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
-
Please, help me to use the tool
Good morning and thank you for everything.
I would love to use the tool for invoices in my business as a lawyer here in Italy. There are three major issues:
1. In the area "contacts" it would be necessary to have the VAT number of the client, which is compulsory under Italian regulation for invoices;
2. It would also be necessary to have a "withholding tax" field, also compulsory, with automatic calculation of the paiment due.
3. You should be able to combine the effects of taxation (in my field for example I have to charge the client of the…1 vote -
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 -
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 -
More styling options inside the various editors of Zoho Invoice
One of the feature that we missed the most about our last CRM is the possibility to style a bit more the invoices and the quotes. We have found with time that the ability to style some keys parts of our invoices improve greatly the comprehension for our customers.
Basically, we need the possibility to make text red, bold, Italic [...] inside the invoices and the quotes.
3 votes -
customer statement
I think being able to preview custom invoice templates would help greatly and should be one of the next "To Do" things on here.
It would encourage us to use portal for out clients more.
Also, when sending "Unpaid Invoices" to customers, the file sent comes with links to the portal for individual invoices, and the preview on there looks horrible.
At least to be able to remove the link to the portal like view of the invoice when sending "Unpaid Invoices"
If this will not be something that can be done in the near future, at least to have…
3 votes -
remember location in invoice list after saving an invoice
After saving an invoice, return to the invoice list where you previously were in the list.
Currently, when you return to the invoice list, you are back at the top of the list
1 vote -
integrate chat in zoho invoice
It would be very helpful to integrate a chat in zoho invoice. We use all days zoho invoice in different terminals and internal communication is very necessary. I know Cliq exists, but we do not want to have many windows open. Thank you for your attention.
Alvaro Partida2 votesHi there,
Thank you for posting on our feedback forum.
We have recently introduced ‘Web tabs’ in Zoho Invoice which can help you access Zoho Cliq as a tab within the Zoho Invoice window. This can help you access both the apps without having to toggle between multiple tabs.
https://www.zoho.com/invoice/help/web-tabs/webtabs-introduction.htmlYou can try this out and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
It would be awesome if when creating an invoice from a timesheet we could group the tasks by date.
It would be awesome if when creating an invoice from a timesheet we could group tasks by date into a single line item. Currently we can group the same task time entries together into one line item on the invoice but not able to group several different tasks together by date as line item.
So for example if I track time to tasks 1, 2, 3, & 4 on a project for January 10th, I would like to be able to group all 4 tasks together as one line item on my invoice.
4 votes -
Ability to have time for a project included on invoice but hidden from printed copy
When invoicing a project it would be a huge help to be able to flag some entries as to be billed at $0 and hidden on the invoice. This would save time vs having to go through all time entries and mark them as invoiced when this could have been addressed during invoicing by simply hiding the time entry on the invoice. Furthermore if the status of invoiced time entries could include the invoice number the entry was invoiced on similar to 'Invoiced on XXXX' instead of just 'Invoiced' it would help as well.
3 votes -
Net Cost Feature and profit calculator
while im making the invoice with details i need a button of net cost when you open that button it has to be like the invoice you created but without the rates of the invoice so you can add the net cost so in this case you have the invoice and the net cost ( net cost should not be shown to the customers at all it is internal issue )
so from the invoice amount and the net cost amount the company can easily know the net profit
the Estimate feature is not very useful i hope to have…1 vote -
Fatturazione elettronica
Compatibilità con gli standard previsti dalla fatturazione elettronica in Italia che entreranno in vigore nel 2019
31 votes -
Job description on email invoice
I always send invoices and estimates to my inbox for final review before sending to clients. There is no indication of the address of work done on invoice. other then the number, it would be good to have a field at top of email with full job description for myself and multiple mail outs to same client to make accounting easier and faster. I do work for real estate agencies, who multiple task many jobs at once, at present there is no indication on email which job is which. re Tim
1 voteHi Tim,
Thank you for posting on our feedback forum.
We believe “custom fields” can help you with this requirement. Apart from the default fields that the system offers (like invoice date, number etc.,), you can create additional fields, which can be filled while creating the invoice and even displayed in the invoice PDF.
To create a custom field, please navigate to Settings > Preferences > Invoices > Custom fields + New custom field.
In case you’ve tried this out but it doesn’t meet your requirement, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Set due date when converting estimate to invoice
My company is a service based business, so when I send an estimate to a customer, I have a custom date field for a reservation date. For example, The customer is requesting my services for an event at some date in the future. If the customer accepts the estimate, it converts to an invoice but the due date is set to On Receipt. Only the Retainer invoice is due on acceptance, the balance invoice should be set to a date relative to the event, like -5 days.
3 votes -
Scan Receipts directly to Zoho Invoice module
Rather than scanning, saving then uploading a receipt, it would be great to simply scan the receipt directly into the Invoice module.
1 vote -
Relances automatiques de factures
Parametrer les relances pour qu'elle ne soient envoyées qu'à certains types de factures (ne pas les envoyées aux factures prélevées par exemple = dont le mode de paiement est "Prélevé")
1 vote -
Due by the end of next+N months
There is "Due end of next month" but I have a customer who's payment term is Net 120 Days / End of Month. I hope I could customize payment terms not only 'next month' but freely. For instance, "Due end of next 4 months."
1 vote -
invoice - "Save and close"
"Save and close" button
1 vote -
Bundle goods and services under one line i
I would like to be able to bundle goods and services under one line item, allowing for inventory adjustment. For example in QB I have a bundle called "oil change" in that bundle I am able to add items from inventory and add services, the customer only sees "Oil Change" and a total price.
1 vote -
Cloning invoices for multiple dates at the same time
The ability to clone an invoice multiple times for preset dates in one step.
We run a subscription program USUALLY delivering to customers once a week for the duration of a program.
This would greatly help us save time rather than having to clone an invoice + select date, save, and then clone a second invoice using the F1 invoice + select date again, and so on and so forth.
Thanks in advance!
2 votes
- Don't see your idea?