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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Default tax preference for contacts
Set a default tax mefhod per contact. Some contacts use compounded tax, some use other methods, but the tax method is always the same per customer. It would save a lot of time to fix a contact's tax method by default.
6 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, we have different editions based on your business location. In some editions, the app offers the option to choose tax preference for contacts while it’s not possible in some other editions. Hence, we request you to drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma. -
Active customers list
Would be great if i could print a list of customers or even a phone list with customers names and phone numbers
1 vote -
Print sticker of basic customer details, Invoice number etc
Feature for printing sticker with basic customer details, invoice number, custom fields of invoice etc
1 vote -
Ability to drag and drop items from the list to re-sort in non alphabetical order.
Ability to re-sort items in item list. It is done alphabetical now I would like to drag them to re-sort.
1 vote -
Set previously issued invoice to a recurring invoice
Previously issued invoices cannot be "linked" to a recurring invoice profile.
3 votes -
Custom fields in the bulk expense form
I created a custom field called "Supplier", works pretty good but it would be great to be able to fill the form directly in the bulk form. Or at least letting the user which field they'd like to fill in the bulk entry area.
3 votes -
4 votes
Hi Luke,
In Zoho Invoice, apart from the pre-defined templates, we have something called “custom HTML templates”. These custom templates give you the freedom to build your own invoice template using HTML.
If you wish to know more about it, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
i want to be able also record supplier in record expense
i want to be able to also record supplier (in red ) in record expense as well as date,category and amount so i can see on dashscreen
1 vote -
Allow tasks to have duplicate names
Currently we cannot create a new task in a project with the name of an existing one.
But usually, when we are re-discussing a project with client, arrive a moment when we are reviewing a task rate.
So we have :
"Task 1" - Rate 100$ in 2016.
Then after rediscussion we will -
- deactivate "Task 1"
- create a new "Task 1 - Rate 2017" - Rate 110$But basically for the client, this is the same task / item. Only the price has changed.
As that name (might) appear on the invoice, this is not very client…3 votes -
custom invoice template online payment
Show invoices using custom templates on the web portal. Currently, the PDF uses the custom template but the Preview and the Web Portal default to a standard template. It confuses customers right when we need them to trust the online payment system.
6 votes -
Need to have the billing card person's name listed on the receipt/invoice
I need to have the billing card person's name listed on the receipt/invoice. How do I set that up? That way with multiple credit card payments, we know who paid what.
15 votes -
Customise contacts view
When I look at the Contacts view, it's important for me to know which country the person is in. I've worked around the problem by putting the country in the Work Phone field, but it would be nice to be able to customise what information is shown in the overall summary (and sort on country).
1 vote -
subtasks
as you have in ZOHO project, You are able to make subtasks.
With invoices this is not possible.
So you could invoices the subtasks but you can log you hours for later references and new projects.
For example.
This is for project A for Client 1
Prestudy is something i would like to invoice to my client.
In the pre-study phase, I have to do some tasks like getting base info, talking with stakeholders, setting up meetings, making meeting reports.
All the tasks I don't won't to place on the invoices, just pre-study the rest of the info is for…3 votes -
invoice show total of all invoices due
Can we have an option that shows on the Invoice for a customer, their current status of account. eg. I have customers who pay a lump sum in advance, each month the Invoice simply shows a that it's paid but doesn't show what their credit balance left is. Also if a customer hasn't paid the last bill, it would be good to show on the Invoice that they have an overdue balance without affecting the overall totals on that invoice.
3 votesHi Dale,
Thank you for posting on our feedback forum.
1. For letting the clients know their credit balance, you can give them access to the client portal. When they login to the portal, they would be shown a dashboard which has information about their “Credits available”.
2. Displaying their overall balance due – For this, you can insert a placeholder in the email templates.
- Move to Settings > Email templates > Invoice notifications > Show mail content;
- Use the “Insert placeholders” option and insert the placeholder for “Customer Balance”;
- Save the changes.The above placeholder will just display their overall unpaid amount without affecting the balance of the current transaction.
If you have any doubts on this, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Adding tax numbers to the tax
Adding tax numbers to the tax so that it appears on the invoice when that particular tax is added.
2 votes -
Desktop Editions
Having a desktop eidition would be great.
6 votes -
Add Lite Note on Dashboard
I'm glad if there is LITE NOTE feature on Dashboard for Administrator use for any important notes or remark
3 votes -
PO to suppier
Kindly add option for sending PO to supplier, if readily available please let us know
1 voteHi there,
Hope you are doing good!
Zoho Invoice typically deals with the sales cycle of your business and hence you can add your customers’ information here but not vendors (suppliers). To manage both clients and vendors, you can opt for Zoho Books.
Zoho Books is an accounting tool and a super-set of Zoho Invoice. In Zoho Books, you can create Purchase Orders and associate it to vendors ; You can email them as well. If you are using Zoho Invoice already, you can upgrade it directly to Zoho Books so that all your Zoho Invoice data gets transferred over there. To know the steps to upgrade from Zoho Invoice to Zoho Books, you can refer this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html
If you have any further queries, just drop an email and we would be happy to help you out.
Regards,
Reshma. -
1 vote
Hi,
We are really sorry that you weren’t able to access your Zoho Invoice organization. Actually, we have responded to you through our support portal. We shall get in touch with you today and make sure you stay on top of your business :)
Regards,
Reshma. -
when entering timesheets using weekly log option, it should be good to have access to the previous and next weeks
when entering timesheets using weekly log option, it should be good to have access to the previous and next weeks using shortcuts
1 vote
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