Zoho Invoice
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
93 results found
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Fonts
I would like to have the ability to underline or bold or change the colour of the text on an invoice or estimate. I'm not talking about editing a template but actually underline or bold parts of an invoice that are important and should be read as such. Currently the only thing you can do to draw any attention to some important details or put any emphasis on is to CAPS all the text.
I have sent this request in before and for some reason the developers think I'm talking about editing a template but that's not it. If I'm…1 vote -
.DOCX Customisable layout for Sales orders, Delivery Notes, Invoices etc
instead of HTML option which is not very user friendly, have customisable .DOCX templates for all layouts like the competitor Xero.
this uses merge fields and can be edited using MS Word for example - very easy to use and can get documents looking exactly like you want them rather than being restricted by the very basic templates in ZohoBooks1 vote -
Time entry should assume : when start/stop time entered, auto fill task when only one task on project.
When entering time it would be helpful if the system could auto add the colon when using start and stop time format. Let me enter 0900 instead of 9:00. Stupid yes, but it would save time. Also, if the system could automatically select the task when there is only one task listed on a project that would be a big help as well. Both would eliminate unnecessary typing and clicks.
6 votes -
Entering time for time tracking, budgeting, estimates or invoices all the same format
Entering time for for timetracking is done via the "00:00" format. That is great. Entering time for an invoice or estimate, or when budgeting a task is done via the decimal format. This is confusing. I would like to be able to enter always via "00:00", or at least get the chance to choose between them.
2 votes -
Comments in weekly time log
All views for entering time allow comments except the weekly time view. For our business, this is the best view. It would be great to allow comments in this view.
6 votes -
I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks
I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks
3 votes -
Coupon Codes/Tips Field
It would be nice if my recurring clients could have the option to enter a coupon code or tip amount into their estimates/invoices which could change the total amount due. This feature would be a great way for many service based businesses to offer perks to loyal clients.
My clients currently fill out an request quote form on my website (not zoo forms because its very limiting) which allows a coupon code but I have to enter it manually into zoho invoice. This also means that my recurring clients have to re-submit the form each time they want to use…
13 votes -
Font & Format
There needs to be a format and font feature like a word doc when creating new estimates and invoices. This is in the template feature but it needs to be dynamic and available for each individual invoice or estimate. Example, on my last invoice I wanted to highlight that the clients last invoice was over due but I have no way of highlighting it or bolding, underlining anything. Lame.
1 vote -
AUTO PARTS BUSINESS CURRENTLY USING OTHER COMPANY SOFTWARE
I AM USING AUTOFLUENT SOFTWARE IS IT POSIBLE TO UPLOAD ALL MY CUSTOMER INFO TO ZOHO ? IS IT POSIBLE TO CONNECT WITH NEXPART THIS COMPANY IN USA ONE OF THE LARGEST SOFTWARE PROVIDER FOR AUTO PARTS PLEASE CHECK THERE WEBSITE WWW.NEXPART.COM THANK YOU.
1 voteHi there,
Thank you for posting on our feedback forum.
“Is it possible to upload all my customer data to Zoho?”
- Absolutely! You can import all your customer data into Zoho Invoice by uploading it in CSV/TSV/XLS formats. You can refer this help doc to know more about it:
https://www.zoho.com/invoice/help/import-export/#import-data“Is it possible to connect my Zoho Invoice organization with Nexpart?”
- Though there is no direct integration between these services, for invoice creation and other functionalities, you can make use of our REST APIs.
https://www.zoho.com/invoice/api/v3/If you have further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
drag and drop timesheet entries in the calendar view to change the date they relate to
make timesheet entries in the calendar view drag-able to update the date they relate to.
3 votes -
Sync between multiple companies
I have 2 companies that sales products to the same clients (but due to regulatory restrictions it is easier to have to separated companies when you come to this than having one that sells the 2 kind of products... go figure !). Is there a way to have a synchronised client list between those 2 companies ?
6 votes -
Approbation step
Hello,
Do you plan to improve the timesheet functionality by adding a approbation step, holidays, overtime etc like you have in Zoho People?
Regards,
André
1 vote -
Please supports Traditional Chinese characters for PDF font for Payment Receipts.
Currently, some traditional chinese characters are skipped. They can appear in the apps but when we want to print it or download in pdf, they are not showing. e.g. "邨" This word is very common in address but we can not print it out.
4 votesHi Tony,
Thank you for posting on our feedback forum.
The PDF font plays a vital role in rendering the characters on the invoice PDF.
Can you please try changing the PDF font to “AR PL New Sung” (as it supports Chinese characters) and check if the PDF shows up perfectly?To know how to change the PDF font, you can refer this:
https://www.zoho.com/invoice/kb/templates/pdf-font.htmlYou can give this a try and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Setting of yearly/monthly income goals
I would love to be able to set my financial income goals for the year/for the month and have it displayed on the income/sales/expenses chart! Please consider, thanks! :)
1 vote -
Good morning people from Zoho, It would be possible to change the value of Paraguay's PYG currency (there is no such value) to Guarani (GS)
Change the definition of Paraguay currency PYG by Gs (Guaraníes)
1 vote -
1 vote
Hi Nagaraju,
We would like to get more information on your requirement so that we can assist you with the best possible solution.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can discuss further.
Regards,
Reshma. -
Add support for schema email markup
Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.
Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg
Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.
More info here: https://developers.google.com/gmail/markup/
6 votes -
Page number format "should" be in this format # of # e.g. (1 of 2 - 2 of 2)
Dears,
to protect businesses the number of pages should be not as it is already like. 1 - 2 - 3 - 4 ....
it should be 1 of 2 - 2 of 2
where the estimate of invoice shows the actual number of pages for the estimates and invoices.6 votes -
Easy upgrade from mobile to standard subscription
Am completely baffled why this is such a hard process. Am trying to do this currently however I have phoned and am still awaiting the email with directions. Have sent another email, and now the phones are not being answered. Very frustrating.
1 voteHi Nathan,
Our team is working to bring out seamless plan change options and once that is done, you’ll be able to upgrade smoothly.
Regarding the problem you faced, we hope our support team reached out to us and assisted you on this :)
We are just a click away!
Regards,
Reshma. -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We have recently rolled out an enhancement that can serve as a good workaround to your requirement.
You can now print/email the customer statements of up to ‘25’ contacts in bulk.
To try this out:
- Navigate to the “Contacts” tab;
- Select the contacts whose statements you need to print/email;
- Set a date range (The transactions created within this date range will be included in the statement);
- Go for the “Send customer statements” or “Print customer statements” option.Give it a spin and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma.
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