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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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 -
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 -
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 -
Support for persian language in invoice
please add persian language in invoice
3 votes -
Grafic Models/Templates Editor
To create / edit a template is very difficult with the tools that are at our disposal.
So I propose that you have an editor with a graphical user interface so it would be easier to customize the templates as if we were editing a doc in the word style.
Ex: Ready-made tables (images, product-quantity-price-total-amount etc.) that can be dragged and dropped wherever we want and inside the various text or image insertion options)
Graciously;
Agostinho Quidaúla
1 vote -
Italy invoice XML form export. Italian Gevernemente requires this documents from January 2019
Hello,
zoho invoice will be prepared by the end of this year to electronic invoicing (xml and sending) according to the new Italian legislation?Please give us an answer so that we can organize quickly.
Thanks to the availability
PS. Consider that it is mandatory therefore not to update your system will make you lose all Italian customers by the end of the year 2018.
31 votes -
discount amount display on invoice
currently the invoices display "Discount %" regardless if im discounting a $ amount or a % amount. eg. 25% and $25 is very different. This is confusing to customers. Can it somehow show these numbers more clearly?
1 vote -
multicurrency
I used to issue invoices to my clients in multi currency, not only one. It is missing very much currency selector each time when issue invoice. Life is life - clients sometimes wants to get invoice in EUR, another time in USD.
1 voteHi Michael,
Thank you for posting on our feedback forum.
Though it’s not possible to invoice a single contact in multiple currencies, you can clone a contact, change the currency alone and create a new record. This way, you can have two records to invoice in both the currencies.
Regards,
Reshma. -
Send invoices from my email so that it does not get caught in spam
My invoices are ending up in my clients spam folder. It would be better if you could integrate with the popular email providers, like gmail, so that the invoice gets sent from my own email address that my client is used to so that it does not get into their spam.
1 voteHi John,
Thank you for posting on our feedback forum.
When it comes to delivery of emails, the reason for them getting bounced/being landed up in SPAM or not being delivered could be due to multiple factors.
Though we’ve taken all possible measures to increase the delivery rates of emails, a few cases like this can happen even due to stringent policies set by the recipient domain (your clients’ mail client). Hence, it needs to be analysed on a a case-by-case basis to know the cause and find the right solution.
We request you to drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma -
Calendar Integration?
Let's say you're a small hire business and you've created an invoice for 'bob'. it would be really cool if Zoho could be connected to a calendar and your invoices are automatically created into events that include all the important information from the invoice; like the location, amount due, items ect
1 vote -
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 -
Option: how customer wants his invoice, by email, or snail mail, etc.
most of my customers want Invoice by snail mail, but some by email. I have difficulties to remember who wants it by snail mail or email. If there is an Option to mark a customers preference it would help.
thanks2 votes -
Option to print the received payment history and Notes for an Invoice when printing (or exporting to PDF)
I want to be able to (optionally) print the Part-Payment Receipt records and Notes for the Invoice when when printing (or exporting to PDF).
1 vote -
Timesheet Weekly Log: Carry over entries from previous week
When entering the data in weekly in the timesheet, if the week you are entering has no task entries, bring the ones from previous week.
Most of the time my employees use the same tasks every week and they have to select them every time the click on next week. It would be nice if they were carried over.
3 votes -
single page with option to Create invoice and receive payment
I want a single page where i can create an invoice and do receive payment at same time as my customers have already paid in advance
3 votes
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