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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Allow UK, US and India-based companies to set EUR as base currency. Stop discriminating against us.
Please stop discriminating against UK, US and India-based companies and allow us to set EUR as base currency like everyone else can.
In my trade, everyone working internationally works in euros, since almost all our clients are based on the continent.
One of the consequences of not being able to set euros as our base currency is that we have to jury-rig a fake 1:1 exchange rate in order to be able to use the Items feature with standard rates. But this is just one example.
3 votes -
Fatturazione elettronica
Compatibilità con gli standard previsti dalla fatturazione elettronica in Italia che entreranno in vigore nel 2019
31 votes -
comma and dot when editing invoices
In my language i type comma for decimales - not dot. I have changed the language in the settings and the final pdf's are shown correctly, but when I choose to edit, then I can't type comma, but is forced to type dot which is not natural for me. Don't know if I have done something wrong, but it is a bit anoying :) .. could you fix this?
1 vote -
Future Revenue reporting
There is no feature to enable a report of future revenue forecasting. Many of my contracts are multi-phase deliverables with revenue milestones. For example, I may have a $100,000 contract with 4 milestone deliveries each with $25,000 revenue item. I would like to be able to schedule these future invoices in Zoho and have a report that shows not just past invoices paid / sent but planned invoices grouped by month going forward. Please let me know if this is possible.
2 votes -
I would like to close last year and start new one in order not to get confused
I need to get a feature that shows invoices in folders, each year in separate folder.
1 vote -
custom field for delivery note
custom field ex: delivery date...etc. for Delivery Note
3 votes -
Tax method validation
When creating a new line on an invoice, sometimes I forget to enter a Tax Method. I would like to have a warning if I try to Save an invoice in which a line item does not have a Tax Method.
3 votes -
New field below the "Bill to" section
Which can be modified on a case by case basis, without needing to go through the contact list
1 voteHi there,
While creating the invoices, if you click on the billing/shipping address, you’ll be able to view the ‘Attention’ field. Kindly check if it would be suitable for you to add the necessary detail (you want to display) in this field.
Entering the information in the ‘Attention’ field can help you save time as you can do this right from the invoice creation page (without having to go to the contacts list).
By inserting the placeholder for “Attention” in Settings > Preferences > Contacts, you can display this field in the invoice PDF too.
If you have any further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
1 vote
Hi there,
Since inventory tracking is not available in Zoho Invoice, your requirement cannot be met directly. However, you can upgrade your Zoho Invoice account to Zoho Books to achieve this.
In Zoho Books, you would be able to maintain inventory for your items and also configure the settings to receive an alert when the stock goes below the re-order point.
You can refer this link to know how to migrate your account from Zoho Invoice to Zoho Books.
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, feel free to reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Support for persian language in invoice
please add persian language in invoice
3 votes -
Please implement deposits
I understand we can use the retainer system. But that is a pain because you have to essentially create two invoices, link them up, etc. etc. It's also confusing for clients. A better solution would be to have a field that is similar to adjustments where you can enter in a percent and once they pay it, the invoice will be marked as partially paid. When work is complete, you just send the invoice again and they can pay the remainder. One workaround is to allow partial payments and add a custom field that shows the deposit amount, but then…
16 votes -
Add QR Code field on printed and PDF invoice
Need the ability to have a QR or Bar Code on the invoice. Either create a QR Code field and allow a current field(s) to be selected like invoice number. Or create an image field where we can link out to a QR code generator. The QR code would be used to automate such things as delivery, payments, and status changes.
6 votes -
Formatting content within "Terms & Conditions", and "Customer Notes"
Allow rich text formatting so that elements or words within the T&Cs or Customer Notes can be highlighted in Bold, or Italics or Underline to ensure those points stand out.
2 votes -
Being able to associate multiple currencies to a client for invoices and expenses
My clients ask for invoices in GBP, EURO and USD but I must report locally in AED. I need the ability to invoice in a foreign currency, receive funds in that currency but pay expenses in local currency. A major flaw to only have one currency associated with a client.
8 votes -
Option to Disable Invoice by Email
Sometimes customers don't need the invoice, If I buy from eBay, amazon, rarely I get any invoices from the person where I bought the item - This is normal! Please add the option to disable emailing the invoice to clients.
Vote!
Thanks!
47 votes -
Option of having discount being calculated on base price rather than MRP
In retail segment we usually quoute margin to customer which means landing price to customer shall be MRP/(1+Margin). In Zoho we currently have option of Discount which calculates final price as MRP*(1-Discount).
Can we add an option in invoice as Discount % to be applied on Price Inclusive Discount or Price Exclusive Discount. If it is Price Exclusing Discount, system should calculate it as 30% on MRP/(1+discount%)
2 votes -
HSN code font size
HSN code when display below the description.. its font size should be same as item description....now it is very small
2 votes -
Invoice number be a sequence of year, month and day (YYYY,MM,DD)
Invoice and estimate number be a sequence of year, month and day (YYYY,MM,DD)
6 votes -
Option to Mark Item as Free
During Invoicing Items there should be an option to mark few or all items as Free items so that the corresponding item Amount becomes Zero and GST amount is also adjusted accordingly to Zero. This feature is useful if we are creating invoice for ‘Sample Items’ or if we have offers like ‘Buy One Get One Free’
8 votes -
electronic invoices
We'd like the ability to create and send an electronic invoice, for instance in XML format instead of a PDF.
12 votes
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