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
347 results found
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Deposit invoice are not present in customer account statements
Deposit invoice are not present in customer account statements but payment of them yes. This distorts the amount still due by the customer.
3 votes -
Add Payments Made to Overdue invoice reminders
If a reminder is sent about an outstanding invoice, adding a field which states the payments already made to that invoice would be great.
So the customer gets an invoice number, the amount already paid and the amount which is remaining/Due.The field is already in the invoice template as "Payments Made" and shows in invoices, so referencing that data into the reminders could be a quick and easy solution to a very much needed function.
0 votes -
1 vote
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Use a real chosen library for auto-suggestion
The current auto-suggest is pretty loose. You can't type a series of words and letters to find :
- a contact
- a productThe order of name has to be respected... This is cool but old and useless. Why not prefere some basic chosen library: https://harvesthq.github.io/chosen/ or vanilla like : http://devbridge.github.io/Vanilla-Autocomplete/ or
https://bevacqua.github.io/horsey/There are plenty :)
2 votesHi Gabriel,
Thank you for posting on our feedback forum.
If you are looking for the search functionality where you can find an item or a contact by any part of its name, I would like to let you know that it’s possible in Zoho Invoice :)
To enable this for your organization, kindly drop an email to support[at]zohoinvoice[dot]com with your registered email address and mention your organization ID so that we can take it forward.
Regards,
Reshma. -
Generate invoices of multiple organisation from single signon and group company concept for customers
The user should be able to generate invoices of multiple organisation (Group Companies) from single sign-on. Also need client level grouping since a single client may ask me to raise invoice on his different companies as per the terms of contract. Group co. concept will help in mailing all bills in single mail to a client and also help in generating effective outstanding recovery MIS
1 vote -
Transport detail
Transport detail
1 voteHi there,
It would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining your requirement so that our support team can get in touch with you!
Looking forward to your response.
Regards,
Reshma. -
Add day level information
Ability to add day level information. See, we are into dairy industry and create invoices every 15 days for each customer. we deliver Milk and other dairy products based on customer need and they tend to change on daily basis for some customer. so we cannot go for recurring invoices. also we cannot create invoice on daily basis, since it will create 30 invoices per customer for a month and very difficult to track. so if there is a way we could include day level information for 15 days service, it would really be great. thats the one feature i…
3 votes -
Apart from normal Discount, there is one more line for additional discount colomn.
Apart from Normal Discount on MRP, one more line for Additional discount, if any.
1 voteHello there,
Thank you for reaching out to us.
If you wish to include a discount in addition to the default discount field present, you can make use of the “Adjustment” field.
For instance, if you wish to apply an additional discount of, say 10$, you can just enter “-10” (Minus 10) in the “Adjustment” field and the invoice amount will be reduced by 10. You also have the option of renaming the field as you wish.
In case you do not have this field while creating the invoice, kindly enable it under Settings > Preferences > General.
Regards,
Reshma. -
latefee
I'm sure you've heard it before, but an automatic or manual invoice update, emailed with a late fee, would be wonderful.
1 voteHi there,
Thank you for posting on our feedback forum. You can make use of the “custom function” automation and add late fee to your overdue invoices.
We have shared the sample code to create this custom function. Kindly refer “Scenario 2” in this link:
https://www.zoho.com/invoice/help/settings/automation/automation-scenarios.html#custom-functions
If you need any assistance in setting this up, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Option to remove contact person name from top of billing address on Invoices - use only "Attention" placeholder
Remove name of clients' Contact person at top of Invoice billing address - use Attention placeholder instead. I cannot find where this is possible in templates nor contact addresses as they apply to Invoice address format. A State Gov. client has a central accounting dept to receive invoices but my billing address 'contact' person is in a different City hence their confusion.
1 vote -
Easily change organization of invoices in edit or list view or by rule
We have multiple organizations leads flowing through one zoho login but multiple organizations in zoho invoice. Invoices automatically appear in our Zoho invoice when converted to closed won as a potential. Would be great to switch the organization of that invoice based on which brand the client is interacting with, thus a different logo, website, contact etc on the invoice to stay official.
1 vote -
ncf
Número de Comprobante Fiscal (NCF)
Un Comprobante Fiscal es un documento que certifica la transferencia de un bien, la entrega
en uso o la prestación de un servicio; mientras que el Número de Comprobante Fiscal es una
secuencia alfa numérica con que se identifica un Comprobante Fiscal y otorgado por la
Dirección General de Impuestos Internos (DGII) a las y los contribuyentes que emitirán
comprobantes.
me gusta mucho este programa, pero para poder usarlo aqui en republica domicana necesitamos eso3 votes -
I need a filter logic "Not Equal to"
Sometimes I need to see all Invoices except one special customer, I found there is no logic for "Not Equal to", there is only "=", what kind of programmer will do this kind of work ?
1 vote -
Add metadata to the pdf files (author, title...)
These metadata are visible when the client opens a pdf invoice. It would be nice if the software automatically added the title ("Invoice ###") and the author (Company's name).
1 vote -
1 vote
Hi Jeff,
In the email preview page, if you press the Enter key, it would only place the cursor in the next line of the text area. Only if the “Tab” key is used and the mouse position is changed to the “Send” button, hitting the “Enter” key would send the email.
Having said that, you can reach out to us at support[at]zohoinvoice[dot]com so that we can assist you better.
Regards,
Reshma. -
Modify the order of fields in Invoice
Currently only the order of custom Item fields can be modified, but the default fields like "Quantity", "Rate" etc remain where they are. Can we please have the feature to completely customize and modify the order of fields in the invoices?
2 votes -
Make the PDF Invoices not filled with errors
Right now when you input a $-based discount, it shows up on the PDF as a 0% discount still, so you effectively can't give accurate $-based discounts. Also, after inputing new customers, the addresses are not displayed correctly on the PDF. For the billing address, inputing "Chicago, IL 60603" results in "Chicago,IL 60603" on the PDF. Note the incorrect spacing. On the shipping address, it appears as "Chicago, IL60603" again with incorrect spacing.
3 votesHi Jon,
Thank you for posting on our feedback forum.
First, we would like to clarify that there are no technical issues at our end that could potentially cause the errors you’ve mentioned. To resolve this, we would like to get in touch with you. Hence, it would be great if you can drop an email to support[at]zohoinvoice[dot]com with your contact details.
Regards,
Reshma. -
Generate invoice and delivery note when only partial delivery is done
Generate partial invoice and delivery note when only partial delivery is done
6 votes -
1 vote
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Ability to sort invoices by "payment method"
Currently, there is no feature to allow sorting by "payment method". This is really helpful in determining how much of a business is run on cash or credit.
1 voteHi Andrew,
Since the invoices can be both paid and unpaid (leave alone the draft and void ones), it would not be possible to sort invoices based on the payment mode.
However, the payments listed in the “Payments Received” section can be sorted based on the payment mode.
Kindly try this and let us know if it helps.
Regards,
Reshma.
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