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Zoho Invoice

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

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1151 results found

  1. Bulk update next invoice date

    Currently, the only way to update the next invoice date for recurrent invoices is to export, update the start_invoice date and then re-import (in batches of 1000 - due to file import size restrictions).

    It would be great if it were possible to select any number of recurrent invoices and then use 'bulk update' to change the next invoice date. This would save a huge amount of time and stress in export/importing to perform this function.

    6 votes
    1 comment  ·  Recurring Invoices  ·  Admin →
    How important is this to you?

  2. Terms & Conditions

    It would be very helpful, that when a client enters the portal to ACCEPT an estimate, they can also check a box for TERMS and CONDITIONS that shows their acceptance - also - it would be nice to attach a file to that that pops up and show them the specific terms and conditions for acceptance. Exactly like you have on this page for submitting your ideas.

    5 votes
    1 comment  ·  Client Portal  ·  Admin →
    How important is this to you?

  3. Customer accept estimate via clientside portal - Customer add order number

    I have had customers view their quotations (estimates) via the client side portal, and then they have accepted the quotation. We get an email from zoho to tell us the client has accepted the quotation. But we then have to emailthe customer, or call them and ask for an order number, so I can put the order number on the draft invoice. when a client accepts a quotation, they need to be given the option to fill in an order number. No customer places an order without an order number anymore.

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  4. Import Timesheet entries from Zoho Desk

    The current Invoice-Desk integration moves the invoice functionality in to the Desk application. This is only of use if you only invoice based on tickets. If however you have other things you invoice for such as equipment, subscriptions, etc, this function is of no use because all of those are kept on the Zoho Invoice side. So I am stuck with either sending 2 invoices a month or manually re-entering time entires on the Invoice side.

    It would be much more functional if time entries could be selectively imported from Desk in to Invoice and then on the Desk side…

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  5. E-waybill entry in mobile app

    in mobile app, a provision can be made to enter e-waybill number details for invoices in zoho invoice mobile app

    1 vote
    0 comments  ·  Mobile apps  ·  Admin →
    How important is this to you?

  6. Custom Tab in Portal

    I would like to see a way to have a new tab that I can fill in any details about this customer I want to share with them in the portal. Currently, the portal custom fields are editable by the customer and show up in other places. As a web designer I have hosting details and other links I want to have for each client so they can see them.

    This is a good place to keep these notes and links but there is no way to do this now.

    It would not have to be a new tab but…

    1 vote
    0 comments  ·  Client Portal  ·  Admin →
    How important is this to you?

  7. provision to issue LPO

    need provision and template to issue LPO(Local purchase order) to suppliers

    3 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    Zoho Invoice doesn’t have the option to create purchase orders but you can do that with Zoho Books.

    Using Zoho Books, you can manage your sales as well as purchase transactions easily. If you already have a Zoho Invoice account, you can easily move it to Zoho Books using the steps here:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    In case you have any questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  8. Document page breaks

    I'd like to see an implementation of elegant page breaks on Estimate and Invoice documents. Possibly adding the flexibility to manually determine where the page breaks.

    2 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  9. allow for entering administrative time

    this feature is helpful for seeing how much time is spent working on administrative items that are not related to a project or billable.

    1 vote
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?

  10. Automatic Contract

    Let's say you're a hire company and you have an 'Equipment Hire Agreement' that each client signs.
    It would be really good if you could write out a default contract and for each customer add a 'create contract' button that would create/edit the default contract according to the customer. (Customer name, Invoice number and total, hire start date(custom box on invoice) )

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  11. Allow UK, US and India-based companies to set EUR as base currency. Stop discriminating against us.

    Please stop discriminating against UK, US and India-based companies and allow us to set EUR as base currency like everyone else can.

    In my trade, everyone working internationally works in euros, since almost all our clients are based on the continent.

    One of the consequences of not being able to set euros as our base currency is that we have to jury-rig a fake 1:1 exchange rate in order to be able to use the Items feature with standard rates. But this is just one example.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  12. Fatturazione elettronica

    Compatibilità con gli standard previsti dalla fatturazione elettronica in Italia che entreranno in vigore nel 2019

    31 votes
    Not For Now  ·  7 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  13. Add "project" title info to email headline

    While sending emails: auto-templating and populating

    The (send) email and header of the .pdf is simply an estimate number when auto-populated.

    I would like to see the Project Title associated with the Number

    I.E.

    E-1234 vs (Project Name) "Exterior Painting" - E1234 from ECSW

    2 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?

  14. comma and dot when editing invoices

    In my language i type comma for decimales - not dot. I have changed the language in the settings and the final pdf's are shown correctly, but when I choose to edit, then I can't type comma, but is forced to type dot which is not natural for me. Don't know if I have done something wrong, but it is a bit anoying :) .. could you fix this?

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  15. Future Revenue reporting

    There is no feature to enable a report of future revenue forecasting. Many of my contracts are multi-phase deliverables with revenue milestones. For example, I may have a $100,000 contract with 4 milestone deliveries each with $25,000 revenue item. I would like to be able to schedule these future invoices in Zoho and have a report that shows not just past invoices paid / sent but planned invoices grouped by month going forward. Please let me know if this is possible.

    2 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  16. Deberían incluir en la dirección la geolocalización exacta pudiendo seleccionar directamente desde google maps.

    Cuando abrimos la app y seleccionamos la direccion de un cliente y nos abre google maps. este nos lleva a la dirección cargada en la ficah del cliente. Pero desde la ficha del cliente no permite colocar la geolocalización directamente seleccionando en google maps; porque muchas veces no toma en cuenta el nro de la casa. Pudiendo geolocalizar nos llevaria al punto exacto.

    1 vote
    0 comments  ·  Preferences  ·  Admin →
    How important is this to you?

  17. multiple timers

    It would be nice to be able to run multiple timers when tracking project tasks. I frequently multitask several things at once, and would like to be able to keep a running timer for each task, both for the sake of billing the client, and for tracking time/cost ratio's.

    4 votes
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?

  18. 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
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  19. Bulk modification of items

    118 votes
    11 comments  ·  Items  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    Dear customers,

    Thanks for your feedback.

    Though there is no direct ‘bulk update’ option as such for items, there is a workaround that serves exactly this purpose.

    You can export all the items to a CSV/XLS file in one shot, make the necessary changes and import the file again. While re-importing them, you have the option to ‘overwrite’ existing records based on the data in the file you are importing.

    Here is the best part: Earlier, you could overwrite the items only based on the ‘Item Name’. Since it’s possible that the item name itself needs a bulk update, we have supported two more options – in addition to ‘Item Name’, you can now overwrite the existing records with the ‘SKU’ or the ‘Item ID’ as the base field for identification.

    If you have any questions on this, feel free to drop an email to support@zohoinvoice.com

    …

  20. Allow quick switch between timesheets

    Is it possible to have a way to switch quickly between the timesheets of different clients/projects as I work on a number of projects throughout the day and have to switch between them very frequently.

    1 vote
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?
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