Reports, Payment Options & Overdue !
Dear Mani,
Greetings !
We have started using Zoho invoice and its simple & easy to use.
Nice work. Here are our suggestions for improvement and to further
enhance your product.
1) Add Payment Option - you need to also give paypal, other payment gateways in drop down list as some of our clients pay it directly through paypal instead of using the link generated by zoho
2) Reports - We would like to have summary reports possible like the ones in the home page of zoho invoice. Say If I want to see the last month total sales, I can't do it. Same for Last quarter or just if we choose two dates, it shouldn't stop with listing all invoices, but want to total up the invoices and say Total Invoice Amount, Total Receipts, Total in Due, Total Open invoices within that date range. Now, the reports list down all invoices, but the totalling is not done. If this is implemented, this will help the companies.
3) OverDue Notification - Option should be given in settings to have it sent automatically or manually. Also option to choose after how many days of due, should the overdue notification be sent.
4) Option can also be given to resend the overdue notification for second time after
which we possibly might suspend client services. A alert can be sent to us stating that the payment is not paid for this invoice and possibly we should suspend services for this client.
5) Also, today by mistake I added a wrong payment and I couldn't go back and edit or delete it. Can this be made editable ?
Hope the above suggestions are helpful.
Looking forward for your response.
Thanks
Shiva
AMULYA
Greetings !
We have started using Zoho invoice and its simple & easy to use.
Nice work. Here are our suggestions for improvement and to further
enhance your product.
1) Add Payment Option - you need to also give paypal, other payment gateways in drop down list as some of our clients pay it directly through paypal instead of using the link generated by zoho
2) Reports - We would like to have summary reports possible like the ones in the home page of zoho invoice. Say If I want to see the last month total sales, I can't do it. Same for Last quarter or just if we choose two dates, it shouldn't stop with listing all invoices, but want to total up the invoices and say Total Invoice Amount, Total Receipts, Total in Due, Total Open invoices within that date range. Now, the reports list down all invoices, but the totalling is not done. If this is implemented, this will help the companies.
3) OverDue Notification - Option should be given in settings to have it sent automatically or manually. Also option to choose after how many days of due, should the overdue notification be sent.
4) Option can also be given to resend the overdue notification for second time after
which we possibly might suspend client services. A alert can be sent to us stating that the payment is not paid for this invoice and possibly we should suspend services for this client.
5) Also, today by mistake I added a wrong payment and I couldn't go back and edit or delete it. Can this be made editable ?
Hope the above suggestions are helpful.
Looking forward for your response.
Thanks
Shiva
AMULYA
Topic Participants
Roopa Prabhakar
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