Zoho Invoice
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1139 results found
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single page with option to Create invoice and receive payment
I want a single page where i can create an invoice and do receive payment at same time as my customers have already paid in advance
3 votes -
Bulk image upload for items
The ability to have a field in the CSV file that references the name of the image that corresponds to the item, and then the ability to upload those images. I.e. Item1, Item2, ...,Item10. Image1.jpg, Image2.jpg, ..., Image10.jpg
3 votes -
Number format for CHF
Number format for CHF, in Switzerland the number format is 1'234'567.89
Can you add this to the existing format ?
1 vote -
Fee cap & timesheets
It would be great if the option "billed by prject hours" could be combined with a "fee cap" option, which is very often used with law firms. This would allow to show all time entries on the invoice (which could accumulate to let's say 20k US Dollars (and therefore showing the client how much work has been done), while still only invoicing the fee cap of let's say 10k US Dollars. Alternatively, it could be realized by allowing to show "time entries" on the invoice for "fixed fee" projects.
1 vote -
Job completion status
Hello Zoho,
Can I add a job completion / job pending status to each line item in Zoho invoice. Can I get an overall status of an invoice where the jobs / line items therein are completed or remain pending for execution
1 vote -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We request you to drop an email to support[at]zohoinvoice[dot]com with more details on the kind of template you wish to have.
Our support team would be happy to assist you with all possible options.
Regards,
Reshma -
Individual Billable Expense Items on itemized transactions
Allow individual items as "Billable Expense" on an Itemized (split) expense entry; leaving an option for the whole transaction to be billable. If I recall, all items in a split transaction have to be included on the Invoice, and cannot be separated.
I create itemized (split) expense transactions so as to consolidate/"clean up", and closely reflect the invoice from my vendor, without having multiple lines with the same Date, Expense Account, Reference #, and Customer.
In theory, I would have one transaction line showing "(split)" in the Expense Account, and the sum total for Amount. (see example below)
EXAMPLE:
Date…4 votes -
send payment received email to salesperson instead of standard email
When payment is received for an invoice I would like the "payment received" email to go to the salesperson as opposed to the standard default or primary email.
1 vote -
Option to remove the description field in Items
We should have the option to omit the description field in the items while creating the invoice to save precious time
3 votesHi there,
We would like to inform that the ‘description’ field while creating an item is optional and can be left blank. In the invoice PDFs too, you have the option to hide the ’Description field.
If you need any further help on this, please feel free to write to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
differential invoice numbers
Having different profiles i need a way to distinguish payments coming into my bank account, i use the invoice numbers as reference numbers for my clients , can i set it up so that invoices under different profiles generate different numbers
eg
profile x - xinv-000001
profile m - minv-000001
??
1 vote -
sort for custom fields in Contact List
Hello,
the custom views and custom fields are great, but I would like to sort for my custom fields in the contact list. could you implement this sort function?
Thanks6 votes -
Multiple series of Invoices running parallelly for each Business Unit
Multiple series of Invoices running parallelly for each Business Unit
Reset1 vote -
FACTURE NEGATIVE
Il faudrait pouvoir avoir la possibilité de créer des factures négatives notamment pour des factures de charges locatives avec des acomptes versés plus important que le montant de la facture donc remboursement de la part du propriétaire.
Ca nous bloque et c'est assez pénible...6 votes -
Invoice Custom View Criteria
Include "is not" / "does not contain" / "is blank" / "is not blank" search terms.
1 vote -
Tag a team member
it would be helpful in you could tag a team member in a comment on an invoice or estimate and they would receive a notification to check the note
1 vote -
Hire charge support
Add the ability to charge for items as a hire, where the total cost of a given item on an invoice is calculated as:
the amount of units x the duration of the hire (eg 4 days).Currently I have to have the item unit field set to days, which allows me to invoice as a hire, but only for items I have only one in stock of. For items I have multiples of I have to list items with names like:
"1x item A"
"2x item A" etc.3 votes -
invoice no. auto change in new financial year.,2) coulm width of %tax
- invoice nos. should change automatically in new financial year starting with INV- 001.
- column width for % TAX coulmn width should be adjustable. presently it is half the CGST/SGST head. % tax require very less width - as it is only upto 9%...this way we can give more column width for Item-description ...
1 voteHi there,
Thank you for posting on our feedback forum.
1. Regarding the invoice numbering sequence, as some businesses prefer to retain the sequence while some like to start off a new sequence (and due to the fact that the fiscal year varies for each business location), we have not automated this. However, you can easily change the numbering sequence whenever you wish.
2. Regarding the width of columns on the invoice, it’s actually possible to reduce the width of tax columns, thereby increasing the share of item name and description fields. You can try changing the width under Settings > Templates > Invoices > Edit .> Item table.
If you have any further questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Multiple manual reminder templates
I'd like to create different levels of manual reminders for overdue invoices (first reminder, 2nd reminder, last reminder) with different templates (e.g. more drastic reminder if it's the last).
Could you increase the number of templates you can create for manual reminders?3 votes -
Grouped invoices in invoice tab itself
I feel it will be helpful that grouped invoices in invoice tab itself
1 voteHi Godfrey,
Thank you for posting on our community.
In Zoho Invoice, though you would not be able to ‘group’ invoices per se, you can make use of custom views to categorise your invoices based on different criteria. You can refer this link to know more about custom views:
https://www.zoho.com/invoice/help/invoice/more-with-invoice.html#create-custom-views
If you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
It would be awesome if when creating an invoice from a timesheet we could group the tasks by date.
It would be awesome if when creating an invoice from a timesheet we could group tasks by date into a single line item. Currently we can group the same task time entries together into one line item on the invoice but not able to group several different tasks together by date as line item.
So for example if I track time to tasks 1, 2, 3, & 4 on a project for January 10th, I would like to be able to group all 4 tasks together as one line item on my invoice.
4 votes
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