Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com
45 results found
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Please allow currency selection for all the features, like in custom field of 'payment received' preferences, etc.
Currently the option to select a currency other than base currency is very limited to few features like projects. The real value of this feature will be when we are allowed to select a currency everywhere throughout Zoho invoice.. I was trying to add a custom column in 'payment received preferences' to note the Paypal fee deducted from my USD payment, but the currency is by default the base currency INR without any option to change it. I experienced similar problem while trying other features also. It doesn't make sense.
Please allow us to freely change the currency for each…5 votes -
Add email address to a "thank you" note
Would be nice to add additional cc email recipients at the moment of sending a "thank you" note.
2 votes -
Custom Form for Purchase Orders
Please add a purchase order form so that purchase orders can be created to support an estimate/invoice.
10 votesHi Ron,
Creating a purchase order is not possible through Zoho Invoice since it primarily focuses on the sales cycle of your business. However, you can achieve it using Zoho Books.
Zoho Books is a super-set of Zoho Invoice and an extensive accounting application. It has every single functionality as Zoho Invoice and in addition, you can raise sales and purchase orders and much more.
You can easily upgrade your Invoice account to Books using the steps mentioned here:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any queries, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Dispositioning a pending payment via Snail Mail
A way to show that a payment is in process via specifically, Snail Mail.
1 vote -
Accept offline Payments: Collect Customer Payment info and add it to Invoice
I would like to Zoho invoice have ability to process the offline transactions. Just like other invoice program and shopping carts. Zoho creater is just a form it will not transfer the payment date to creator. I would like it to when customer click on online payment it transfer the invoice due amount to form. Please add the functionality to a Zoho invoice
We already have existing Credit Card Merchant Services Account and ACH account setup with 3rd party. Since we been using them from long time, so we are getting a good rates and we don't like to change…1 vote -
Indian Payment gateway Rozarpay
We need more payment gateway with zoho due to rozarpay is creating monopoly business and offering unusual payment terms which is not as per industry norms. they offer 15 days settlement time to us where as on same business payu and cc avenue are offering T
=1 day1 vote -
Attaching updated invoice with the thank you note
It would be helpful if the updated invoices attached to the thank you note for the payment
1 vote -
Need to have the billing card person's name listed on the receipt/invoice
I need to have the billing card person's name listed on the receipt/invoice. How do I set that up? That way with multiple credit card payments, we know who paid what.
15 votes -
Customer Data Transfer to CC Payment Form
Have all the customer data transfer to the CC payment screen. Would save hours of work time in a week! Thanks.
1 vote -
Direct Deposit
Would love to be able to grab a direct deposit feed from the bank and assign payments to invoices
12 votesHi there,
Hope you are doing great !
In Zoho Invoice, it is not possible to integrate your bank account ; Sorry about that.
However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.
If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.
Regards,
Reshma. -
PayUMoney / PayU Payment Gateway
PayUMoney provides free gateway to merchants. Please integrate or provide hooks for generic gateway
46 votesHello everyone,
While there is no direct integration between Zoho Invoice and PayUMoney yet, you can make use of the Razorpay integration, which supports payments through PayUMoney wallets.
Yes ! Razorpay is an Indian payment gateway that supports payments through all the major debit and credit cards, UPI Payments, 50+ netbanking banks and popular wallets like PayUMoney.
You can setup the integration using the steps mentioned here :
https://www.zoho.com/in/invoice/help/integrations/online-payments.html#razorpay
If you have any queries, you can reach out to us at support[at]zohoinvoice[dot]com
Cheers,
Reshma. -
Using all fields from Invoice in Payment-Thank you template
When creating a Payment-Thank you template, it would be great to be able to use all the fields from Invoice, including custom fields, as placeholders. This would help us have more personal thank you notes with reference to the content of the Invoice.
4 votes -
Redirect URL to take customers to a custom page on successful completion of a payment
Once a customer clicks to make a payment and completes a payment successfully, the customer is taken back to the invoice page.
This is confusing to customers as they don't know what they are supposed to do next.
This also doesn't allow us to take the customer to a Thank You page.
Could you please provide a redirect URL option, so customers can be taken to a custom page on successful completion of a payment?
Thanks.
2 votes -
service tax
In our business some customers submit and pay taxes to the government directly which is different from tax withheld. FOR EXAMPLE:
AMOUNT IS: Rs. 100000/-
Service tax @14.5% is 14500/-
Total Payable is = Rs.114500/-
Now I will paid in the following manner
TAX withheld 10% which is Rs.10000/-
Service Tax will be paid by the customer it self: 14500/- (submitted to government on our behalf)
Net Amount paid to me will be Rs. 90000/-
So you already have tax withheld feature.
I just want multiple tax withheld options and to rename it for accounts purpose as this is service…6 votes -
Notification before credit card expiry
It'd be great if a user could send automated reminders before some time,say 2 months before credit card expiry of his customers
9 votes -
Mobile Money Payment Gateway
Mobile money Transfer as a payment gateway.
Integrate for Instant Payment confirmation using pay-bill numbers and transaction codes for mobile money payment systems.1 vote -
Check Return
I got a check from the client i emailed him the receipt but then the bank rejected the check as the name mentioned on the check was wrong. We should have a provision where we can put in a check return activity and print it so that we can claim a new cheque from the client and also an email can be sent to the client stating the reason for the check return.
This is very important
1 vote -
by default disable the option, 'send receipt thank you note' while recording payments.
By default, disable the option 'send a thank-you note' while recording payments so that you can select it only when you want.
1 vote -
Tips Payment
I think it would be nice if Zoho could also record a tips payment from customer.
Currently when a customer gave us a tip we can't include it into our Payment record. Instead, it will be noted as "unused amount" which we'll then have an option to return this excessive money.
29 votes -
253 votes
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