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 based on cost of many task
in this moment there are the possibility to fix a budget based on a hour of staf ,or may other...
My idea is based a project based on a some worker ; example:
I renew a flat ,
I've a cost of electrician,Hydraulic, windows,concrete wall,ecc..... ; I want fix my business on a percent of this work..Thks
1 vote -
ability to format a price list for customer review
Ability to send to the customer a price list based on their particular pricing structure (i.e. wholesale, retails, discount, etc.) for the list of products available to them. Should be a simple fix to allow an export of the price list with pre formatted templates similar to how the invoice is done.
1 vote -
Social media icons on invoices/quotes Template
Social Media Icons on ALL templates (Invoices, Quotes, etc) with links integration! PLEASE!!!
And more freedom within the template text editing... How to make the titles of my templates bold?
10 votes -
Add logo of corresponding payment gateway to online payment form
the form where clients give their credit card data is very neutral (which is good). A logo of the corresponding payment gateway (e.g. stripe) would add trustworthiness to the payment form pop-up. Clients want to be sure this is not a fake form.
7 votes -
Include data for Trailing Twelve Months (TTM) in Dashboard
When looking at my expenses (the pie chart), there are many options for time frame but no TTM. This makes it so I'm either looking at my Previous Fiscal Year (which doesn't update with new expenses) or This Year (which isn't over yet, so recurring costs like insurance haven't come up yet).
TTM data would basically help keep the chart updated with new stuff (say I added a new yearly expense) while utilizing the previous year to fill in the gaps.
3 votes -
Change the order of the groups under Sales Transactions
The new sales transaction layout is great but would it be possible to be able to change the order of the groups please. At the moment you have 'Invoice' then 'Invoice Payment' then 'Estimate' then 'Reccuring Invoice' etc..
I would like to be able to 'drag and drop' or move the order to what I use most 'Invoice' then 'Reccuring Invoice' then 'Invoice Payment' then Estimate etc...
1 vote -
Invoice in negative
Create invoice in negative to make a refound
10 votesHi there,
In Zoho Invoice, you would not be able to create a negative invoice as such. To issue a refund, you can create a credit note for that invoice and record a refund against the credit note.
Credit notes will be counted as negative sales, maintaining your reports perfectly.
You can refer this FAQ page to know the exact steps for recording a refund:
https://www.zoho.com/invoice/kb/credits/refund-invoice-amount.htmlFor further queries, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Add the ability to sort estimate and invoice items
I would like to group items and then sort items within groups. Perhaps it's as simple as adding a sortable group field.
5 votes -
Test Editing tools integrated with Estimates and/or Invoices Terms and Conditions section
It's impossible to have a text with that much information without the need of some sort of "Text Edition" such as justify, bold, fonts and font size and so on and so on
1 vote -
link with my location to create a project
I drive up to a Site, hit make new project, and Soho uses my location to display local businesses- i tap on the one i'm about to enter to do a service call, project is generated and timesheet begins timer for hours on that project. if i forget to stop the timer, it logs when i've left location and closes the timesheet.
1 vote -
Adding default tax per line item
The option to automatically have the default tax set for every line item in an invoice.
3 votes -
Option of multiple addresses
We have multiple offices under one company and finance team. An option to have multiple company address so as to quote and invoice from the relevant office would be great.
7 votesHi Hollie,
We are glad to let you know that we have released the feature of adding multiple addresses for contacts :)
Check out this help document to know how this works :
https://www.zoho.com/invoice/help/contacts/contact-actions.html#addresses-contactsIf you have any queries, write back to support[at]zohoinvoice[dot]com amd we would be glad to assist you.
Cheers,
Reshma. -
ability to update project invoice with new timers if they have been added
After an invoice has been created for a project, if a new timer has been added to this project, it would be great if I was able to update my invoice with this new timer entry from my timesheet without having to delete my current invoice just to add this new entry
4 votes -
add notes in the section products
Would it be possible to include notes in the section products? I would like to manage these notes with permissions for diferent roles of users.
And these notes, not visible for customers.1 vote -
cash flow
Hi, I love Zoho products. I post this feature: an overall cash flow report based on invoices, payments, expenses in a calendar way, to forecast day by day our money stock. Thanks in advance.
3 votes -
Users can add expenses without seeing ANY financial information about clients
Currently, when Users are given permission to add expenses they must be given permission to View Clients in order to select a client to associate this expense with. A side-effect of this is that they can then see how much the client owes the company. It would be really good to enable staff to add expenses for clients without seeing this confidential financial information.
6 votes -
Project resource scheduling
Add scheduling features like project calendars, resource allocation, scheduling conflict resolution to the feature set.
5 votes -
Option to bill per week - invoice to contain date range as line item
When creating an invoice from a project, provide an option to group time sheet entries by week ending day (e.g. configurable to Sunday for example). This would result in an invoice line item for each week in a project.
Currently, the options are to have each time entry on a separate line item or all time entries on a single line item
3 votes -
advance invoice inclusive tax
is it possible that you can add the tax in the advanced payment?
thanks for your feedback
M.3 votes -
service tax
In our business some customers submit and pay taxes to the government directly which is different from tax withheld. FOR EXAMPLE:
AMOUNT IS: Rs. 100000/-
Service tax @14.5% is 14500/-
Total Payable is = Rs.114500/-
Now I will paid in the following manner
TAX withheld 10% which is Rs.10000/-
Service Tax will be paid by the customer it self: 14500/- (submitted to government on our behalf)
Net Amount paid to me will be Rs. 90000/-
So you already have tax withheld feature.
I just want multiple tax withheld options and to rename it for accounts purpose as this is service…6 votes
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