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Zoho Invoice

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If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

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121 results found

  1. Timer to record seconds

    Although seconds are counted in the timer, they are not recorded on the timesheet, and the time recorded is by default rounded down to the nearest minute, which loses a lot of time in the final invoice. I don't want to round up and overcharge my clients. Please can the seconds timed be recorded on the timesheet?

    6 votes
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  2. Workflow limit

    In Automation, currently the workflow limit for each module is 10. This can be increased.

    5 votes
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  3. Detail view in timesheets

    Give us a detailed view for timesheets where we can see the notes

    4 votes
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  4. Deferred revenue

    Need for deferred revenue out of Zoho.

    4 votes
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  5. Start timer for a previous days task without having to log the same task because its a new day

    It would be very handy if I could just start a timesheet from the day before without needing to log the same task over and over again every day I need to use the same timesheet

    4 votes
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  6. Add tags to contacts

    In order to better manage clients from an invoicing point of view, it would be useful to be able to add tags to contacts and then sort them by editable tags.

    4 votes
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  7. 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 votes
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi 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.html

    You can give this a try and send your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  8. Notes Section

    Would it be possible to have a notes section that only the business where the Estimate/Invoice is coming from can see?

    We would like to have a section to add multiple notes for our estimates/invoices.

    4 votes
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  9. Integration of Distributor Re seller relation.

    1. Provision to input Distributor price and re seller price of a product
    2. Provision to issue Purchase order to Distributor against a Purchase order from the customer
    3. Difference of Tax paid to distributor and Tax collected from Customer
    4. Calculate the profit on each invoice
    5. Provision to input invoice details from the distributor
    4 votes
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  10. Allow TimeSheets to be created without a project, just a customer

    I'd like the ability to create a timesheet for a customer and not have it associated with a project. I do retainer billing for my customers and that retainer encompasses multiple projects. I end up having to create a project that's named the same as the customer and place all my timesheet items in there. There needs to be a way to just create a timesheet item and attach it to a customer and not to a particular project.

    4 votes
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  11. Commission on Sales/Invoices

    Separate form to enter commissions by line to correspond with an invoice, to pay commission to client/sales person.

    3 votes
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  12. I want an invoice that has been paid, to turn into a Receipt

    You know how you can turn an estimate into an invoice. Maybe you can make a module for Receipts, which converts an invoice into a Receipt.

    In the Recurring Invoices you can set it up so it will Create, Charge and Send Invoice, when in fact it should Create, Charge and Send Receipt. The definition on Receipt is: An acknowledgment (usually tangible) that payment has been made. So maybe you have the following modules / pages in the left menu: Estimates, Invoices, Receipts and so on.

    The difference between a Receipt and a Payments Received is that the Payments Received…

    3 votes
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  13. provision to issue LPO

    need provision and template to issue LPO(Local purchase order) to suppliers

    3 votes
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    Zoho Invoice doesn’t have the option to create purchase orders but you can do that with Zoho Books.

    Using Zoho Books, you can manage your sales as well as purchase transactions easily. If you already have a Zoho Invoice account, you can easily move it to Zoho Books using the steps here:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    In case you have any questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  14. 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
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  15. Windows 10 Universal app

    Please create a Windows 10 Universal app for both desktop and mobile. The current apps that are available allow me to get by however they lack many features that are available on other platforms and the UI is out of date my many years.

    3 votes
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  16. step customer order

    Betweens Estimate and Invoice, the step Customer Order is need.
    You can have an order but do not create Invoice. It is a temporary step but important to have.

    3 votes
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, it’s not possible to create ‘customer orders’ as such. However, in Zoho Books, you would be able to convert estimates into ‘sales order’s, which can then be converted to invoices.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you further on this.

    Regards,
    Reshma

  17. Have the time entry box refresh date on opening...

    I leave this tab open all the time. I will enter timesheet data and it always adds the date that the page was first opened, not the date that I'm entering the hours worked. I assume the JS variable is being populated on page load, however, if you leave the page open, they all get that date.

    For example, I do work for a client Monday the 28th, and I open Zoho and enter the time. Tuesday the 29th when I go to enter time for work done that day, it puts the date as the 28th.

    It should refresh…

    3 votes
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  18. Create new tasks in desktop widget

    I'd like the ability to add new tasks for a given project directly from the desktop widget.

    3 votes
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  19. Show Totals for Hours on Timesheet Filter Screen

    It would be very helpful in the Timesheet detailed client view, to see the total hours displayed in the current graph showing. When you look at a client view under Timesheets/Project it shows the running totals of Logged, Billable, Billed, Unbilled. The graph has the ability to filter by This Week, This Month, etc. and shows the hours by graph. It would be VERY HELPFUL to see a numerical value of the total hours shown in the graph, so when us freelancers are tracking the total number of hours billed for that client for the week so not to go…

    3 votes
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  20. 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
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