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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Spanish characters search
when I search on Spanish customers invoices containing (á, ó, é,... etc) not found
3 votes -
Incluir modalidades de estado de presupuesto (borrador, enviado, rechazado, facturado)
Incluir modalidades de estado de presupuesto (borrador, enviado, rechazado, facturado)
Actualmente solo contempla borrador y enviado y facturado, pero no encuentro forma d e poder indicar que un presupuesto esta rechazado
1 vote -
search criteria
can we have a search area for invoices or customers for not just the customers name.... we need 1 for an address.. in the service industry very rarely will we look up a name when we search.. we always look up address as people change houses.. houses and streets dont change and there maybe numerous people with the same name.... so in short .. a way to search addresses and not customers names
1 vote -
overdue and draft invoices to be up top in the transactions list in the contact profile.
Hi, i would like the overdue and draft invoices to be up top in the transactions list in the contact profile. it is much easier to get invoices settled this way.
1 vote -
Need an invoice option to categorize the charges by date
For service providers, such as consultants, who work on multiple projects for the same customer each day, it would be helpful to be able to provide the customer with an invoice organized by day - showing the breakdown of which projects were worked on and the time spent per project on that specific day.
3 votes -
Add Invoice Balance Field on Payment Receipt Template
Display if there is outstanding balance on an invoice or is simply 0 on a Payment Receipt PDF. This field is missing from the settings. Not sure if it's a bug or a feature. All other invoice fields are there.
2 votes -
Be able to print an invoice with a negative balance
Currently you can only print invoices with a balance. We occasionally need to print with a negative balance or that the customer has a credit.
1 vote -
tax inclusive notation option to change to another language
Even though zoho invoice is highly flexible, I was unable to change this to the language that we need the invoices to be in.
1 vote -
Add Romanian Language
I was able to translate and update invoice.zoho in Romanian in general but there are some obstacles. I am consulting for someone and had to persuade them to purchase this app and they are a young business and this is much more expensive then some options locally but zoho invoice is FAR better and you would increase your customer base by adding this language.
1 vote -
Allow for non-billable hours to be included at zero rate on invoices.
Allow for non-billable items to be imported at zero rate on invoices. This allows for items to be shown on invoices but not billed for.
3 votes -
Refresh button easy access
Refresh button easy access.
Most pages the refresh button is either hidden within the drop down button list so it would be a hassle to hunt for it and doing it with 2 clicks or more.
1 vote -
Retrieve deleted invoices
It would be nice to be able to retrieve deleted invoices. Allow deleted invoices to remain in the system for 30 days before being permanently deleted from the system.
1 vote -
from estimates we need another link to make a performa invoice so that we do not need to make it separately
From estimates we need a link to make a performa invoice so that we dont need to make them separately and a link is not broken between estimates an invoicing stage
5 votesHi there,
Thank you for posting on our feedback forum.
We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.
Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.
Regards,
Reshma -
Simple non itemised invoice template for service providers
For service providers who do not have itemised sales, a template with description and price columns only, but without items, quantity or rate columns would be much tidier.
4 votes -
Be able to delete a contact person from a recurring invoice
Be able to delete a contact person from a recurring invoice
1 voteHi Ron,
If you wish to remove a particular contact person from receiving the emails of a recurring invoice profile, you can just edit the recurring invoice, remove his/her email address from the “Email To” section at the bottom and save the changes.
Once this is done, that contact person alone will not receive emails of the invoices created from that profile thereafter.
Hope this helps :)
Regards,
Reshma. -
Customizable pop-up or a post-it note in invoice module.
Customizable pop-up or a post-it note type entry that is attached to the accounts/invoices and a flag shows up in various views and reports to quickly zoom in ion specific invoices.
1 vote -
Ability to create packing list from multiple Invoices
As a Production Manager with 40-80 Invoices (and deliveries) per week, I need to quickly create a daily packing list from 15-20 invoices so that we can load our delivery van with the correct amount of each product and get out on deliveries quickly and efficiently.
Today, when we create our packing lists manually, we make mistakes that we don't discover until we're at our customer sites. To correct these mistake we have do a second delivery run which costs us time and money.
4 votes -
Standardize font editing options in templates.
Invoice Template editor
Some font sizes are set in the template for the item such as notes This is set in points e.g. 8 ptSome are set inline in the text editor such as bank details and this is set in pixels e.g. 10px. This means that you can't get to match your font sizes when adding bank details
Also the bank details editor doesn't recognize carriage returns which ends up display a long line of text instead of showing the new lines. when viewed in the PDF.
4 votes -
Pagination of "Notes" and "Terms and Conditions"
Pagination does not necessarily go correctly if the invoice is spread on a number of pages. The headers "Notes" and "Terms and Conditions" should stay on the same page with the following paragraph, not so that the header is the last line on the previous page and the actual content is alone on the next page.
Basic stuff, should work like in text processing, paragraph settings "Keep with next"
1 vote -
Mark Invoice as Paid with Stamp
Just like in QuickBooks when you mark a invoice as Paid the invoice get's a stamp "Paid" with the date when it was paid.
Thank you very much1 vote
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