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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Customize timesheet reports
Customize the timesheet reports with our company logo, address and layout.
As the report might be sent and view outside the company (e.g. to customers), it might be interesting to authorize the customization as it is possible for invoice and estimation.
13 votes -
Add outstanding balance to new invoices
Please add a calculated or manual field on the invoice template that enables us to send new invoices containing the outstanding balance from prior transactions. I think that any serious invoicing software should have this feature. It's a must. It helps us collect the debts.
12 votes -
22 votes
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Track Start and End Time Automatically When Using Timer For Billable Hours
Currently when you track your time and you use the timer, the system doesn't track the exact time that you pressed 'Start Timer' and the exact time when you clicked 'Stop Timer'. This is a very easy fix to make.
Many states require exact start time and stop time when billing hours. Instead of requiring us to manually type in start and end time, your Timer function should automatically log when we click start and stop and record that time in the Excel report. This is a very simple fix, and would make tracking time much easier.
12 votes -
Font Features for Estimates and Invoices
When I build an estimate with many categories and line items, sometimes I'd like to Bold a heading and or make a line item Red or something important I'd like to underline.
I've brought this up before, and I was told to just make a custom template but that's not convenient at all. Need a small box off to the side where I can make these little changes quickly.9 votes -
Differniating the line items with color in invoice or estimate
To contrast two lines of products on the lines of the quotation so that it is more readable
2 votes -
negative amount in expense
for credit of a partial expense
13 votes -
Price Range Option
Need to have the option to type in a price range in the "price" section.
Some projects have a range of pricing based on how much work is done (example: $100 - $500).8 votes -
PayUMoney / PayU Payment Gateway
PayUMoney provides free gateway to merchants. Please integrate or provide hooks for generic gateway
46 votesHello everyone,
While there is no direct integration between Zoho Invoice and PayUMoney yet, you can make use of the Razorpay integration, which supports payments through PayUMoney wallets.
Yes ! Razorpay is an Indian payment gateway that supports payments through all the major debit and credit cards, UPI Payments, 50+ netbanking banks and popular wallets like PayUMoney.
You can setup the integration using the steps mentioned here :
https://www.zoho.com/in/invoice/help/integrations/online-payments.html#razorpay
If you have any queries, you can reach out to us at support[at]zohoinvoice[dot]com
Cheers,
Reshma. -
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 -
To show the mileage value as the quantity on the invoice as well as the mileage rate charged
The Mileage expense works well. However, instead of showing the mileage quantity as "1" on the invoice and the rate as the total, it should be able to show the miles traveled as the Quantity and the Rate used such as 0.535. Some clients require these details.
4 votes -
i want to be able to enter my own fiscal year with my own start/end date
want to be able to setup my own fiscal dates
7 votes -
Work order creation?
I think it would be a great idea to add the work order creating as well.
4 votes -
Customer Statement Customization
Please, please enable customization of customer statement fields. I don't know why everything else is customizable except this extremely important document. You have clients all over the world, don't get why there's no option to customize it to your own language.
36 votesHi,
The wait is over! Yes, Zoho Invoice now lets you customize your customer statement and make it appear personalized.
You can choose a background color and theme, insert your company logo, add header and footer content and whatnot!
To check this out, switch to Settings > Templates, where you would be able to find “Customer Statement” option in the second left pane.
The Standard template available under this section can be customized and saved so that all future customer statements would be sent using those preferences.
Happy invoicing!
Cheers,
Reshma. -
Profit and loss
This is a must have report for any business. We need this ASAP. It doesn't have to be that detailed, it just needs to list income by category (sales), total expenses by category and an overall profit or loss calculation. It would also be great to have this included on the dashboard.
24 votesHello everyone,
Zoho Invoice can help you generate the ‘Payments Received’ and ‘Expense details’ report but it doesn’t have the ability to generate a’ Profit and Loss’ report as such. However, you can easily do this with Zoho Books.
Zoho Books is a single application that can help you with both invoicing and bookkeeping (and hence comes with P&L report). If you already have a Zoho Invoice organization, migrating to Zoho Books is such a breeze. You can refer this link to know the exact steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
W9
A W9 form that can be kept on file with our invoices for clients that request W9 with an invoice
4 votes -
Direct Deposit
Would love to be able to grab a direct deposit feed from the bank and assign payments to invoices
12 votesHi there,
Hope you are doing great !
In Zoho Invoice, it is not possible to integrate your bank account ; Sorry about that.
However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.
If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.
Regards,
Reshma. -
Dual currency invoices
I would love to have an option that would allow an invoice to have a total displayed in the local currency as well as a base currency (such as US$). This could be facilitated by the currency module and it would allow for invoicing in the local currency while also accepting payments through PayPal for those of us who live in countries where the local currency is not supported by PayPal.
43 votes -
Editable dashboard with total unbilled amount
The dashboard is great, but it'd be better if we could re-arrange things based on personal importance and even turn on/off sections altogether. Also, I'd like to see the total unbilled hours and unbilled amount to-date. These numbers should also be broken out by either Client or Project so that I can easily see where the bulk of my time is spent. If the dashboard were editable, I would think it would be useful to allow admins to set in their preferences how they would like to view the numbers (as a total or broken out by client or project…
35 votes -
253 votes
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