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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Quote Summary or Group
Is it possible to group several items and only show the price of the sum of those items?
Example:
"Table Type A
1.5 ml finishing = $ 10
0.8 m2 of material = $ 20"On the quote show only "1 pc Table Type A = $ 30"
3 votes -
1 vote
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Heard, If you are supplying goods t a party and charged tax at 18%, then you have to charge tax on transport cost also at 18%.
Heard, If you are supplying goods t a party and charged tax at 18%, then you have to charge tax on transport cost also at 18%. This option is not available with zoho, please guide If I am wrong or you may implement the same.
1 vote -
4 votes
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Search functionality for the iOS and Android Apps.
For invoices and estimates equally. We Regularly estimate multiple jobs to the same client. The iOS app has no search feature that we have been able to find and does not display enough information in the estimates list, to distinguish easily between estimates.This means we must remember estimate numbers, or open each estimate one after another to remember what it was for. Tedious and slow, defeating the point of an app on the go. Search features ARE available in a web browser, but why should app users work without such a massive time saving feature?
1 voteHi Lydia,
We certainly agree that the mobile apps should support the critical functionalities like the search option. The iOS app of Zoho Invoice indeed has a search option for each section, which you can make use of.
Kindly update the app to the latest version and let us know your feedback by writing an email to support[at]zohoinvoice[dot]com
Cheers,
Reshma. -
Accept checks securely as echecks, not ach
Provide a platform to securely accept e-check payments with typical low e-check pricing and immediate check printing (not ACH services that take 3+ days.)
1 vote -
Reminder Notification for Follow up
It's great to be able to add comments in Quotes, however if you are dealing with a number of clients, and you promise to call them back at a certain time, it would be great to add a reminder for yourself, maybe even a report of what follow ups to do today. Maybe add a calendar to the program.
1 vote -
Integration with Behalf financing
Our customers are able to pay with Behalf financing but we have to manually add their payment each time. It would be nice if it was integrated to include Behalf as a payment option.
1 vote -
1 vote
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Use a real chosen library for auto-suggestion
The current auto-suggest is pretty loose. You can't type a series of words and letters to find :
- a contact
- a productThe order of name has to be respected... This is cool but old and useless. Why not prefere some basic chosen library: https://harvesthq.github.io/chosen/ or vanilla like : http://devbridge.github.io/Vanilla-Autocomplete/ or
https://bevacqua.github.io/horsey/There are plenty :)
2 votesHi Gabriel,
Thank you for posting on our feedback forum.
If you are looking for the search functionality where you can find an item or a contact by any part of its name, I would like to let you know that it’s possible in Zoho Invoice :)
To enable this for your organization, kindly drop an email to support[at]zohoinvoice[dot]com with your registered email address and mention your organization ID so that we can take it forward.
Regards,
Reshma. -
Generate invoices of multiple organisation from single signon and group company concept for customers
The user should be able to generate invoices of multiple organisation (Group Companies) from single sign-on. Also need client level grouping since a single client may ask me to raise invoice on his different companies as per the terms of contract. Group co. concept will help in mailing all bills in single mail to a client and also help in generating effective outstanding recovery MIS
1 vote -
Designate specific name that appears on estimates (or invoices)
I often send estimates to three/four people, but one is the designated "contact person," and therefore the person who should appear on the Estimate/Invoice. I can email it to multiple people, but I want to be able to designate one person as the main contact through the check boxes at the bottom of an Invoice/Estimate draft.
2 votes -
Time log tool For Pc and Android
time sheet and time log issues, currently you have to add notes to the time log before you start the timer you can't add notes while working and timer is running. On a PC you have to go to time sheets and edit notes after the fact. On android you have no options to edit notes
3 votes -
Total current assets for dashboard.
I think that since there is a bank fee field we should have a "total current assets" widget on the dashboard that would show the total receivables/payments minus the total expenses for a accounting period. this way we can have a more accurate representation of our liquid assets.
3 votes -
Bulk Add Expenses
Apparently this feature was removed...it should be added back in.
3 votesHi there,
Thank you for posting on our feedback forum.
Yes, as you mentioned, we had the “bulk expense” functionality removed for a very short while and it was added back soon.
Please have a look at it and let us know if you have any queries :)
Regards,
Reshma. -
trend report
Create a trend report that shows the invoice amount history per customer over a period of time. That way we can identify spend habits or issues with customers that are invoiced in a regular basis.
3 votes -
Import currency from ECB
The European bank offer a free currency file each day
Would be nice to be able to import that automatically or manually
Link to the file: https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html
1 voteHi Steen,
In Zoho Invoice, it’s possible to fetch automatic exchange rates by choosing the “Enable exchange rate fields” option under Settings > Currencies. This would fetch the exchange rates from ‘Open Exchange Rates’ (https://openexchangerates.org/).
You can take a look at this help document to have more insights on the same:
https://www.zoho.com/invoice/help/settings/currencies.html#exchange-rate-feedsHope this helps.
Regards,
Reshma. -
Transport detail
Transport detail
1 voteHi there,
It would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining your requirement so that our support team can get in touch with you!
Looking forward to your response.
Regards,
Reshma. -
1 vote
Hi!
With the help of the online payment gateway integrations in Zoho Invoice (at the moment), you can only receive payments. It’s not possible to refund/return the money back to your customer via Zoho Invoice.
Hence, you would have to take care of the actual money transfer using your payment gateway account and record it here in Zoho Invoice.
Hope this helps :)
Regards,
Reshma. -
India GST Style Template be created in the Simple or Compact Template.
Hi
Can the Standard - India GST Style Template be created in the Simple or Compact Template.
It will be really helpful
4 votes
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