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Zoho Invoice

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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68 results found

  1. Add inventory to Estimates

    When building an Estimate, it would be helpful to be able to view the amount on hand, that way the salesperson knows how much of an item they can offer

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  2. Provision to distinguish multiple brands and assign user permission w.r.t. brand names.

    Provision to distinguish multiple brands and assign user permission w.r.t. brand names.

    We deal with Multiple brands and many items under each brand having a sales mgr for diff brands. I want to have provision by which I can restrict or provide permissions to individuals for chosen brands' Estimate preparation / invoices.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  3. Opciones de seguimiento en presupuestos para cerrar ventas

    Los presupuestos deberían tener mas opciones de seguimiento, con el objetivo de ayuda a cerrar la venta.

    Por ejemplo, incluir:
    - Opción de enviar recordatorios a los clientes y que puedan dar feedback.
    - Opción para agendar una fecha y hora de seguimiento, y que esta se envíe en forma automática por correo al vendedor.

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  4. Interactive Estimate

    Its gone be nice if it would possible to send interactive estimate to client that permite him to have more choose with a diffrent price + some colone or option as desired.

    Estimate for byunig a PC :

    PC Tower
    Black + Fan 35$
    White + 2 Fans 55$

    RAM
    IF 4GB RAM 30$
    IF 8GB RAM 50$

    Hours work
    IF do this 15$ per hour
    IF do that 10$ per hour

    Warantie
    IF take this 1 year warranty
    IF take that 2 years warranty

    Thanks for your consideration about this feature.

    9 votes
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    0 comments  ·  Estimates  ·  Admin →
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  5. Choose the items of a price list

    When we create a price list for a client it would be useful to have the possibility to choose the items we want to show to him, instead now we are bound to show the whole price list with all the items.
    Adding to this, when I send a list items I intend the client can choose from different items so it would be useful if we could not show the total because it can be confusing for the client.

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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  6. volume pricing

    Enable the import of line items from Zoho CRM Quotes. Currently ZInvoice does not support price lists that enable volume pricing. ZCRM does.

    1 vote
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    1 comment  ·  Estimates  ·  Admin →
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  7. Calculation of item price from several components and adding margin

    Please add 1 level down in the Estimates Item. All our products (displays, posters, custom made advertising materials) contain x amount of parts , but in the estimate we show the ready products price.
    for example if we are offering- MUGS WITH CLIENTS LOG
    It contains:
    plain mugs
    set up costs
    printing
    packaging
    artwork preparation

    Now we combine all this in the excel, add margin of x% and manually enter the end price of the mug in the Estimate. Very time killing. And backwards, if client after some longer time accepts the Estimate, we have to remember(find) what the planned…

    11 votes
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    1 comment  ·  Estimates  ·  Admin →
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  8. Estimates to be pulled into the CRM as a follow up tool

    Once an estimate is inputed this is then pulled into CRM as a hot lead and can be used for following up

    0 votes
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