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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Project list in client overview screen
We'd love to have quick access to a list of all projects from one client. Now we have to drill down into Contact > Sales and scroll all the way to the bottom for a project list. Could that just become a tab next to Sales/Mails/etc
1 vote -
Generate invoice and delivery note when only partial delivery is done
Generate partial invoice and delivery note when only partial delivery is done
6 votes -
1 vote
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Remove Users from Projects by marking them "Inactive"
I have multi-year projects, where staff changes are common. I can't delete the user from the Project, because they've already entered time (which has been invoiced) - but, at this point, over 60% of the people assigned to any of my long-standing projects are no longer involved
1 voteHi Rick,
If a staff would no longer be working for your projects, you can very well delete them. Deleting a user would not remove the timesheet entries logged by that user. It would still be in the system and you can very well invoice your clients for those unbilled entries.
If you have any other doubts on this, you can reach out to support[at]zohoinvoice[dot]com.
Cheers,
Reshma. -
Create expense automatically for certain tasks
I have different tasks with different rates depending on whether the work is done remotely or on-site. It would be great if I could tie a mileage expense to the task when I am on-site. It would be the same mileage expense every time and for every time I use that specific task on that date, I need to drive to that client. This would be great because it all but remove all the hassle it is to keep track and record my mileage. I would think other users would like the ability to the an expense to a specific…
3 votes -
Accept offline Payments: Collect Customer Payment info and add it to Invoice
I would like to Zoho invoice have ability to process the offline transactions. Just like other invoice program and shopping carts. Zoho creater is just a form it will not transfer the payment date to creator. I would like it to when customer click on online payment it transfer the invoice due amount to form. Please add the functionality to a Zoho invoice
We already have existing Credit Card Merchant Services Account and ACH account setup with 3rd party. Since we been using them from long time, so we are getting a good rates and we don't like to change…1 vote -
Indian Payment gateway Rozarpay
We need more payment gateway with zoho due to rozarpay is creating monopoly business and offering unusual payment terms which is not as per industry norms. they offer 15 days settlement time to us where as on same business payu and cc avenue are offering T
=1 day1 vote -
Subject Line in Expences
Whenever we are entering an expense first think to be shown is "Subject", as to what is expense has been made.
3 votesHi there,
To record ‘as to what an expense is made’, you can make use of the “Expense Category” field. You can also create your own categories under Settings > Expense category.
Hope this helps.
Regards,
Reshma. -
ITEM PRICES IN DIFFERENT CURRENCIES (USD AND OTHER)
Hello, the idea is to have items priced in usd as well as items priced in your local currency. It would be great if we could have items priced in different currencies, mostly in the latin american market, where all the import goods need to be priced in usd.
Nowadays zoho lets you decide whether a client is priced in local curreny or other (usd) but it is useless if the products cant be priced in usd. it makes me have to work on pricing of my articles every week, it is time consuming and a cause for mistakes.
5 votesHi Mayri,
We totally understand your requirement. If a customer belongs to a currency other than your base currency and you invoice them, exchange rate will be applied to the item rates so that the customer is invoiced in his own local currency.
However, if you do not want the exchange rates to be applied and you want the item prices itself to be in a foreign currency (USD, in your case), it’s possible using a workaround:
1. You can create a price list and choose to “Enter the rate individually for each item”.
2. After this, choose the price list currency to be USD and enter the USD price of the required items and save it.
3. Now, associate the price list to all the customers you wish to. (Select the contacts using checkbox to the left of each contact > Select “Bulk update” > Choose the… -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We have recently rolled out an enhancement that can serve as a good workaround to your requirement.
You can now print/email the customer statements of up to ‘25’ contacts in bulk.
To try this out:
- Navigate to the “Contacts” tab;
- Select the contacts whose statements you need to print/email;
- Set a date range (The transactions created within this date range will be included in the statement);
- Go for the “Send customer statements” or “Print customer statements” option.Give it a spin and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Ability to sort invoices by "payment method"
Currently, there is no feature to allow sorting by "payment method". This is really helpful in determining how much of a business is run on cash or credit.
1 voteHi Andrew,
Since the invoices can be both paid and unpaid (leave alone the draft and void ones), it would not be possible to sort invoices based on the payment mode.
However, the payments listed in the “Payments Received” section can be sorted based on the payment mode.
Kindly try this and let us know if it helps.
Regards,
Reshma. -
Attaching updated invoice with the thank you note
It would be helpful if the updated invoices attached to the thank you note for the payment
1 vote -
please can you add vougepay payment gateway to the invoice integration because that what we mostly use in Nigeria
we are about to pay for zoho finance but because of this we may have to hold on
1 vote -
Total Amount on Search Pages
When I search by Reference # on payments received, by example, I get a list of invoices with the same reference #, but not the total amount.
2 votes -
Integration with Instamojo Payment Gateway
Please add Instamojo as Payment Gateway.
6 votes -
Change Default Sorting
Please make an option to change the default sorting of expenses/invoices.
I would like to have my expenses sorted by date by default. Right now I have to change the sorting every time I visit the page, as we often get invoices that date back some time at the end of the month. For lookup – however – I need them in the order of the actual invoice date.
It is especially annoying, that when I click on the date label to change the sorting it first sorts them in ascending order showing me my invoices that are years old...
15 votes -
We need to be able to send invoices out in batches according to specific items, example all transportation invoices, all hotel invoices etc.
For example:
Send reminder notices only to all hotel invoices3 votes -
Multiple SKU per Item.
I would like to have multiple SKU's be attached to the same item. This dovetails into having custom fields be item specific rather than applicable to all items. This would allow for me to create Item A, Item A is available in three colors, each color having an individual SKU. This would save on having to create three distinct items. Further it would allow for pricing variation between retail and wholesale without having to create new SKU's for the same product.
3 votes -
1 vote
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Recurring Expenses Notification
Make Expenses Recurring notification via email or text
4 votes
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