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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Font Colors in Notes and Terms & Conditions.
It would be nice to change the Font Colors in Notes and Terms & Conditions.
7 votes -
Auto Suggest (taken from your previous Tasks) you can easily edit when logging time into timesheets.
Before i used Zoho I had used 'Paymo'. They had a very useful feature that Zoho does not.
Whenever you type a 'New Task' as a timesheet entry it would be really good if an auto suggest kicked in. Auto suggest would pull from text from your own previous task entries. This saves you retyping project names and descriptions multiple times and allows you to reuse and easily edit previous task text instead.
Auto suggest Example of previous typed task:
"FILTER Wrapper Design PDF 1"Select it and easily edit the 1 to a 2 and submit
"FILTER Wrapper Design…2 votes -
Create a recurring invoice from a sales oppertunity
Convert an opportunity in to an invoice that can be billed every month. We are a SaaS provider and would like to make it easier for our accounts to make sure that new opportunities are not missed.
1 vote -
To much space taking up in invoice when mixing Task and Items.
To much space taking up in invoice when mixing Task and Items.
When i make an invoice, which includes Items and Task
The Task rows (top) takes up to many space below the task.
After the ITEMS has been listed, there seems to be a lot of BLANK white wasted space, which leads to just a small piece of text over flowing to page 2.Is it possible to adjust the space between the last item on the row, so that you don't have so many wasted space below
1 vote -
Automatically Invoice Unbilled Timesheets on a Recurring Basis
Please add the ability to automate creating invoices from unbilled time every week, two weeks, monthly, etc.
17 votesHello everyone,
We are so glad to inform that we have provided the option of creating recurring invoices to projects in Zoho Invoice.
Based on the set frequency, the system would automatically look for unbilled hours of the project and create invoices automatically.
To make use of this, you can switch to the Timesheet tab, select a particular project and proceed with New transaction > Create Recurring Invoice.
If you have any clarifications, you can drop an email to support[at]zohoinvoice[dot]com.
Cheers,
Reshma. -
Files for Download
Being able to attach any kind of file either from computer or dropbox/cloud for client to be able download after invoice is paid in full.
6 votes -
Automatically calculate shipping charge based on Total Invoice value
Ability to set up list of standard shipping charges. Shipping charge automatically calculated on Total Invoice value.
I.e.
If Invoice value<$100=Shipping charge of $10
If Invoice value<$500=Shipping charge of $ 5
If Invoice value>$500=Shipping charge of $01 vote -
Ability to search client payment reference#
Although clients should put my invoice number in the payment reference field so that I can trace the payment and match it with the correct invoice - they don't. Often they don't send a remittance either. It would be of great help to be able to take their (arbitrary) payment reference on my bank statement and search for it in my invoices in order to check it isn't registered against more than one invoice.
3 votes -
Need Pleaceholders for: Item Unit Price including TAX and Item Price After Discount
My customers need to see Item price and Item price including TAX too!
Please help.Also, we need to have Item Rate after discount placeholder
1 vote -
Option to select multiple / all projects for invoicing
Create an option (Picklist) to select multiple / all projects for invoicing.
If you are working on several projects each month and you want to invoice all unbilled project times to a client for a certain period you currently have to pick each project one by one.
7 votes -
Entering Time on Invoice
It would be great if I could add time entries on invoices on a weekly basis. For example, I would be able to enter the date for the first of the week and the date of the end of the week and it would pull in the time for that client. So instead of just adding time up to a certain date, I would be able to add only tasks for specific weeks onto an invoice.
6 votes -
ability to add specific pay dates and amount.
ability to add specific pay date request and amount, which we can display per the invoice
2 votes -
Zoho Invoices iOS Attachment Support
Zoho Invoices's iOS app only supports iCloud integration. I will like to see Zoho Invoices integrate with Dropbox and Google Drive. Also, it will be great if a storage area can be added where some of the common files can be stored which are accessible while sending invoices from both the mobile app and online portal.
3 votes -
Option to select discount type while creating invoice or estimate
It would be nice is when you are creating a Estimate or invoice to have the option to select whether to discount at the item level or at the Totals level.
Because you do have situations when you want to discount one particular item but not the other and its a pain that we have to go to setting and change the template for the one quote and then have to go back and change it back again.
9 votes -
Ability to link an existing invoice to a project
Should provide the feature where an already created Invoice can be linked to a project just like how an expense can be associated to a project.
15 votes -
ADD: Purchase confirmation Form
Our clients often ask for a confirmation of their order.
Lay out might be like the invoice form,
adding extra information:
1. Expected delivery date (date)
2. delivery partner (lookup table)10 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 -
Snail Mail Invoices Tracking
Allow an option to pay for a registered mailing of the invoices for proof of delivery (or any other form of proof of delivery in the system)
9 votes -
Ability to insert items anywhere in the invoice
In our business (water well services) we often have more than one visit to a well or windmill. this means I have more than one entry for labor. I like to describe the work done on each visit, listing them separately. I often wish I could insert new data where I want it to be instead of having to only add onto the bottom. I usu. have to open up a new instance of the invoice so I can use it for reference and then edit another instance of it, deleted and rearranging the items as I want them. very…
1 vote -
Notify or block users from generating an invoice related to an order that has been previously invoiced
Currently I am able to create an invoice with the exact same order number as an order that has been previously invoiced. I would like to see a notification appear when the same order number is entered on an invoice to avoid creating a duplicate invoice.
1 vote -
schedule invoice sending
Scheduling the sending of invoice can be done for recurring invoices but not for one time invoices.
It would be nice to be able to set a date and time for the sending of invoice for the case where the service is known to be finished on a given date and that you'll be vacant and away from the keyboard (on holidays) for weeks4 votesHi there,
Yes ! You can now set a date on which the invoice has to be sent :) Just schedule your invoices and carry on with your vacation, while Zoho Invoice takes care of the invoicing part.
Check it out here – https://www.zoho.com/invoice/help/invoice/sending-invoice.html
Regards,
Reshma.
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