Zoho Invoice
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- 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
1139 results found
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There should be an option for taxable shipping charges in the invoice
there should be an option for taxable shipping charges in the invoice
19 votes -
Font & Format
There needs to be a format and font feature like a word doc when creating new estimates and invoices. This is in the template feature but it needs to be dynamic and available for each individual invoice or estimate. Example, on my last invoice I wanted to highlight that the clients last invoice was over due but I have no way of highlighting it or bolding, underlining anything. Lame.
1 vote -
invoice in UBL
create UBL invoice to send to customer (and own accountant who uses Exact online or any other accountancy software)
7 votesHi Linda,
Thank you for posting on our feedback forum.
We would like to know more about your requirement so that we can assist you with the right solution. It would be great if you can drop an email to support[at]zohoinvoice[dot]com and our team will be glad to help you!
Regards,
Reshma. -
Send an estimate and a due date information before the recurring invoice gets generated
Send an esimate and a due date information before the recurring invoice gets generated
6 votes -
custom formula
Add the possibility to calculate based on other field. Also feature like IF, ELSE , AND , OR would be great in order to do much more complex calculations. This would maken Invoicing much more advanced.
10 votes -
Allow portal to be embedded onto external website
Currently the client portal cannot be embedded onto external websites which means I cannot offer this feature through my website - clients need to access the link which then opens in a new scree/window...would be great if i could embed the portal into my website for smooth customer service
19 votes -
Add PaySera as payment gateway
Basically it's the only gateway that works in Cyprus besides PayPal. I'm having problems with PayPal.
4 votes -
Please supports Traditional Chinese characters for PDF font for Payment Receipts.
Currently, some traditional chinese characters are skipped. They can appear in the apps but when we want to print it or download in pdf, they are not showing. e.g. "邨" This word is very common in address but we can not print it out.
4 votesHi Tony,
Thank you for posting on our feedback forum.
The PDF font plays a vital role in rendering the characters on the invoice PDF.
Can you please try changing the PDF font to “AR PL New Sung” (as it supports Chinese characters) and check if the PDF shows up perfectly?To know how to change the PDF font, you can refer this:
https://www.zoho.com/invoice/kb/templates/pdf-font.htmlYou can give this a try and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Bulk Invoices/reminders/emails to CC multiple contacts on file
invoices/payment received/reminder emails that are sent in bulk to include a CC of all contacts on the file OR specified department for each customer.
I notice it only sends to primary contact - it would be great to include a CC of all contacts on their file. "send to all contacts or select department" etc
Sometimes an invoice needs to be CC'd multiple departments before it gets through to processing, and if that's the case sending out large volumes of invoices would take forever.
Would be helpful to those who are sending a large volume of invoices
6 votes -
Ability to add comments to contacts in the mobile app
Ability to add comments to contacts in the mobile app
4 votes -
OPTION FOR SHOWING A DEPOSIT AMOUNT ON INVOICES
I am surprised that you have not made accommodation for deposits which are almost universally a requirement for all clients to pay upon receipt of an invoice. We should be able to manually enter an amount, or assign a percentage of the total, or maybe even assign an amount per item, adding up and then giving a total.
5 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, you can manage deposits using the “Retainer Invoices” section. If you are not able to view this section on the leftmost pane, you can enable it under Settings > Preferences > General.
You can also refer this help document to know more about this section in Zoho Invoice:
https://www.zoho.com/invoice/help/retainer-invoice/If you have further queries on this, you can send an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Allow for change to next invoice date or skip in invoice, or allow recurring invoice to be created early
For recurring invoices, I can create a manual invoice. This invoice was meant to create the recurring invoice early. The manually created invoice did not, however, increment the Next Invoice Date, which remained unchanged. After speaking with support, I found out that there is no way to change the Next Invoice Date ( I would like to increment it to the next month).
There needs to be some way to increment the Next Invoice Date for a recurring invoice, either by setting it to skip that month's invoice, or allow the admin to set the Next Invoice Date to the…
5 votes -
Add bulk edit option to “Mark as Non-Billable"
In the timesheet section, it would be nice to have the option to “mark as non-billable” as a bulk edit. The current bulk edit options include:
- Mark as invoiced
- Mark as Unbilled
- Delete
I would like you to add a button to “Mark as Non-Billable” here: https://www.screencast.com/t/JggsPFfxB Currently, you have to open each time entry and uncheck the box manually, which is time consuming and annoying.
13 votes -
Ability to add a Withholding tax % field in invoices
As a contractor in New Zealand I often have to invoice and add a field for a percentage withholding tax. This amount is deducted from my invoice total. GST is applied to the invoice total including this amount.
2 votes -
ITEMS multi-currency, and automatic exchange rates to customer currency
All items in Zoho Invoice must be currently priced in base currency only, and doesn't allow to involve more than one currency within a single estimate (Euro, an example)
For all our estimates we use the same customer currency (Euro).
Is it possible for ITEMS to add another currency (USD?) with automatic update of exchange rates to customer currency (Euro).
As result we'll be able to use a few items in $ and Euro within a single estimate.
25 votes -
Project Milestone or Task completion based Invoicing rather than task time based
We bill according to Completion on Project task or Milestone, so Timesheet option should rather be Project what should be allowed is invoice project based on milstone or task completion bases and/or billable time spent on the task
This will help track Project Cashflows
6 votes -
Add support for schema email markup
Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.
Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg
Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.
More info here: https://developers.google.com/gmail/markup/
6 votes -
Export comments
Since follow-ups on late payments of invoices is likely to generate updates in form of comments from users for those specific invoices, it would be great to have the possibility to export whole or a part (eg. last or few last ones) of the comments posted on the invoices for reporting purposes.
2 votes -
Create recurring expense and populate from date range
When creating a recurring expense, it can only begin from the entry point, the ability to backdate, or add a start date (already there) and have the system populate that for every repeat (ie weekly, monthly etc).
Come tax time add an expense you may have missed and having it populate for the last 12 months is a basic but useful feature. Adding each one manually would be such a slow and tedious process when it could easily be done in the system.
6 votes -
WRITE-OFF
Had to write off several invoices when client became insolvent but, when I go to reports the invoices show as "paid" instead of "written off" and is confusing my accountant (and me) because I cannot sort or select just the written off invoices to run report for tax purposes. PLEASE make this write-off feature a different category than "paid"
8 votes
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