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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Merge invoice
Hi Zoho Invoice is great invoicing app, but if you could add the feature where we can merge multiple invoices together for the same customer, it would be awesome. For customer who have multiple invoices open with us it is aggravating to keep on receiving different invoices and they have complained multiple times, we have tried sending them a statement but they are not happy with that since it shows totals but no explanation of the invoices.
411 votes -
Date Stamp as an Invoice Number
It would be great if it can do a "Date Stamp" ( YYYYMMDDHHMMSS) as an invoice number instead of incremented numbers. eg; INV-20160628101255.
8 votes -
Record timesheets in days instead of hours
This feature will help in creating timesheets as days/month and set a rate/day.
177 votes -
USPS Shipping Integration
Need United States Postal Service shipping integration. Right now it's the only thing from saying the ZOHO is perfect for our company. It would be nice to be able to attach a tracking number to an invoice/sales order. Right now we have to use Stamps.com and manually update our PayPal with shipping info.
23 votes -
Allow Edit to Add Attention Content for individual invoices
Currently, the Add Attention Content in the invoice template area can only be edited in the Template area. The problem is that for particular customers with different contracts, there may be different contacts who need to be the Attention Contact for different invoices. There needs to be a way to edit the Add Attention Content on a per invoice basis.
5 votes -
Optional Items in Estimates, Allowing customer to select item he needs
An estimate with multiple variety items can be submitted to customers. The customer must be able to select the items he needs( allowing the customer to select items and quantity) and accept the estimate.
103 votes -
3 votes
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Client Portal Ordering
Allow customers to log in to the Client Portal to place an order (basically create their own invoice). This would send a notification of the order request that could be accepted by the company and then fulfilled.
As an example, I use Zoho Invoice for my consumer products company to sell wholesale to retailers & distributors. It would be great if they could use the portal to make reorders of the items they are selling through.
99 votes -
Facturas de abono
Poder facturar en negativo para hacer facturas de abono
66 votes -
Automatically enable Client Portal through CRM
Our company uses Zoho CRM and Zoho Invoice and they're integrated. It doesn't appear that there is an option to "enable client portal" through the CRM side. Therefore we have to create a contact in CRM and then go over to Zoho Invoice software and individually "enable" the clients portal. It would be ideal if we could enable the Client Portal through CRM or automatically "enable client portal" for all contacts in Zoho Invoice.
Thanks - Jon39 votesHello everyone,
Thank you for posting on our feedback forum.
By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.
Regards,
Reshma -
Tips Payment
I think it would be nice if Zoho could also record a tips payment from customer.
Currently when a customer gave us a tip we can't include it into our Payment record. Instead, it will be noted as "unused amount" which we'll then have an option to return this excessive money.
35 votes -
Deposit Invoice & Multiple Invoices
One project can have a payment schedule with 4 separate payments:
1 - Deposit
2 - 25%
3 - 15%
4 - 10%Most clients require separate invoices for each payment. At the moment you can't do a single invoice total with 4 different invoices that are tied to that invoice total.
191 votes -
Have the option to show net rather than gross numbers in summaries
Have the option to show net rather than gross numbers in summaries. Eg in dashborards or tables such as credit notes system wide setting to default show pre tax numbers rather than gross.
1 vote -
Add a Date column to Invoices
I am a SEO and Website guy with multiple clients. When doing work for clients, I often do work different days of the week. I would like the client to be able see what I did on each day. Less important, but perhaps a good idea, it would be good to be able to run some sort of report against, what work was done on what day (or days) across all clients.
10 votes -
Integrate with Payment Provider that Accepts BitCoin
Integrate with either CoinBase or BitPay
247 votes -
35 votes
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Sales, Expenses and Receipts Report
Currently "Sales and Expenses" data is only available from the dashboard and not separately under reports section limiting one to see data of 12 months/current FY or previous FY. It will be great if another dedicated report is added under reports section where one can see this report based on one's own filters like compare sales, expenses and receivables of last 5 years YOY or MOM or quarter wise!
14 votes -
19 votes
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Subtotal for group of items
This feature will enable the customer to have subtotals for a particular group of items in the Invoice.
128 votes -
email tracking
Currently there is not a way to keep track of emails that have been sent, aside from copying yourself to the email.
Sometimes I need to follow-up with clients who have not paid in over 30 days, and if I did not cc myself then I do not have a copy of the original email.
I would like to see a copy of my email just incase I need to refer back to it.
I know the CRM integrates with Zoho Mail, so something similar to that would work.
287 votes
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