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
347 results found
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Customizable Lists that contain user identified drop down fields
Is this a possibility?? I have created several drop down lists on my invoice template and I'd like to have drop down lists be active in some/all of these fields..... thanks
1 vote -
ONE screen should display ALL records – Invoice, Credit Note, Retainer invoice
– and allow the user to filter the ones they want to see
1 voteHi,
Thank you for posting on our feedback forum.
The leftbar (the leftmost pane) of the Zoho Invoice interface lists the different modules like Contacts, Items, Invoices, Estimates etc.,, giving you the option to access any module at any time. Moreover, if you would not require a particular module, say ‘Estimates’, you also have the option to hide it under Settings > Preferences > General.
We also understand that the need to view all the transactions of one particular customer and that’s exactly why we have provided the “Sales” section in the contact details page of each client.
If you have any further queries, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Make activation of client while creating invoice
Often I am sending invoices, and sometimes it is an inactive customer... but when I FINISH creating the invoice, it won't send or even save as draft until active, which I just realized AFTER it is done. Would be great not to have to recreate invoice after activating since no way to save it.
1 voteHi Kristen,
Thank you for posting on our feedback forum.
We would like to clarify that, once a contact has been marked ’Inactive", it is not possible to create any kind of transaction for that client.
In the Contacts tab, if you choose that contact, you can only see the “Mark as active” option. Only if it is chosen, you can have further transactions with him/her.
Also, inactive customers won’t be listed while creating transactions.
If you need our assistance on this, just write back to support[at]zohoinvoice[dot]com :)
Cheers,
Reshma. -
Increse Payment Button and Make a Payment Text Size
On the invoice, obviously the most important thing is for us to get paid. However, you porvide a TINY payment button and payment text, with NO options to change the font size or size of the button.
This is BAD as customers miss this. The payment option should be large enough to stand out and for customers to see it easily to make their payment. Again - payments are the most important part of invoices!!!!
7 votes -
FACTURATION A L'AVANCEMENT
Nous aurions besoin de facturer à l'avancement avec un pourcentage affecté sur chaque poste du devis.
Dès lors, chaque devis validé doit être facturable en plusieurs fois et chaque nouvelle facture doit pouvoir déduire automatiquement le montant total facturé (cumul des factures passées).
1 voteSalut,
Merci de poster sur notre forum de rétroaction.
Il serait utile si vous pouviez élaborer votre exigence et l’envoyer à support@zohoinvoice.com~~V afin que nous serions dans une meilleure position pour vous aider.
Cordialement,
Reshma. -
Support for Khmer language
In Cambodia, both English and Khmer are used in invoices.
1 vote -
Add a sales code to invoice number
Be Able to Add a sales code and then allocate that to the whole invoice e.g
Invoice 200 = Software
Invoice 201 - Hardware
Invoice 202 - Consultancyand then have sales report by the sales invoice code.
4 votes -
To be able to look at the attachments that were emailed including the invoice and other documents from the activity history log
Currently a user can email an invoice and during the process there is a button to add other documents. Then the user can send this email which includes the invoice and any other documents selected. I would like to be able to from the activity history log that is just above the invoice, to be able to click on a link that will let me look at exactly what what sent. All documents.
2 votes -
Minimum payment option
It would be awesome if you could set a "Minimum amount due" that your client can pay after checking the "Allow customer to make partial payments for this invoice." option.
This way you could send your client there full invoice at the beginning of a project, with a minimum payment do of %50.
3 votes -
Ability to toggle "Notes" and "Terms & Conditions" fields on/off
As a freelancer, it's very rare that I need "Notes" and "Terms & Conditions" fields – especially those that apply to every single client. I'd like the simple ability to toggle them on and off in all the invoice templates.
4 votes -
Receive notification on Record Payment
It would be nice to receive a notification not only after an online payment but also when an agent manually record a payment. This notification should be also propagated to slack.
3 votes -
Delivery Calendar
It would be nice to be able to have a delivery calendar that integrates with a field in the invoice. That way, we know what invoices/delivery notes are scheduled for what day by looking at a calendar.
5 votes -
API invoices: output should contain a field 'project' if an invoice is related to a project.
I query a list of all invoices through the API to process in different software. I need to see what projects the invoices are related to. This field is not present in the output.
1 vote -
Through API list all invoices belonging to a certain project
In the API I can pass parameters to search invoices by all sorts of fields; I need to search by project.
1 vote -
Social media icons on invoices/quotes Template
Social Media Icons on ALL templates (Invoices, Quotes, etc) with links integration! PLEASE!!!
And more freedom within the template text editing... How to make the titles of my templates bold?
10 votes -
Adding default tax per line item
The option to automatically have the default tax set for every line item in an invoice.
3 votes -
ability to update project invoice with new timers if they have been added
After an invoice has been created for a project, if a new timer has been added to this project, it would be great if I was able to update my invoice with this new timer entry from my timesheet without having to delete my current invoice just to add this new entry
4 votes -
add notes in the section products
Would it be possible to include notes in the section products? I would like to manage these notes with permissions for diferent roles of users.
And these notes, not visible for customers.1 vote -
advance invoice inclusive tax
is it possible that you can add the tax in the advanced payment?
thanks for your feedback
M.3 votes -
Foreign currency convesrion should be include in the invoice
We need to put exchange conversion rate in INR in all our foreign currency invoices.
4 votes
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