Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1139 results found
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8 votes
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Use different currency for estimate and invoice
Hi everybody! I understand we can't use multiple currency for 1 client at the moment, so I tried cloning the client but with RON instead of EUR, as it was initially, because we issue estimates in EUR but must invoice RON. But I still can't invoice that estimate to the cloned client. I thought it would automatically apply the exchange rate but it doesn't, it doesn't even see the estimate to be invoiced, it's as if I had 2 different clients, I can't do anything! HELP, PLEASE!
1 vote -
Condense Taxes into 1 Row
It would be great when using a Tax Group if the row at the bottom would just say "Taxes [10%]" and not list all the taxes out with their percentages. If we could have the option to do just 1 row and put all taxes on that but then break it down for OUR reports only.
3 votes -
attach statement
Attach Statement to Invoice - Please set the date range to include all transactions so it will always start with a zero balance. Currently it defaults to Jan 1, 2019.
1 vote -
how can i create and amending invoice
how can i create and amending invoice? in spain, if you have to ammend a invoice already done, you have to create and amending invoice in negative, but with other registration code
1 vote -
I use an Authenticator app already, stop asking me to download the Zoho authenticator
I already have an authenticator app setup for 2FA - every other time I login I'm asked to stop using SMS and download the Zoho authenticator.
My account settings show that I have 2FA turned on and that it's Google Authenticator - so 'the computer knows' Surely it's a simple lookup to determine those who are actually still using SMS and only show the prompt to those people.
It's really annoying UX.
1 voteHi there,
We appreciate you taking the time to explain it to us. I agree, the system shouldn’t have regularly prompted to use our Authenticator app, given the fact that you’re already using Google Authenticator.
If you are still facing the prompt, just drop us an email to support[at]zohoaccounts[dot]com
Regards,
Reshma -
Report of Unbilled Activity Only Per Customer
I would love to get a report each month per customer of their unbilled activity (time I spent but did not charge for). I do this quite a bit unfortunately and I have to download each report monthly (which includes billed AND unbilled) just to see how much time I spent and what it would have cost them. I then manually add this report and type it into their bill each month so they can see the value in my time.
It would save me so much time (and others I'm sure have this same problem) to be able to…
3 votes -
In timesheet calendar view, display the full Project and Task name as well as Start and End Times upon mouse-over.
In timesheet calendar view, display the full Project and Task name as well as Start and End Times upon mouse-over. This would save lots of time instead of having to clicking on the link to open the full time entry then having to close it again. Would make it much easier to browse through the time recorded on the calendar
1 vote -
Choice of email template when a customer accepts an estimate and is automatically sent an invoice
When a customer accepts an estimate they are sent the standard invoice email template. It would be good to have a choice for this template.
1 vote -
add Interface translation in Russian
add Interface translation in Russian - but Bulgarian added? =) (although only 10 million speak it, unlike the Russian, where 300 million people speak
2 votes -
Integration with Zoho Backstage
Integrate with zoho backstage so all transactions are automatically invoiced.
1 vote -
move columns on invoice to place them by necessary order
i would like to place the columns in a specific order that would make better sense to my client when viewing the invoice.At the moment the distance between 2 columns is so far that mistakes are made when reading the invoice.
1 vote -
documents always full page (A4\Letter)
I would like to have the footer always in the bottom of the page when the document is printed. Thats no professional when someone print my invoice\estimate half of the page is empty. Thats right for all the documents.
I never receive invoices half filled, Could be some space in the middle, but not like that.
1 vote -
transport
Could we add an option to item FEE OF TRANSPORT to toggle between taxable option or not in the options. Currently Fee of Transport on invoicing are set below the taxes table. Hence not being taxed. The way we work here we need to have it taxed.
Thank you for looking into it. Would be huge and simple.
1 vote -
comments
Surface comments, or icon showing outstanding comments, on invoice list screen. Make comments more prominent on invoice detail screen.
When we type comments on an invoice, it's because our team has questions, concerns, or other notes. We need to be able to look at our invoices and see where which need attention.
3 votes -
As a business owner, I need the Dashboard pie chart to reflect accurate categories for expenses so I know what's being spent.
There is a category called "Others". It isn't clear what this is pulling from. Everything has a category. I suspect this is keying off of any category that wasn't part of the system categories. But it isn't helpful.
1 vote -
to highlight heading or certain line in bold letters
how to highlight a heading in invoice or particular line in bold letters
1 vote -
Convert Multiple Delivery Challans to Estimate
We deliver goods using Delivery Challans and fortnightly send an Estimate to our buyer with the description of Delivery Challans and when the buyer confirms that the estimate is ok then we convert that estimate to Invoice. There should be an option of converting multiple delivery challans to estimate with the description of delivery challans.
1 vote -
We'd like to use/install our own custom font (google font alegreya sans)
Our company's look & feel is very important to us. We'd like to use/install our own custom font (google font alegreya sans)
6 votes -
Allow email to be sent for items other than invoices.
I would like to be able to send bulk status updates or important notification to my customers but I cannot seem to find an option for that.
1 vote
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