Skip to content

Dave B

← Feedback Forum

My feedback

7 results found

  1. Add Unbilled Expenses to Recurring Invoices

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Dave B shared this idea  · 

  2. Contract Forms

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Zoho Books » Automation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Dave B commented  · 

    I just realized this does not work, the footer is on every page. So a two-page estimate shows this signature on each page.

    An error occurred while saving the comment
    Dave B commented  · 

    I'd like to see this as well. It's very important to have this in place to streamline this process.

    I found a clunky workaround but I wish it was a whole part of this system. A Tab in the client portal for these.

    I created a new template in my Estimates and changed the verbiage to say Contract, and added my signature and edited the footer to allow signature lines for them to sign it.

    Dave B supported this idea  · 

  3. Add photo to contracts

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Zoho Books » Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Dave B commented  · 

    What do you mean by contract? I see no such feature in Books?

  4. Custom Tab in Portal

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Invoice » Client Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Dave B shared this idea  · 

  5. See client portal "from customer point of view"

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Zoho Invoice » Client Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Mark,

    Thank you for posting on our feedback forum.

    We understand that you wish to take a look at the client portal interface so that you can have a clear idea on what the clients can see and how.

    Though there is no direct link to view the portal interface from a client’s perspective, you can take a look at our help docs which explains each and every section of the portal along with screenshots.
    https://www.zoho.com/invoice/help/client-portal/

    To take an even closer look, you can create a dummy contact with your alternate email address and try enabling portal access so that you can test everything out before starting off your actual invoicing.

    If you still have questions on this, please feel free to drop an email to support[at]zohoinvoice[dot]com. We would be happy to schedule a demo and walk you through the whole application including the portal.

    Regards,
    Reshma.

    An error occurred while saving the comment
    Dave B commented  · 

    No, we want to be able to see each customer like they see their portal account without having to create a user for each customer.

    I have requested this before.

  6. ACH payments through Stripe payment gateway

    119 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    13 comments  ·  Zoho Subscriptions » Payment Gateways  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Dave B commented  · 

    ACH is a big money saver!

  7. Portal Access to multiple clients from one email address

    86 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    15 comments  ·  Zoho Invoice » Client Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Dave B commented  · 

    So far the only thing I can't figure out. This would be nice to have since I have a few clients who are running multiple businesses. It's a pain for them to have 2 logins for the portal.

    Dave B supported this idea  · 

Feedback and Knowledge Base

(thinking…)