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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Edit Delivery Note Information before printing
I know that the feature exists for delivery notes, however, it is very limited in that you cannot enter information about the item you are selling. In fact, it is basically just a slightly summarized version of the invoice, which makes little sense. It would be great if for example, when you select 'Print Delivery Note', that you are given an option to edit the information so that things such as serial number information, etc. can be added and remain separate from the invoice. I hope you understand what I'm asking for. Thanks.
5 votes -
Flag for invoice with credit note applied
Hello, good morning.
I was wondering if it was possible to apply a flag to an invoice to which has been applied a credit note. When I am gathering all invoices for tax purposes it could be helpful to quickly see which invoice is valid and which one has been credited.
Thanks8 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 -
I would like the capability to add additional columns to my invoices.
I work with many numbered files for a client. They require that I reference each one. Within each file, there are additional numbers, which I must also reference.
The capability to add, delete, alter or otherwise customize column headers within Invoices would meet such a need and the similar needs of Zoho users.
3 votesHi Deb,
Thank you for posting on our feedback forum.
For your requirement, we believe the “Custom fields” would be helpful. These are additional fields you can add to your invoices. You can create these custom fields under Settings > Preferences > Invoices > Custom fields.
If you have further questions on this, you can vry well reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Customizable line designating audio and/or video minutes.
I work as a transcriptionist and often charge by audio or video minutes, so would like to see a customizable line item on both invoices and estimates where I could enter that number, and possibly also a customizable line item whenever a client happens to have the same number of minutes for each audio or video within a series.
On other occasions, I sometimes charge per-word, so I would like to see a line item to invoice that and also for estimates.
1 vote -
organisation
I modified my standard invoice template (general conditions) and that modified all previously sent invoices.
Therefore when I look at a previous invoice, it is not the same as what the client received anymore!!
This leads to client conflicts.
And my accountant warns me that it's a true legal risk, not to be able to accurately keep the exact sent invoices.
In 2 innocent click, any of my assistants can break the accuracy of all previous invoices...
Sent invoices should not be modifiable anymore, even if templates are modified.
Please :-)3 votes -
skipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices
kipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices
3 votes -
better invoice reminder function
invoice reminders - can you make the emails sent from from the invoice function available? Would like them in the sent folder in mail function.
1 vote -
invoice
Seria importante agregar las ordenes de compra y las facturas de proveedor en el modulo de zoho invoice, al igual tambien agregar la opción de paquetes como en el modulo de zoho inventory
9 votes -
Specify a "retainer applied" line item (in addition to existing "payment" description)
Ryan Partin, owner of XTech Staffing, would like to see "retainer applied" as an optional line item description. For instance, we apply retainer to customer's last invoice. On the customer's last invoice, we would like to show the customer that their retainer has been applied to their final invoice by having a line item that reads "retainer applied" (as opposed to "payment").
2 votes -
Send an estimate and a due date information before the recurring invoice gets generated
Send an esimate and a due date information before the recurring invoice gets generated
6 votes -
2 tax request
I use the free invoice version.
I entered the tax rates in the settings (taxes).I have inserted the article that does not include VAT tax,
but I can not put another 2 taxes that are deducted from the total taxable amountthank you
1 voteHi Marco,
We presume you would like to have a way to include both taxable and non-taxable items in the same invoice and deduct the tax amount only from the taxable items. If so, that is totally possible in Zoho Invoice.
To get in touch with us regarding this (if our presumption is wrong, you can explain it to us too), please drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Overdue Invoice alert in CRM
Is it possible to have an integration that shows up in the CRM when clients have overdue invoices?
1 vote -
Invoice in Half Page Invoice
We request you to provide invoice in A5 size printing with logo, since our items are sold in Retail and we do not want So Big invoice and its Silk Saree and Dress Material Shop.
2 votes -
Due Beginning of Next Month
In order to send the invoices in prior and to get payment on the future date. Due beginning of next month seems to be a useful Due Term.
1 vote -
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 -
Time tracking report as additional report to Invoice.
While converting a projects time-sheets to Invoice also optionally attach the un-billed hours to the invoice as a report. (Not aggregated)
From an accountant perceptive they only want to see invoice line items grouped by type/task (Which is implemented).
From the CTO, they want to see the details time logging for a project bring billed for.
Currently, need to export and save as PDF before converting to invoice, and then attach manually the generated PDF. Would be awesome if this were done automatically.
9 votes -
sort timesheet by date (desc) instead of task
hi!
it would be great, if the timesheet (the list of time entries) were sorted by date in descending order by default. right now it is sorted by task (i can not imagine a possible use case where i would want this).
currently i always need to click on the date column header twice to see if i didn't forget to log time at a client.
3 votes -
If the label able drag and drop customized manner means it easy to us.
I want to choose label as per my wish in the invoice templete
3 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, you can very well rename the label of almost all the fields present on the invoice. This can be done under Settings > Templates > Invoices > Edit.
If you can drop an email to support[at]zohoinvoice[dot]com with your exact requirement, we’ll be happy to assist you!
Regards,
Reshma. -
Automation based on template
I would like to assign automated payment reminders (and overdue) for specific templates used. Ex. we invoice for several different company's each requiring their own invoicing and payment structure. Company A using A template, wants automated reminders sent every week and past due send 1 day after due date, company b using B template doesn't want any reminders sent.
1 voteHi Jacque,
Thank you for posting on our feedback forum.
We totally agree that it would be nice to have reminders customized at customer-level and I shall let the team know about it.
For the specific scenario you’ve mentioned, we would like to offer a workaround. If a customer doesn’t want any reminders to be sent, you can use the “Stop all reminders” option for that customer alone. Kindly take a look at this link:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#stop-reminder
We believe this would help you to some extent :)
If you have any other queries, feel free to reach out to us at support[at]zohoinvoice[dot]com
Cheers,
Reshma.
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