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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Email future service reminders from Zoho invoice
Be able to add a field option to sent invoices for future service reminders, follow up customer for either 6 or 12 month reminder options via email direct from zoho invoice
6 votes -
Banking Tab - Balance of bank accounts
Zoho Invoice is an invoicing software, but I don't see why this one should not have a Banking tab to manage bank transactions, and balances of account. It would be nice to connect this whit Payments received and Expenses, so we can track those more efficiently.
What do you think?
Kindest regards
13 votesHi there,
Hope you are doing great !
In Zoho Invoice, it is not possible to integrate your bank account; Sorry about that.
However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.
If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.
Regards,
Reshma -
Choose the items of a price list
When we create a price list for a client it would be useful to have the possibility to choose the items we want to show to him, instead now we are bound to show the whole price list with all the items.
Adding to this, when I send a list items I intend the client can choose from different items so it would be useful if we could not show the total because it can be confusing for the client.5 votes -
from estimates we need another link to make a performa invoice so that we do not need to make it separately
From estimates we need a link to make a performa invoice so that we dont need to make them separately and a link is not broken between estimates an invoicing stage
5 votesHi there,
Thank you for posting on our feedback forum.
We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.
Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.
Regards,
Reshma -
Simple non itemised invoice template for service providers
For service providers who do not have itemised sales, a template with description and price columns only, but without items, quantity or rate columns would be much tidier.
4 votes -
Reports on shipping charges
The option to run reports on shipping charges levied on invoices.
3 votes -
4 votes
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Be able to delete a contact person from a recurring invoice
Be able to delete a contact person from a recurring invoice
1 voteHi Ron,
If you wish to remove a particular contact person from receiving the emails of a recurring invoice profile, you can just edit the recurring invoice, remove his/her email address from the “Email To” section at the bottom and save the changes.
Once this is done, that contact person alone will not receive emails of the invoices created from that profile thereafter.
Hope this helps :)
Regards,
Reshma. -
Sync email contacts with invoice.... Not sure why this does not already exist. Seems like a basic requirement to me.
Email contacts should be able to sync with invoice.
3 votes -
In "expenses / bulkadd", add a 'block option' to assign taxes for all of them
In "expenses / bulkadd", add a 'block option' to assign taxes types/inclusion for all of the expenses added in bulk.
1 vote -
Customizable pop-up or a post-it note in invoice module.
Customizable pop-up or a post-it note type entry that is attached to the accounts/invoices and a flag shows up in various views and reports to quickly zoom in ion specific invoices.
1 vote -
Ability to create packing list from multiple Invoices
As a Production Manager with 40-80 Invoices (and deliveries) per week, I need to quickly create a daily packing list from 15-20 invoices so that we can load our delivery van with the correct amount of each product and get out on deliveries quickly and efficiently.
Today, when we create our packing lists manually, we make mistakes that we don't discover until we're at our customer sites. To correct these mistake we have do a second delivery run which costs us time and money.
4 votes -
step customer order
Betweens Estimate and Invoice, the step Customer Order is need.
You can have an order but do not create Invoice. It is a temporary step but important to have.3 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, it’s not possible to create ‘customer orders’ as such. However, in Zoho Books, you would be able to convert estimates into ‘sales order’s, which can then be converted to invoices.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you further on this.
Regards,
Reshma -
Standardize font editing options in templates.
Invoice Template editor
Some font sizes are set in the template for the item such as notes This is set in points e.g. 8 ptSome are set inline in the text editor such as bank details and this is set in pixels e.g. 10px. This means that you can't get to match your font sizes when adding bank details
Also the bank details editor doesn't recognize carriage returns which ends up display a long line of text instead of showing the new lines. when viewed in the PDF.
4 votes -
I want to send my income & expenditure to my accountant how can i do it
Monthly returns that I can send to Accountant,
So I want to send copies of invoices & copies of expensies
1 voteHi there,
If you wish to send the details of your invoices and expenses, you can very well export them in the CSV or XLS format and send it to your accountant. You can refer this help document to know the steps to export your data.
https://www.zoho.com/invoice/help/import-export/export.html
While choosing to export the data, you can set a custom date range (“Current month” in your case) and export the invoices/expenses created in that range alone.
You can also try generating the “Invoice details” report and “Expense details” report and export it if that would suit your needs better.
For any queries on this, you can write to
support[at]zohoinvoice[dot]comRegards,
Reshma. -
Check Return
I got a check from the client i emailed him the receipt but then the bank rejected the check as the name mentioned on the check was wrong. We should have a provision where we can put in a check return activity and print it so that we can claim a new cheque from the client and also an email can be sent to the client stating the reason for the check return.
This is very important
1 vote -
Signature integrated in "Email Contact"
Have your signature available when you click "Email Contact" when under the customers contact information.
6 votes -
by default disable the option, 'send receipt thank you note' while recording payments.
By default, disable the option 'send a thank-you note' while recording payments so that you can select it only when you want.
1 vote -
Pagination of "Notes" and "Terms and Conditions"
Pagination does not necessarily go correctly if the invoice is spread on a number of pages. The headers "Notes" and "Terms and Conditions" should stay on the same page with the following paragraph, not so that the header is the last line on the previous page and the actual content is alone on the next page.
Basic stuff, should work like in text processing, paragraph settings "Keep with next"
1 vote -
Ability to have a "sandboxed" expense entry (similar to the isolated timesheet entry)
Our subcontractors need to be able to enter expenses and add timesheet entries, but we don't want them to be able to see all of our corporate expenses.
Is the ability to have a "sandboxed" expense entry (similar to the isolated timesheet entry) on your development path?
1 vote
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