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
-
Add a Payment Schedule to invoices
I'm offering my customers payment plans on their purchases for 3, 6, 9 and 12 months. I would like to be able to create a single invoice with their total amount, and then a payment schedule so they can pay their invoice monthly for a specific amount (amount depends on their payment plan terms). This way they can keep track of their remaining balance and have the option to pay more at any time to pay their balance off early. I don't want to use recurring invoices because this would not be the best way to manage their purchase. The…
3 votes -
auto update of manually set date fields within invoices
Our services are performed over a monthly period of time that remains that same from month to month, yet the invoices must show the service period. We have set a From/To set of dates for invoices. Is there anyway to be able to either auto-update or bulk update on these fields?
1 vote -
Display applied Price list name/discount on the invoice
Currently, when using price lists to discount products for particular customers, they have no way of knowing/confirming/appreciating the gesture.
Please add an option to display the applied price list name/discount on the invoice so that the customer sees the fact that he received the discount.
Many thanks.
3 votes -
pro forma
would be great to have an option to create Pro forma invoice and after Final invoice for the same order
1 vote -
Europe: link specific client to specific national TAXrates and Invoice Template
In Europe a company can act with several national Tax numbers in the different EU countries: French tax number for France, Dutch taxnumber for Netherlands, etx;
Due to the different tax regulations in the different EU countries it would be useful to link specific clients to specific taxrate and to a specific invoice template. For ex. french client linked to french Taxrates and to the invoice template for french clients3 votes -
0 votes
-
Add appendix to estimate and create one pdf
I often have additional notes and conditions that i'd like to share on a per proposal base. I don't like always that they are in seperate attachments. I'd like to see the following enhancement of the solution:
Adding attachments to an estimate and merging them to one PDF when client views estimate.
Providing this option to do this on a per estimate base would further enhance the solution.
3 votes -
Tracking Refunds With Their Invoices
I need to be able to see refund status when looking at the paid invoice. Even if it only says if it has been refunded or partially refunded, I'd get so much usefulness out of that, and for that information to be included in exports of invoices.
3 votes -
allow a different email address to be used for the reminders.
allow a different email address to be used for the reminders.
1 vote -
añadir la opción de pedidos y la de albaranes y que se pueda convertir de pedido a albaran y de albaran a factura
Seria de mucha ayuda si se añadiese la opción de crear pedidos y albaranes. También convertir un pedido en albarán y un albarán poderlo facturar de manera fácil.
1 vote -
allow adding VAT to project hours for recurring invoices
While it is possible to add taxes to items in recurring invoices, I cannot seem to find a setting to add taxes (VAT) to associated project hours.
For now I let Zoho create the recurring invoice, remove the project hours, then add them back with the right tax. It would be nice if this was possible automatically.
Thanks for the consideration!
1 vote -
Develop an option to create Cash Invoice
Please develop an option to create Cash Invoices, without evening entering the customer name.
3 votes -
Need invoice in USD and INR ( for customs purpose) . ?
How do we generate invoice in INR for an export transaction? The invoicing is done in USD . But for customs purpose we need same invoices in equivalent INR.
4 votes -
attach timesheet hours as csv to invoice
My client has asked that when I submit my invoice I put a single line for all hours - the total hours. But then attach the timesheet entries for the hours on the invoice.
Presently I have to send the invoice with the daily time sheet entries. The client finds this hard to deal with. He'd like perhaps a csv with the timesheet entires.
if you could do that option it would be great.
4 votes -
Create a simple import from excel/page feature to update payment using invoice number only
Current xls require too many details and time consuming. Invoice number alone is enough once uploaded review and post payments would be great.
1 vote -
Header details on all pages
All pages should have header details with logo and details of the organisation as well as inoivce number and date etc. The page number should also come in (No. out of No. of pages) format.
I have set organisation logo, names address etc in header field of the template, but still the second page does not have this information. No one can tell that the first and second page belong to the same invoice.3 votes -
1 vote
-
Make labels for "Due by the end of this/next month" editable
In France, payment terms are described either as net or "xx days end of month".
"Due by the end of next month" do the job but I wish I could change this label for "xx days end of month" which is a mandatory legal information here in France.For example: "45 days end of month" means date of invoice + 45 days then last day of month (exactly end of next month in this case)
1 vote -
1 vote
-
Update your help pages!
You know what would be nice? Not spending an hour of my valuable time trying to figure out how to edit a frikkin' address field in an invoice! Your help sections are out of date or just not correct. I just lost an hour I can't get back! You gonna reimburse for that??
1 voteHi there,
We are sorry to hear that! We totally agree that the self-service guides should be intuitive and up-to-date. We ensure to work toward this asap.
We sincerely appreciate your taking the time in bringing it to us.
Regards,
Reshma
- Don't see your idea?