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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Overdue Invoice alert in CRM
Is it possible to have an integration that shows up in the CRM when clients have overdue invoices?
1 vote -
Print Timesheet from Project
Please introduce the ability to print a timesheet (to pdf or spreadsheet) straight from the timesheet view in a project, reflecting the filters set. Thank you.
3 votes -
1 vote
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Due Beginning of Next Month
In order to send the invoices in prior and to get payment on the future date. Due beginning of next month seems to be a useful Due Term.
1 vote -
UNDER REPORTS , SALE BY HSN CODE AND SALE BY DATE IS VERY MUCH REQUIRED
SALE BY DATE AND SALE BY HSN CODE IS VERY MUCH REQUIRED TO MAKE GST RETURNS MANUALLY. THESE REPORTS MUST BE AVAILABLE UNDER REPORT SECTION
5 votes -
Add an additional user for a fee in zoho invoice
Even if am on a subscription i need to be ableto add an additional user for a fee.
1 voteHi there,
In Zoho Invoice, the Professional plan offers 10 users as part of the subscription.
If you would like to add more than 10 users, you can very well reach out to support[at]zohoinvoice[dot]com with the number of additional users you would like to purchase and our team would be glad to help you out.
Happy invoicing!
Regards,
Reshma. -
Sync between multiple companies
I have 2 companies that sales products to the same clients (but due to regulatory restrictions it is easier to have to separated companies when you come to this than having one that sells the 2 kind of products... go figure !). Is there a way to have a synchronised client list between those 2 companies ?
6 votes -
Timesheet Invoice Creation should Use Dates
When using the feature to create an invoice from timesheet data, although I can generate line items for each timesheet entry, the dates are not importable despite there being a date field in my invoice. This should be connectable for automatic import. Putting the date in the Line Item description (though available) is a poor substitute when I have a date field.
3 votesHi Preethum,
Thank you for posting on our feedback forum.
We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same.
Looking forward to your response.
Regards,
Reshma. -
GST Compliant Invoice Sent Via Email
Currently, Invoices printed from with in Zoho Invoice only are Document Marked like "Original For Recepient" or "Duplicate For Supplier" BUT not for the ones sent via mail. They are simply plain and thus Non-GST Compliant. The one sent to customer via mail should be "Original For Recepient" and the one sent to self or saved with in Zoho Invoice should be marked "Duplicate For Supplier"; In case it is goods based invoice, then option for "Triplicate For Transporter" should also be available.
Business reject these invoices and i am forced to print so that they are marked and send…
7 votes -
3 votes
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sort timesheet by date (desc) instead of task
hi!
it would be great, if the timesheet (the list of time entries) were sorted by date in descending order by default. right now it is sorted by task (i can not imagine a possible use case where i would want this).
currently i always need to click on the date column header twice to see if i didn't forget to log time at a client.
3 votes -
If the label able drag and drop customized manner means it easy to us.
I want to choose label as per my wish in the invoice templete
3 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, you can very well rename the label of almost all the fields present on the invoice. This can be done under Settings > Templates > Invoices > Edit.
If you can drop an email to support[at]zohoinvoice[dot]com with your exact requirement, we’ll be happy to assist you!
Regards,
Reshma. -
Terms & Conditions per template
We have different payment terms for different estimates as we sell two different services with different payment terms. This means that we need to manually paste the terms on each estimate to make sure it reflects the right service. The option of having the Terms & Conditions based on template would therefore solve this problem. Should be that hard to fix.
3 votes -
payment term
Payment "term" section to be enabled to the estimate section just like on Invoice section.
It is important for me and my client as I can show them how the term is going to be.3 votesHello,
Thank you for posting on our feedback forum.
Payment terms are typically used to set a due date to an invoice and collect payments within that date. Since the clients cannot make payments for estimates, neither the “due date” nor the “payment term” would come into the picture.
As far as estimates are concerned, it’s a deal you offer which they can accept/decline. To set a date before which you would like them to accept/decline, you can make use of the “Expiry date” field in the estimate.
Hope this helps. If you have any queries, you can write an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Automation based on template
I would like to assign automated payment reminders (and overdue) for specific templates used. Ex. we invoice for several different company's each requiring their own invoicing and payment structure. Company A using A template, wants automated reminders sent every week and past due send 1 day after due date, company b using B template doesn't want any reminders sent.
1 voteHi Jacque,
Thank you for posting on our feedback forum.
We totally agree that it would be nice to have reminders customized at customer-level and I shall let the team know about it.
For the specific scenario you’ve mentioned, we would like to offer a workaround. If a customer doesn’t want any reminders to be sent, you can use the “Stop all reminders” option for that customer alone. Kindly take a look at this link:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#stop-reminder
We believe this would help you to some extent :)
If you have any other queries, feel free to reach out to us at support[at]zohoinvoice[dot]com
Cheers,
Reshma. -
Make Projects button like the estimate and invoice button.
I keep finding myself having to dig into the Timesheet or some other added step to find projects. Why not just have a button like the other items?
2 votes -
More Filters for the calendar view of the timesheets
For example :
different colors for each user
Filter by project and by user...6 votes -
Custom Charges Field for Invoices/Estimates
I need to add custom charges in invoices like Insurance charge, legal charge, etc. There are more 5 charges. Currently I can only add two charges Shipping Charge and One Custom.
3 votesHi there,
Since the nature of these charges are business-specific, it would not be available by default in Zoho Invoice. A workaround for this would be to add these charges as line items in the invoice.
You can try this and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
a column for item description on sales reports.
I would like to see a way to add column/fields to "sales by item" reports. It would be nice to see the item name and a description when running reports
3 votes -
Personalizzazione Preventivi
Salve
vorrei sapere se fosse possibile aggiungere immagini ad ogni prodotto del preventivo, e creare una descrizione di presentazione del preventivo con formattazione e immagini.grazie mille per la vostra attenzione...
1 voteHi,
We believe our support team responded to you via email regarding this. If you have further queries, you can write back to us via email and we’ll be glad to help you.
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Versione italiana:Ciao,
Crediamo che il nostro team di supporto ha risposto a voi via e-mail in merito. Se hai altre domande, puoi scrivere via e-mail e saremo lieti di aiutarti.
Saluti,
Reshma.
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