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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Report
I hope we can add the TIN Number of the Customers and vendors when generating the report in Sales and Purchase so we don't need to create an excel file for the reporting of our Sales and Purchases to our Bookkeeper for TAX Reports
1 vote -
BCC to Zoho so sent emails log with clients (like Nutshell does)
I would love to be able to BCC Zoho on email so the email I send gets logged with my client entry in Zoho. Nutshell does that already.
1 vote -
allow multiple salespersons to write invoices for same client yet be able to veiw only what they sell
I have multiple technicians provide services to the same large client. I would like to be able to have each one be able to veiw only the invoices they personaly write. otherwise i have to send multiple statements to the same client
1 vote -
1 vote
Hi there,
Thank you for posting on our feedback forum.
Since Zoho Invoice focuses on the sales cycle of your business, purchase orders is not a part of it. However, you can very well use Zoho Books for this.
Zoho Books is an accounting tool and a super-set of Zoho Invoice. It can help you manage both the account receivables and payables. Hence, you can easily create purchase orders too.
To upgrade from Zoho Invoice to Books, you can refer these steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
I would like the capability to add additional columns to my invoices.
I work with many numbered files for a client. They require that I reference each one. Within each file, there are additional numbers, which I must also reference.
The capability to add, delete, alter or otherwise customize column headers within Invoices would meet such a need and the similar needs of Zoho users.
3 votesHi Deb,
Thank you for posting on our feedback forum.
For your requirement, we believe the “Custom fields” would be helpful. These are additional fields you can add to your invoices. You can create these custom fields under Settings > Preferences > Invoices > Custom fields.
If you have further questions on this, you can vry well reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Specify a "retainer applied" line item (in addition to existing "payment" description)
Ryan Partin, owner of XTech Staffing, would like to see "retainer applied" as an optional line item description. For instance, we apply retainer to customer's last invoice. On the customer's last invoice, we would like to show the customer that their retainer has been applied to their final invoice by having a line item that reads "retainer applied" (as opposed to "payment").
2 votes -
Customizable line designating audio and/or video minutes.
I work as a transcriptionist and often charge by audio or video minutes, so would like to see a customizable line item on both invoices and estimates where I could enter that number, and possibly also a customizable line item whenever a client happens to have the same number of minutes for each audio or video within a series.
On other occasions, I sometimes charge per-word, so I would like to see a line item to invoice that and also for estimates.
1 vote -
Time tracking report as additional report to Invoice.
While converting a projects time-sheets to Invoice also optionally attach the un-billed hours to the invoice as a report. (Not aggregated)
From an accountant perceptive they only want to see invoice line items grouped by type/task (Which is implemented).
From the CTO, they want to see the details time logging for a project bring billed for.
Currently, need to export and save as PDF before converting to invoice, and then attach manually the generated PDF. Would be awesome if this were done automatically.
9 votes -
References field in recurring expenses
Add reference field to recurring expenses. Some times we have the same expense category but we must to click to see what is written in the notes. It is simple and useful.
1 vote -
organisation
I modified my standard invoice template (general conditions) and that modified all previously sent invoices.
Therefore when I look at a previous invoice, it is not the same as what the client received anymore!!
This leads to client conflicts.
And my accountant warns me that it's a true legal risk, not to be able to accurately keep the exact sent invoices.
In 2 innocent click, any of my assistants can break the accuracy of all previous invoices...
Sent invoices should not be modifiable anymore, even if templates are modified.
Please :-)3 votes -
skipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices
kipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices
3 votes -
drag and drop timesheet entries in the calendar view to change the date they relate to
make timesheet entries in the calendar view drag-able to update the date they relate to.
3 votes -
better invoice reminder function
invoice reminders - can you make the emails sent from from the invoice function available? Would like them in the sent folder in mail function.
1 vote -
Window "Nouvelle entrée dans le journal" > add checkbox "Create another"
It can be practice to have a checkbox "Create another" near de button "save" .
The goal is to stay on window and facilitate the encoding of more informations.1 vote -
Go back to picking items (and contacts) from a menu
Recent updates have changed how items are chosen. Before, you could scroll through your list which included item name, description and price. Now you can only pick by name. I have 600 items, I need to be able to find items using all the information.
If my items are:
1234 item A $5
1243 Item B $10I used to be able to look at that list and choose the correct one. Now, all I can see is 1234/1243 and that is all I can search too. This is very limiting.
The same applies to contacts as well, although that…
1 voteHi there,
Thank you for posting on our feedback forum :)
As far as Zoho Invoice is concerned, we haven’t made any recent changes to the way the items can be searched while creating transactions.
If you could drop an email to support[at]zohoinvoice[dot]com, we can schedule a call and discuss more on this.
Regards,
Reshma. -
Expenses report by customer grouped by category
As i use Customers for my internal projects, i would like to see for which project how much i spent per category
3 votes -
auto-charge on due date vs invoice date
auto-charge recurring invoices on due date vs invoice date. You can put an option in the auto-charge settings to either charge the customer on invoice date or due date date..
This would allow a recurring invoice to be sent out example the first of the month and paid net 30 for the end of the month. A feature that's simple and more of the right way to implement auto-charge. Waiting for this feature before jumping on ship with Zoho Invoice. Take care2 votes -
AUTO PARTS BUSINESS CURRENTLY USING OTHER COMPANY SOFTWARE
I AM USING AUTOFLUENT SOFTWARE IS IT POSIBLE TO UPLOAD ALL MY CUSTOMER INFO TO ZOHO ? IS IT POSIBLE TO CONNECT WITH NEXPART THIS COMPANY IN USA ONE OF THE LARGEST SOFTWARE PROVIDER FOR AUTO PARTS PLEASE CHECK THERE WEBSITE WWW.NEXPART.COM THANK YOU.
1 voteHi there,
Thank you for posting on our feedback forum.
“Is it possible to upload all my customer data to Zoho?”
- Absolutely! You can import all your customer data into Zoho Invoice by uploading it in CSV/TSV/XLS formats. You can refer this help doc to know more about it:
https://www.zoho.com/invoice/help/import-export/#import-data“Is it possible to connect my Zoho Invoice organization with Nexpart?”
- Though there is no direct integration between these services, for invoice creation and other functionalities, you can make use of our REST APIs.
https://www.zoho.com/invoice/api/v3/If you have further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
2 tax request
I use the free invoice version.
I entered the tax rates in the settings (taxes).I have inserted the article that does not include VAT tax,
but I can not put another 2 taxes that are deducted from the total taxable amountthank you
1 voteHi Marco,
We presume you would like to have a way to include both taxable and non-taxable items in the same invoice and deduct the tax amount only from the taxable items. If so, that is totally possible in Zoho Invoice.
To get in touch with us regarding this (if our presumption is wrong, you can explain it to us too), please drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Add the capabilities to insert "options" in the estimates…
Add the capabilities to insert "options" in the estimates… for exemple : I sell plate (total of 20$), in option you can propose spoons for 10$ (it's optional)
1 vote
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