overdue invoice reminders

    0 votes
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    0 comments  ·  Zoho Invoice » Invoices  ·  Admin →
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    Troy shared this idea  · 

  3. time entry report detailed

    4 votes
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    0 comments  ·  Zoho Invoice » Reports  ·  Admin →
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    Troy supported this idea  · 

  4. Unbilled hours & Invoiced totals for the Month / Week

    16 votes
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    2 comments  ·  Zoho Invoice » Dashboard  ·  Admin →
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    Troy supported this idea  · 

  5. Timesheet - detailed report & progress bar on "Client Portal"

    8 votes
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    3 comments  ·  Zoho Invoice » Client Portal  ·  Admin →
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    Troy supported this idea  · 
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    Troy commented  · 

    not a bad idea, i could use this for large ongoing projects, at the moment I manually create a pdf with progress updates on different segments of the project.

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