Report Totals
I don't see any report totals. Really need this, especially for Sales, but for other reports as well.
INVOICE Details
IK need eacch incident or line of my invoice to have a DATE function
recurring invoices and Account Statements
On recurring inovicing, an Account Statement summary should appear below the invoice (could be on the same page) summarizing the customer's account: past overdue inovices, payments made, etc...
Problems with apikey and ticket
hi , when i try to add a form iam getting error <code>2909</code> <message>GET Request not supported .</message> in my response XML please look into this Sree
Custom template based on existing template
Hi, It would be very useful to be able to take one of the existing templates, "Professional Service" for example, and edit/customise that into a new custom template. Right now the custom template dialog opens with a single generic layout starting point that is not as good as some of the pre-programmed layouts. Many thanks. Mark
Duplicate an invoice
Hi, It would be good to be able to select an existing invoice and duplicate it so as to use the format, text, etc. as the basis of an invoice to the same or to a new client. I use a common format across invoices and this would really help avoid lots of retyping. Thanks! Mark
INVOICE PRINT DATE
Invoices should have a Print date somewhere, indicating the date when the invoice was printed, so one can know until when the late fees were calculated.
recurring billing and invoice identifier (ex. 2 of 24)
For recurring billing, the invoice should note somewhere the payment number. For instance, if there are 24 billing periods and the system is invoicing the second period, the invoice should note something like 2 / 24 or 2 of 24, as customers may be confused when they receive multiple invoices for the same amount over a period of time.
billing report with telephone numbers
It would be very usfeul to print a billing report with telephone numbers for collectors to call the customers and remind them of their payments due...
Custom template not working
Hi, I absolutely love this place. I think they are doing a great job. I was just trying out the custom template in invoices. It just doesn't take the changes in background colors and looks very ugly. Right now it is not possible to change the shape, size or look of the various sections in the template. I hope it can be set right and more customization options added to change the look and feel of the invoice.
Rounding up the amounts
Wow, what a fantastic product, just what I've been looking for. With our financial year just begun and just a few invoices raised, I'm trying to mirror our existing system, but I can't seem to get Zoho to tally up correctly. It would appear it's not rounding up the amounts, but actually rounding them down instead. Let me give you an example of what it should look like: Item 1 �59 + 17.5% VAT (�10.33) = �69.33 This is what it currently looks like in Zoho Invoice: Item 1 �59 + 17.5% VAT (�10.32) =
Add New Recurring - Select Customer sorting - autocomplete
On the Page to create a new recurring profile the field 'Select Customer' would be fine to be sorted by alphabet ascending. If you have a big number of clients I would suggest to change this field to autocomplete instead of a drop down (f.e. above 10 customers)
Adding history without rebilling
I just began using Invoice. I have prior Invoices I'd like to add to history for aging and payment trcking, but I do not want to email the client duplicates. Is there a way to do this?
I cannot se the attachments
Every time I create an estimate and send it to a client. He/She receives the following attachment. /home/sas/dad/AdventNet/Sas/bin/../temp/1009000000000163_1009000000005003.html Is there any possibility that gmail is preventing the reception of the file? -oscar
Zoho Invoice Service Upgrade
We are planning to upgrade Zoho Invoice Service on Friday, April 4, 2008 between 21.30 and 23.30 hrs PDT. The service will not be accessible during the specified hours.
I cannot see my invoice template in action
Uff, I have created my own invoice template but this feature does not work! I have tried to create the first invoice, chose my template but Zoho used another one! Where the problem is? Thanks for reply in advance! Best, Jakub
Invoice Notification: "EMail Send Failed"
I'm not terribly impressed by Zoho's testing of these new projects. Attempting to Send (email) an invoice, after checking that the message details are okay and clicking Send, I see: <<<< Following placeholder(s) are not replaced - %P.O.Number% & %PayPalLink% EMail Send Failed >>>> After amending the text of the Invoice notification email so that it didn't include those variables, I then just get the "Email Send Failed" error message. How *can* I send the invoice?