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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2 votes
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Venmo Payments Option
Venmo.com is a great way to request payment from clients. Ideally Zoho Invoice would integrate with Venmo so that when I send an invoice, it will request payment, or send me to the page to request payment, with the invoice amount and project name filled in.
63 votes -
more invoice auto numbering options must be implemented for same organization
we have 2 diferent kind of clients and services and they are marked with different simbol at invoice numbering (1-1-001 is one and 1-2-001 is secound). We would like thoose invoices to be separated for easier accunting laters ...
125 votes -
multiple logos
Option to upload multiple logos and choose which one to add on each generated estimate or invoice.
not a massive request is it?
6 votesHello,
Thank you for posting on our feedback forum.
Since Zoho Invoice considers each organization as a separate business entity, it would not be possible to upload multiple logos in a single Zoho Invoice organization.
However, we do have a workaround that you can try out. Here are the steps:
https://www.zoho.com/invoice/kb/general/change-org-address-template.htmlHope this helps.
Regards,
Reshma. -
Statement of accounts only with details of outstanding invoices
An option to generate statement of accounts without payment details, and only details of outstanding invoices.
12 votesHello,
We are so glad to let you know that we have provided the option to send out the “unpaid invoices” list to your customers.
This help document below explains the steps along with screenshots :
https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
Hope you are happy to hear this :)
Regards,
Reshma. -
Point of sale integration
Have more integration options for Point of sale payment methods. eg. Square or Shopify
15 votes -
Custom field for items
I would love to option of addition custom field ti item. That was if I'm working with a points system, each item can have points attached to it them it can be calculated based on quantity of item.
55 votes -
Order or Purchase Order
Sometimes the expenses needed to be approved prior the settle or payment. Creating Purchase Order with approved signature will be very convenient. Then the Purchase Order can directly be sent to the suppliers. Additional options such as credit terms the supplier provides will also be helpful.
33 votesHello everyone,
Since Zoho Invoice focuses primarily on the invoicing (sales) cycle of your business, the vendor management part would not be possible in Zoho Invoice.
However, we have Zoho Books for that. It’s an accounting tool and a superset of Zoho Invoice. If you upgrade your Zoho Invoice organization to Books, all your data will be transferred over to Books. Here are the steps to upgrade -
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIn Zoho Books, you can create bills and purchase orders easily and send it for approval. The approval flow is currently in the early access stage. You can reach out to support[at]zohobooks[dot]com so that we can enable it for you.
Regards,
Reshma. -
Integration with JotForm
Integration with JotForm
7 votes -
Progressive Billing
Bill clients when a percentage of a project is considered as completed.
209 votes -
sub item in invoice and estimation
Adding a feature which allows sub items to be added to the invoice will further enhance zoho invoice.
This feature is very helpful for business which sells goods for example same work table but with different sizes, doors, photo frames etc.
223 votes -
Portal Access to multiple clients from one email address
I find the protal access really useful for my clients so that they can always know where they stand with my account. However I deal with a marketing agecy who sends all their design work to me while managing the process. I invoice the client directly but the marketing agency is an integral part of the team. I would like to give the "middle man" portal access to all of the clients we work on together but I see this is not currently possible.
86 votes -
Having the ability to archive an invoice when it no longer needs to be addressed
Having the ability to archive an invoice when it no longer needs to be addressed, not showing up on the list. In the year 2015 do not want to see invoice from 2014
13 votes -
3 votes
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Add "Completed" Status for Estimates
Right now Estimates can only be "Sent", "Accepted", or "Declined". I do not bill by the individual estimate so converting to an invoice is not an option. I need to ability to know when a particular estimate has been completed so I can recognize that it is not an active job.
8 votes -
Payment schedule
Be able to set amounts and dates for multiple payments on an invoice such as $250.00 Due now, $150 Due 11/20, $150 Due 12/20, Etc
27 votes -
Allow users to flexibly add columns to report "Payments Received" (comment, sales person, days outstanding, etc.)
As a user I would like the ability to flexibly add columns to a report, for instance "Payments Received." We use the comment field. Others use sales person. We would also like to track days outstanding. This should be available on all reports, not just on Invoices or Payments Received.
29 votes -
Option for Cancelling Estimates
Have the ability to cancel an estimate / quote. Not always are the quotes declined, but cancelled for other reasons. When I review my Accepted vs Declined, I receive an inaccurate decline number because I want to keep all quotes for future purposes, rather than deleting them.
23 votes -
179 votes
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report on draft invoices
All inclusion of Draft invoices on "Sales by Item" report so I can forecast easier. (perhaps include chkBox to include DraftItems)
6 votesHi Dustin,
Thank you for posting on our feedback forum.
Since the draft invoices cannot be accounted as your actual sales, we have not included that in the “Sales by item” report.
However, you can make use of the “Invoice Details” report for this. Using the “Customize report” option in that report, you can choose whether to show/hide the draft invoices.
Regards,
Reshma.
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