Please add Zelle as an online payment option
Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit from
Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
Estimates with options and sub-totals
Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks
Combine Zoho CRM and Zoho Invoice
It would be much more efficient if Zoho invoice and CRM were just combined. You could have invoice as a paid add-on, or optionally as a stand-alone, like it is now.
Profit / Loss report
Hi, Now we have expenses implemented (which is great), can we have a report which shows our true profit, after expenses are taken into account? Thanks Vinay
Is it possible to batch print invoices?
I'm trying out the service for my business. I'm currently doing this manually using Word docs and Outlook. I need to be able to mail out invoices to my clients. Is there a way to batch print/export invoices so I can print them and mail them? The only way I can see to do this is by clicking each invoice individually. Thanks!
Versioning of Quotes and Invoices
Would be nice if Zoho Invoice would offer the feature of saving all versions of a quote or invoice during the process - so if quotes or invoices get changed over time - a version of the old ones exist and can be reviewed and reactivated if necessary ... ;)
Multiple Users
We have 3 sales guys on the road and currently they email HQ to invoice but it would be great if we could have a multi user for the invoice module so that we can give them the access to do this and they only see there invoicing etc
Square Up Payment
Hi, I was wondering if it may be possible in the future to use www.squareup.com as a payment gateway so when i use my square up credit card slider and a payment is made zoho invoice will see that is was paid via square up however i would have to reflect the Invoice# on square up in order for this to work? just a suggestion i am sure there would have to be some interaction with the square up company in order for the two to work seamlessly. I think there service with yours would be the best for both
Apply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied
It is possible to have discount / client
Hi, I want to set a discount not for product but for client. Example: I want to give to client X 10% discount for all products, for client Y 15% and for client W no discount. Do you think that it is possible? Do you like the idea?
[Invoice] Project billing by percent completion of tasks
Hello, I appreciate the various options for Project billing types and budgeting found in Zoho Invoice, but I would like to either propose a new method or find out if it' s currently possible. It would be very helpful to have project tasks that have a budget item (lump sum), against which the client is billed according to a percent completion of the task. This percent completion would not be tied to time logged or task billing rates. Here's an example: Project X total budget = $10,000 Task A total
SMS API Integration
Hi Zoho, I think you guys rock... I would however want to suggest SMS API integration. Is this possible? I would like to do the following: 1. Send SMS Reminders to myself with invoice info. 2. Send SMS as Invoice Reminders to customers after 2nd Reminder (together with Emails) 3. Set SMS Notifications for Invoice to Customers and to myself (if they prefer to receive them) 4. Set other Reminders wrt Invoicing to myself on a specific dates. (sort of Task Reminders) Jerome
"CUSTOMER HAS VIEWED THIS INVOICE" - PLEASE SPECIFY *WHICH EMAIL ADDRESS* IT WAS VIEWED BY
Please allow us to see when a specific email recipient views an invoice/estimate/etc. Sometimes, I like to CC myself when I send invoices to customers. If I open the email, Zoho Invoice then tells me "Customer has viewed invoice", which is not technically
Assign customers to a sales rep
Hi, Is there any way to assign a customer in Invoice to individual Sales Reps? I know you can do it in CRM, but more importantly I need to do it in Invoice so I can pay my people accurately. Thank you!
Zoho invoice report needed: Sales by country
Nowadays is vital analyze sales by country. This report on sales by country need to be based on a country code table. Very simple and a great tool. Thanks a lot Zoho Team. Keep up the good work¡
recurring expenses?
Hi. I like the new Expenses feature, but I'd like to request a recurring expense option. Most of my expenses are recurring monthly charges. Would at least be nice to be able to duplicate an expense and simply add a new date. Thanks, Jill
Invoice API Feature: method for "updated since date"
In my application and, I would think, in those of most other developers, I the developer have no use for getting all of the invoices (or customers or items or payments made, etc.) after the first time. Too much data exchange. Just give me what has changed since I last checked. I suggest creating a GET method something like https://invoice.zoho.com/api/[invoices]/modified-after/ where one of the parameters is a time stamp string (i.e. yyyy-mm-dd hh:ii:ss). The response would list all [invoiced] modified
Need to send a formal receipt of payment
Hello, our latest client has requested a formal receipt for a payment they made on one of our invoices. I was surprised to realize that Zoho Invoice does not have this feature and there was not much discussion about this on the forums. So what do people use to send payment receipts? A receipt would include all of the information from the invoice as well as the date of the payment receipt and some language stating that fact. There should be an option to "Send receipt to Client" when a payment is
nicer looking emails
Please make nicer looking "invoice notification" emails. Thanks, Brian http://www.redpelicanmusic.com
Adding Billing Instructions/Wire Transfer Details to the Invoice
Hi Guys, We are in International services and have multiple overseas clients whom we invoice in their respective currencies. I am sure many of us are doing the same for our various customers. I have a suggestion here: Can you please include a option of adding billing intsructions/wire transfer details to the Invoice? I know that I can add custom notes to the end of each invoice stating the bank details for payment or international BACS transfers. However, we use multiple bank accounts and have different
zoho invoice for windows phone users?
I reckon they could bring zoho invoice App for windows phone users as well. As it makes it lot easier to work with.
esign a "terms and conditions" box!
In Zoho Invoice, please incorporate a way for customers to esign a "terms and conditions" box (with a "scroll-down" for the legal language). It would be essential that this feature be implemented in a way that includes customers who click on the pay-online links. Let me know what you think, Thanks, Brian http://www.redpelicanmusic.com
TIPS AND TRICKS #10 - Displaying timesheet details on invoices
Businesses that log time for projects, and invoice customers for the logged hours will need to display Timesheet Notes and Timesheet Start & End Time on invoices. By following this tip, you will be able to display the timesheet notes and timesheet history
TIPS AND TRICKS #11 - Domain authentication
Emails sent can sometimes land in your recipient’s spam folder or bounce. This happens when the email address in the From field of an email belongs to a domain that does not have SPF and DKIM records. In order to prevent this in Zoho Invoice, you should
Payment Reminders customised to each Customer?
Hello Team Zoho, Thanks for the wonderful service and amazing product we are enjoying. Just came across a situation which I am sure many of businesses facing at times. Thought of sharing a useful feature regarding payment reminder set-up. As a fact, we always have different relations and terms with our respective clients/customers and at times we don't want certain customers to be reminded again and again for payments. Also, at times clients also inform us or reply to reminder email that payment
Missing providers section to become a small accounting application.
At the moment, you can manage all the information related to your customers but you can not manage information related to your providers. Let´s say that we need the following sections in order to have an accounting application: Accounts receivable (where the company enters money received), Accounts payable (where the company enters its bills and pays money it owes), General ledger (The Company´s boks), Billing (where the company produces invoices to clients/customers), Stock/Inventory (where the
Reoccurring Expense Option
Add an option for reoccurring expense. It would be great to input monthly bills such as phone, rent, and insurance once. This valuable option would save your customers time, and money by avoiding redundant activities.
Country list specific option/table in the Contact details page needed
It is important to have a country specific option/table in the Contact details page. We to be sure that the organizations we work with enter always the same value ( ej.UK) and they have not the posibility of enter other posibilities ( ej, United kingdom, GB , Great Britain and so on). It is important for two reasons: 1. We need to follow the sales to other countries. I need to filter and categorize. 2. Calculation of taxes. I am based in Spain and the VAT will be different if: a) I am invoicing
Print Multiple Invoices at once
Is there a way to select multiple invoices and print them all at once? This should be a standard feature...
Progressive payments
In my business a client has a project that will be paid in more than one payment. I would love it if there was a section at the bottom of the estimate that automatically calculated the progressive payments based on customizable percentages and descriptions of the job. Example. Total cost of project is 20k plus tax. - Deposit : 10% = 2000$ plus tax - start of project : 40% = 8000$ plus tax - upon completion of xyz : 40% = 8000$ plus tax - upon completion of job: 10%= 2000$ plus tax. Once this estimate
Important improvement to currency system!
As I understand, all items must be currently priced in base currency only? If so, this makes simple things really complicated and basically makes ZOHO invoicing impossible to use for companies selling products in many currencies! A working solution would be to allow ITEMS to be set in any valid system currency. Then based on the customer currency settings, the invoicing would do the exchange rate conversion accordingly: 1. If customer currency IS item currency, no visible conversion in invoice will
Mutiple invoices from one estimate?
Hi there, We use Zoho Invoice extensively to issue quite detailed estimates to our clients. The total of this estimate will often then split across multiple invoices. Is there a way we can automate this split in Zoho invoice? 1) Create estimate worth (say) £3000 2) Invoice 1 = 30% of estimate (£900) 3) Invoice 2 = 40% of estimate (£1200) 4) Invoice 3 = 30% of estimate (£900) All of the above is run with the estimate as the source. Is this possible or is it in the roadmap? Kind regards and
multiple invoice notification email templates
Hi, Depending on the scenario, I modify our "invoice notification email" template with different introductory text. It would be great if I could create multiple templates to choose from ie. template #1 is for a new customer (first invoice), template #2 is for a regular customer . . . etc. Thanks! Brian http://www.redpelicanmusic.com
URL Customized
Allow us to setup a URL "customized", using some CNAME record in DNS. Justo Llecllish
Change Fonts in email templates in Invoice
Hi there, When emails are sent from Invoice, the font is horrible! Is there a way to change the font in the email templates? Thanks, Richard.
payment > invoice
Hi, A few of our more regular customers sometimes make payments for several invoices at once (in one payment that is). Currently we manually split to payment to the invoices, but as we would like the payments in Zoho to reflect the actual received amounts on our bankstatement, I was wondering if the following feature might be worth adding: 'add payment' button on the customer page enter an amount, and give to options: apply to oldest open invoices manually select invoices and enter amount per invoiceMaybe
TIPS AND TRICKS #2: Report with details on invoices created from Recurring invoices.
If you are a business who bills customers recurrently, you might want to see all the child invoices that are generated for all recurring profiles over a specific period. This simple trick in the Invoice Details Report can help you with that. Here's
TIPS AND TRICKS #3- Item Header and Bulk Add
When creating a sales invoice, you may want to divide the line items into several groups or categories and send it as a PDF file to customers. By including headers while adding the items to your invoice, you can separate the list of items into as many
TIPS AND TRICKS #4 - Dashboard Tips
The importance of a comprehensive Account Receivables dashboard can’t be overstated. Zoho Invoice offers an insightful dashboard that gives you a clear picture of your company’s finances, key performance indicators and real-time summarized AR data. Let’s
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