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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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39 results found

  1. Dissertation Editing Service In Uk

    If you are looking to hire the best online Dissertation Editing Service In Uk.We have the best solution because we have a team of a professional content writer that is available 24 hours to help the students.

    1 vote
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  2. Cracksoftware free

    Burp Suite Pro Crack is an integrated platform for testing the security of web applications. It is not a point-and-click tool; it is intended to be used manually by testers to aid in the testing process. Anyone can begin using key Burp features to test the security of their applications with minimal effort. Some advanced Burp features will necessitate additional training and experience. All this learning time is well spent because the Burp user-controlled workflow is far more efficient for web security testing and provides far more features than any conditional “point and click” scanner. Burp is simple and easy…

    1 vote
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  3. Customer work order - for service techniciens - Which may or not include prices

    Customer work order - for service technicians - which may or not include prices, this is left with the customer representative following a service call

    This work order is later converted to an invoice

    1 vote
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  4. After Invoicing occurs I need to reschedule my clients for 1,2,3 & 5 year reoccurring intervals, This needs to be shown on a calendar

    Currently I use Zoho to Invoice but I cant seem to find anyway to schedule the next appointment with reoccurring clients which in my case is in 1,2,3 or 5 year intervals.
    If there was a simple way for me to click a box during invoicing that was attached to a calendar where I can select 1,2,3 or 5 years that would help me greatly planning my business moving forward...

    1 vote
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  5. Bonjour, est-il possible de faire une extraction du fichier client global ? j'aimerai récupérer tous les e-mails de mes clients facturés et

    Permettre de faire une extraction du fichier client global.
    Pouvoir récupérer tous les e-mails des clients facturés et/ou à qui on envoie un devis, à afin de leur envoyer un e-mail.

    1 vote
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  6. ability to print a service tag label, example xxx123 that ties up to a service.

    ability to print a service tag label, example xxx123 that ties up to a service job.

    1 vote
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  7. Customer status should trigger a Workflow

    Actually this should go under Automation category, but since there is no such, I enter it here.
    So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
    Customer status is Active.

    1 vote
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  8. create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    1 vote
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  9. Differentiating feature for contacts with the same name

    Please add a permanent date of birth (or other unique) field that differentiates contacts with the same name and also appears whenever that contact is selected.

    1 vote
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  10. Company & VAT Field / VAT ID Validation

    Company Registration Number and VAT ID should be already default fields.

    It would be also awesome if VAT ID could be validated directly through VIES.

    7 votes
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  11. Alphabetical

    When adding a new client their names should automatically be added alphabetically to the existing names.

    1 vote
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    2 comments  ·  Customers  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.

    In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  12. Have the ability to put customers in groups Eg:Inactive,days of the week

    I would like to categorise my customers to make it easier for invoicing as our customers are regularly invoiced according to a day of the week and
    also put our inactive customers in a separate category to reduce the contact list for invoicing

    1 vote
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  13. Customer Statement to include Retainer Invoice's Reference Field

    When customising the Customer Statement, Statement Table section, please include the option to add the Invoice's (Retainer too!) Reference field into the Transaction Details column.

    For example, the column currently says "RI-2018-00004". If the Invoice's Reference field has "Bulk Widgets XYZ for Project ABC", then the Customer Statement's Transaction Details column should be "RI-2018-00004: Bulk Widgets XYZ for Project ABC".

    2 votes
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  14. Compose and send email to all contacts

    Compose and send email to all contacts at the click of a button to alert of e.g closure

    3 votes
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  15. customer statement

    Add Outstanding Filter option when sending bulk statements from the contact section.

    I appreciate the Outstanding Filter in the statement section, very much needed. Just missing in the bulk statement section.

    Thank You

    7 votes
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  16. Edit items table in customer statement

    One option i didn't see is the option to edit the items table in customer statement templates ! This would be a good thing to add on the website !

    4 votes
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  17. Statement of accounts only with details of outstanding invoices

    An option to generate statement of accounts without payment details, and only details of outstanding invoices.

    12 votes
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  18. Contract Manager

    It would be nice to have a "contract" manager addition to contacts. This could be accomplished by checking a box for adding contract info such as start and end dates, contract amount, etc. it would also be nice if Zoho would send reminder emails prior to expiration date of contracts. This may be achievable via Workflow Automation but would we nice if if were part of the package.

    15 votes
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  19. Wish to see a list of customers against the price list associated with them.

    wish to see a list of customers against the price list associated with them.

    3 votes
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  20. Please add a comment section at the side of the overview page

    It would be very useful to have a comment section in the contact overview that could be instantly accessed by all users for scratchpad and temporary comments (the notes field unfortunately requires a number of click-throughs to get to, but is still useful for more permanent notes).

    An area at the side would be preferable to the top, since comments at the top mean you have to scroll down to see all the contact information.

    1 vote
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