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

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Roopa Prabhakar

Sticky Posts
Zoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Bulk Printing now available in Zoho Invoice
Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma
Introducing the iPhone App for Zoho Invoice
Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head