Suggestions for customer statements

Great service. Simple and effective. I especially like the statement feature as my clients need to see the big picture rather than simply one invoice.

Some suggestions for improving customer statements:

1. On the customer statement, a payment by the customer should be shown as a negative number. Charges are positive which is appropriate as they increase the balance due. I checked my credit card statement for example and that is exactly how they display payments as well as credits - as negative numbers.

2. A customer should be able to send one check which makes payment against the total balance due. I believe this would require a separate entry for payments rather than forcing payments to be entered within an Invoice. In this case you could allow users to select from a list of all open invoices to determine which invoice to post the payment against. While doing so, you could allow users to simply choose multiple invoices to credit with the payment in order to split the payment across more than one invoice.

3. Enable additional information to be included beside the Invoice line in the customer statement. For example customer PO#. The reason I ask for this is because simply listing the invoice number such as "INV-8" and the associated dollar amount does not give much detail to help understand what the line it is. Ideally I would have something like a Project Name field. But customer PO# is better than nothing.

4. Add page numbers to the statement. I.e. "Page 1 of 2" centered at the bottom. The first statement that I ran had multiple pages to it.

5. Provide options for various page sizes. Seems the current page size is a European standard. I would like to be able to set up for US standards such as Letter and Legal. For now the work around is to scale the format to fit Letter.

6. Enable page margins to be set and stay within them when generating printer output. Currently the PDF output goes way down near the very bottom of the page.

Again, love the program. Simple and effective. Just some initial suggestions for improvement after only using the tool for a day...

Thanks,

Jay

Zoho Desk Resources

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

Topic Participants
Jay Polo
Prasanna

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