Zoho Invoice
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
1143 results found
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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 -
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 -
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 -
Fatturazione elettronica
Compatibilità con gli standard previsti dalla fatturazione elettronica in Italia che entreranno in vigore nel 2019
31 votes -
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 -
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 -
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 -
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 -
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 -
118 votes
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
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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 -
Add Vietnamese
CRM & People have Vietnamese language option; Invoice does not.
Format so Vietnamese labels do not overlap1 vote -
I would like to close last year and start new one in order not to get confused
I need to get a feature that shows invoices in folders, each year in separate folder.
1 vote -
Recall start time
When logging time, it would be useful if the timer recalled the start time. I sometimes forget to stop the timer and will come back the next day to find it ticking away. I usually remember when I stopped working so I could just input the stop time. As it is currently, I have to guess a total time since the system does not retain the start time.
7 votes -
custom field for delivery note
custom field ex: delivery date...etc. for Delivery Note
3 votes -
Start timer for a previous days task without having to log the same task because its a new day
It would be very handy if I could just start a timesheet from the day before without needing to log the same task over and over again every day I need to use the same timesheet
4 votes -
2nd level authentication by using stored keyword at Zoho
Webroot, a high quality AV provider, use a stored keyword for 2nd level authentication. Users are asked for say the 2nd and fifth letters. Next time it might be the 1st and 6th letters. Simple, very effective.
1 vote -
Integrate with Payoneer
Payoneer has very less charges as compared to Paypal and very beneficial for doing business with international clients. We get a International bank account which will enable us to keep funds in foreign account until we need them in India. Depending on exchange rate or tax schedules we can bring in funds to maximise returns. Very useful feature. Paypal charges upto 8% for foreign currency payments. Payoneer charges less than 2%
241 votes -
Statement Credit or Outstanding
It would be great if the customer statement could show an amount owed in red text and if the customer is in credit then black text. At the moment the figure is a minus when the customer is in credit and they believe they still owe monies.
3 votes -
61 votes
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