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
1092 results found
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Classification of clients and the income by country
There should be an option of sorting clients and income by country. This will enable the users so generate customer list country wise and also country wise income report.
1 vote -
Auto-populate "State" field for contacts
Be able to set a default state for all clients or have a drop down box for states that you can set up which states you want included in it. It makes entering new clients faster.
1 vote -
Automatic commission calculation on invoices based on individual products %
Total commission calculation on each invoice should be automatic based on a predefined commission % of each product (since products could have different margins).
In another instance, commissions could be different based on salesman or quota.
10 votes -
Don't show Bank Details on the PAcking Slips/Delivery Notes!
I think nobody will complain if the Bank Details, as specified in the "Add you Bank Details" in the template, will not be shown in Pcking Slips and Delivery Notes. It's just common sense, coz. that field is not suppose to be there.
1 voteHi Bruno,
Hope you are doing good !
Usually, in the packing slips and delivery notes, the content added under “Customer notes” would be shown. If you wish, you also have the option to hide it (Settings > Preferences > Packing slip settings).
Could you please check if you have added the bank details under this section?
If you have added it correctly but still you face this problem, just drop an email to support[at]zohoinvoice[dot]com and we’ll get right back to you.
Cheers,
Reshma. -
Show only phisical items on Packing Slips and Delivery note
It's SO great Zoho has added one-button Packing Slips and Delivery note feature!
Adding a simple check button "Show/Not show on Packing Slip" on the item properties, could made this feature way more useful and powerful, by allowing to automatically hide service (or not physical goods) from the Packing List/Delivery note.1 vote -
Limit items by customer
Restrict specific items and prices to specific customers to reduce chance of error when invoicing customers who have contract-specific rates for particular items.
1 vote -
ability to add documents to print off with order or edit title of documents to print off
To provide our services to customers we need to produce several documents for customer (invoice), production instructions (packing note could be used), fitting (delivery note) and a book keeper note (which could be a copy of the invoice) however, It would be helpful to either add these documents with appropriate titles or be able to edit the title of existing documents. Ultimately all four documents to be automatically produced as a pack rather then printed separately (optional).
1 vote -
"Invoice created for time sheets or expense cannot be cloned." - yes it should
Instead of preventing a clone of an invoice including timesheets or expenses, why not simply clone the "static" elements of the invoice, and discard the timesheets and expenses?
This is particularly useful when invoices are generated with monthly items, but in certain months there may also be expenses or time sheets attached.
1 vote -
Send multiple invoices in one email
send multiple invoice in 1 e-mail
2 votes -
1 vote
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Update Contact Revenue from Zoho Invoice to a Zoho CRM account field
Update Contact Revenue from Zoho Invoice to a Zoho CRM account field
1 vote -
Customizing units (show a unit as 20% instead of 0,20)
You can only assign the units in terms of decimals (20% as 0.2) and add a description about if required. However, it is clearer for the client receiving the invoice if we could add the unit in percentages. It would be nice if this option is available!
3 votes -
EU B2B reverse charge tax
For EU B2B invoices there need an option, to have no tax included and also have the reverse charge tax included in different languages
13 votes -
Allow attachments to a recurring invoice
My invoice conditions are too long to fit in the 'Conditions' field for a recurring invoice, so I always send them as an attachments. Because I con't set a 'default attachment' for a recurring invoice, I have to block automatic sending and attach it manually. A 'default attachment' would allow me to send recurring invoices automatically.
Thank you.
1 vote -
Web form to capture customer information
Web form to capture customer information
1 voteHi there,
It would be great if you could drop an email to support[at]zohoinvoice[dot]com elaborating your requirement so that we can help you on this.
Regards,
Reshma. -
Support Amazon Local Register for credit card processing.
Amazon local Register offers 2.5% on swiped cards and 2.75% on manually entered cards with no additional fees.
3 votes -
Create Template for Invoice mode strip receipt
Create Template for Invoice mode strip receipt
Its is very important to have the option of have a receipt the same model you receive in a normal store.
10 votes -
On our payment confirmation e-mail, we would like to be able to reference a product associated with the invoice.
On the auto generated payment e-mail, we only can reference an invoice. We would like our client and accounting department to see the product as well.
2 votes -
Add tags to contacts
In order to better manage clients from an invoicing point of view, it would be useful to be able to add tags to contacts and then sort them by editable tags.
4 votes -
1 vote
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