Can you have multiple users to access zoho invoice account? How do you add another user. Cheers, Dave. Batipi.com

Currently we don't support the concept of users and roles (and sharing of access). Sorry for disappointing you on this. We do have plans to support it. We will keep you updated on the progress.
Regards
Jerald
Zoho Invoice Team
http://invoice.zoho.com

What about multiple companies. I want to invoice as different companies. For example, I rent out a bobcat tractor as part of a rental company. We lease a cabin for my in-laws and I do development. So three companies, and I want the invoices to list the respective companies. Different items for each company would be nice to.


If not possible, can I have more than one invoice account with the same username.


First option would be better so all reports can include all companies.

@Mineer

I have mailed you our response. Let us know if it doesn't help.

Regards
Siva

It would be great to have an "approved" status for quotes and estimates too that would be triggered by customers responding with an "approved" link in the quote emailed to them. That would allow the quote to serve a contractual purpose too.


In addition, it would be great to have one or two other contact emails in the Company Profile. For example, one email would be for the AR person who would receive invoicing, cash receipt and overdue notices. Another email contact would be for the person receiving "approved" quotes, per my suggestion above. Perhaps one or two others might be added as well, but I just suggested two.

Thanks for trying our service. Its really nice to implement those features in our service. We have added this to our TODO list. We will keep you updated on the progress.

Regards
Vinayagamoorthy
Zoho Invoice Team

I am also very munch interested by multiple users and different level of authorisation
idealy (let m dream a bit)
level 1 relashionship managers - big number of users (same as number of invoices depending on plan)- entering new client client + modifiying client + preparing estimates and invoices . no other action permetted before validation, or print with a big filigrane only (such as "not validated") - please enable personalisation by level 3 administrator so as to cope with multiple languages
level 2 supervisor - less users if needed-1 to 30 or 1 to 50 depending on plan- same as previous + validating paiement, validating estimates and invoices - once validated level one has access to pdf, sending etc...
level 3 administrator - limited to 1 to 5 users depending on plan- mastering everything including template

having access only to client entered by the user & invoice or estimate only prepared by him should be an option granted by level3 administrator for each user on level 1 & 2 - default setting for level one should be limited to its "own client"

may be it is simplier for you to limit only the level 1 users and to leave the owner of the acound decides wich right he grants to whom separately (like angelsoft)

looking forward for this developpement - keep me posted

Cheers

Hi,

Thanks for the comments. We are working on the multi user feature and have made good progress. To begin with we will introduce the administrator and staff roles. The staff members will be restricted from viewing the settings and subscription details.

We have taken note of your suggestion in our TODO list. Though all the roles may not be available now, we have plans for enhancements. I will update you as we progress with this feature.

Happy Invoicing.

Regards
Nagendra - Zoho Invoice Team