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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To show the mileage value as the quantity on the invoice as well as the mileage rate charged
The Mileage expense works well. However, instead of showing the mileage quantity as "1" on the invoice and the rate as the total, it should be able to show the miles traveled as the Quantity and the Rate used such as 0.535. Some clients require these details.
4 votes -
Work order creation?
I think it would be a great idea to add the work order creating as well.
4 votes -
W9
A W9 form that can be kept on file with our invoices for clients that request W9 with an invoice
4 votes -
Dual currency invoices
I would love to have an option that would allow an invoice to have a total displayed in the local currency as well as a base currency (such as US$). This could be facilitated by the currency module and it would allow for invoicing in the local currency while also accepting payments through PayPal for those of us who live in countries where the local currency is not supported by PayPal.
43 votes -
Packing list
Packing list with product size, gross weights, and cubic meters would be helpful for companies doing importing/exporting business.
8 votes -
retainer balance remaining
it would be good to see the amount of the retainer balance remaining by customer. In the retainer screen there is a "balance" section, but this shows the balance outstanding and uncollected. As a retainer is a pre-payment by a client, showing the balance due is irrelevant. A better field would be the total retainer remaining (i.e. total retainer paid minus any retainer payments applied).
11 votes -
credit card surcharge
Add feature so you can automatically add a credit card surcharge if that payment option is followed.
623 votes -
Custom Invoice Filename
Add the ability to change the name of PDF that is sent to customer
Ex: INVOICE#####CUSTOMERNAME.PDF22 votesHi,
In the email preview page (the page that appears when you hit the “Save and send” option), if you scroll down and click on the invoice PDF title, you’ll be able to change its name.
However, it’s not possible to automate the PDF filename such that the customer’s name appears after the invoice number. Sorry about that.
If you have any other queries, you can write to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Ability to create and print a Sales Receipt
Under the sales options, in addition to invoice, estitmate, etc,
An Option for Sales receipt should be addedMust has different receipt numbering, and not not be base on the invoice number
Option to print on small size mobile receipt printers
Option to print on small format receipt size paper settings.
Must have on own print template, and not using the Invoice TemplateMotivation:
In my country (and others), there is a differnece between a receipt and invoice.
Receipts are mainly used for Cash Sales, after the payment has been made.Invoices are mainly used to submit to a client,…
47 votes -
Date Stamp as an Invoice Number
It would be great if it can do a "Date Stamp" ( YYYYMMDDHHMMSS) as an invoice number instead of incremented numbers. eg; INV-20160628101255.
8 votes -
Merge invoice
Hi Zoho Invoice is great invoicing app, but if you could add the feature where we can merge multiple invoices together for the same customer, it would be awesome. For customer who have multiple invoices open with us it is aggravating to keep on receiving different invoices and they have complained multiple times, we have tried sending them a statement but they are not happy with that since it shows totals but no explanation of the invoices.
411 votes -
Allow Edit to Add Attention Content for individual invoices
Currently, the Add Attention Content in the invoice template area can only be edited in the Template area. The problem is that for particular customers with different contracts, there may be different contacts who need to be the Attention Contact for different invoices. There needs to be a way to edit the Add Attention Content on a per invoice basis.
5 votes -
Deposit Invoice & Multiple Invoices
One project can have a payment schedule with 4 separate payments:
1 - Deposit
2 - 25%
3 - 15%
4 - 10%Most clients require separate invoices for each payment. At the moment you can't do a single invoice total with 4 different invoices that are tied to that invoice total.
191 votes -
Add a Date column to Invoices
I am a SEO and Website guy with multiple clients. When doing work for clients, I often do work different days of the week. I would like the client to be able see what I did on each day. Less important, but perhaps a good idea, it would be good to be able to run some sort of report against, what work was done on what day (or days) across all clients.
10 votes -
Subtotal for group of items
This feature will enable the customer to have subtotals for a particular group of items in the Invoice.
125 votes -
Allow business days for Terms, not calendar days
Currently the terms are set up to allow Net 15, 30, etc., but the overdue notices and email reminders are based on calendar days, not business days, yet all my clients operate on business days when processing invoices.
I realize you can change the calendar days that "Net 15, 30 etc." stand for, but this workaround doesn't take into account federal non-working holidays, which also should not count toward the net days.
So right now, when I get a reminder that an invoice is overdue, it's technically not because Net 30 is really 40 calendar days, or more if there's…
6 votes -
Draft invoice date automatically updated when sent
We often use draft invoices to keep track of ongoing work and then send the invoice once the work is complete, the problem is the invoice date is fixed at the date the invoice was created which can cause problems when the invoice becomes overdue earlier than it should.
Currently we have to remember to edit/change the date every time we send a draft invoice but I'd like the default to be today's date or at least have the option to specify this behaviour in settings.
7 votes -
multiple overdue invoices statement
If there are multiple overdue invoices for a single customer, instead of sending multiple reminders for theses invoices it would be better if an automatic statement is sent which lists all the unpaid invoices, their statuses and the respective due dates.
128 votesHello everyone,
As a first step towards meeting this requirement, we’ve provided the option to attach the list of unpaid invoices and send it to your customers. It will be available while choosing to email the customer statement.
You can take a look at this help document to know the steps:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
(Refer “Send list of unpaid Invoices”)Earlier, the customer statement cannot be customized to filter a specific set of invoices and we believe this enhancement of sending the list of unpaid invoices alone would serve as a workaround :)
We’ll keep you posted on any further progress on this.
Cheers,
Reshma. -
more invoice auto numbering options must be implemented for same organization
we have 2 diferent kind of clients and services and they are marked with different simbol at invoice numbering (1-1-001 is one and 1-2-001 is secound). We would like thoose invoices to be separated for easier accunting laters ...
125 votes -
sub item in invoice and estimation
Adding a feature which allows sub items to be added to the invoice will further enhance zoho invoice.
This feature is very helpful for business which sells goods for example same work table but with different sizes, doors, photo frames etc.
223 votes
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