Zoho Invoice
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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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Total Cost for Projects in Timesheet report
Add a column to the task group on the timesheet report for a project so that users can get a total cost of the project.
1 vote -
Field Permissions
Would like the ability to configure permissions per user role for each individual field of an invoices and contacts so that certain users cannot modify or enter data into certain fields. Also to hide fields from roles.
1 vote -
Allow a new expense to be added to an existing invoice or closed invoice
I would like a feature that would allow you to tie an Expense to an existing Invoice. For Example, in my business I sell items that I may not have in my personal stock, but my vendor will ship directly to my customer. I will invoice my customer and collect payment, then I will contact the vendor to ship the item. I pay the vendor directly. So technically the expense is billed and covered by the customer, however at the time of the sale the billable expense amount is not known to me until after the customer invoice has already…
4 votes -
Relances automatiques de factures
Parametrer les relances pour qu'elle ne soient envoyées qu'à certains types de factures (ne pas les envoyées aux factures prélevées par exemple = dont le mode de paiement est "Prélevé")
1 vote -
Conference travel funds donations
I am organizing a conference in France with ten speakers from the USA. I would like to circulate an email with all ten speakers and a stripe pay button for each speakers’ bank account.
1 vote -
1 vote
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Due by the end of next+N months
There is "Due end of next month" but I have a customer who's payment term is Net 120 Days / End of Month. I hope I could customize payment terms not only 'next month' but freely. For instance, "Due end of next 4 months."
1 vote -
invoice - "Save and close"
"Save and close" button
1 vote -
Edit Delivery Note Information before printing
I know that the feature exists for delivery notes, however, it is very limited in that you cannot enter information about the item you are selling. In fact, it is basically just a slightly summarized version of the invoice, which makes little sense. It would be great if for example, when you select 'Print Delivery Note', that you are given an option to edit the information so that things such as serial number information, etc. can be added and remain separate from the invoice. I hope you understand what I'm asking for. Thanks.
5 votes -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We would like to know more details on the payment history you are referring to. Can you please drop an email to support[at]zohoinvoice[dot]com explaining the same?
Regards,
Reshma. -
Bundle goods and services under one line i
I would like to be able to bundle goods and services under one line item, allowing for inventory adjustment. For example in QB I have a bundle called "oil change" in that bundle I am able to add items from inventory and add services, the customer only sees "Oil Change" and a total price.
1 vote -
Simplify adding Expense to Invoice: Add to Invoice on create screen or Suggest based off dates
Please reduce total number of actions to create an expense and tie it to an Invoice. Perhaps list the invoices with invoice date closest to the expense's date as a suggestion.
Goal: I'd like to avoid creating an invoice and then switching over to the invoices. While creating the exp I'd love to assign it to the inv I want at the same time.1 vote -
CREDIT NOTES SYNCHRONIZED IN ZOHO FINANCE CRM MODULE
The figures in my sales dashboards in Zoho CRM can not be true as the credit notes are not reachable from the CRM
The salesteam need to know the real business number in real time to check their goal achivement
3 votes -
Different Mileage Rates
I have several clients that don't use the Federal mileage rate. However, I cannot create a separate billable expense for this unless I want ALL of my mileage to reflect the different value. I need a way to assign mileage rates to specific clients.
1 vote -
I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks
I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks
3 votes -
Translation of payment page when customer portal is not used.
In those cases where customer portal is disabled, if a customer clicks on paypal button (the one included in the PDF file) then it redirects to a page in a different language than the one choosen on the customer profile. I think it is in the language of my account. For example, i have a customer from Brazil (portuguese language) and the payment page has all texts in Spanish, which is confusing for non spanish speakers.
1 vote -
Independent Project Portals for each Client.
We would like to have multiple projects under one client with independent project portal access. At this time you have to list each project as a client for independent portal access. This makes for messy project organization. The natural hierarchy is Client / Project, there needs to be a choice if you want the client to see the portal for a project, or the project to see the portal or both. Thank you.
1 vote -
percentage of estimates accepted / invoiced / declined
Generate a percentage of estimate status. ie. 75% invoiced
6 votes -
workweek start day set by individual Projects
We are a staffing company, and as such, we have to collect our field employee's hours in accordance with our customer's workweek. Some of our customer's workweeks start on Monday and some start on Sunday. The workweek start date is a global variable in Zoho Books/Invoice. If you would create an optional Project level workweek start day variable, then you would make your software applicable to a much larger audience. Staffing companies account for a very significant portion of the overall workforce labor pool. There are a LOT of staffing companies. You are making it very difficult for them to…
1 vote -
Cloning invoices for multiple dates at the same time
The ability to clone an invoice multiple times for preset dates in one step.
We run a subscription program USUALLY delivering to customers once a week for the duration of a program.
This would greatly help us save time rather than having to clone an invoice + select date, save, and then clone a second invoice using the F1 invoice + select date again, and so on and so forth.
Thanks in advance!
2 votes
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