Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1139 results found
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Sorting invoices based on numbers
When there are invoices more than 1000 and tried to sort invoices by invoice number, it's not sorted properly.
There are some invoices whose numbers are INV-1000, INV-1001, INV-1002 etc.
However, when they are sorted by descending order, INV-999 is listed on the top. It's sorted as INV-999,INV-998,INV-997,....,INV-1000
Hope these are sorted based on numbers.
6 votes -
Create Duplicate Invoices and Second Invoices.
In Mozambique and other countries its required that duplicate invoices be created. One which stays with the Client and one that serves of Proof with the Company. The second copy should indicate that it is a Duplicate. Another useful feature is that once the invoice is issued and printed, if it is to be printed again for the client it should indicate that it is the 2nd invoice being sent. This is useful to control whether clients have received invoices or not.
3 votes -
Separate the revenue collected when a sales person is involved.
Say, I send an invoice to a client and collect money on behalf of my candidates. I might invoice the client for $110. $100 is for the salary of the candidate and $10 is revenue collected from that placement. But in our system, it shows the revenue as $110.There should be a way to separate this $100 and $10
3 votes -
Sort expenses by Project Name and have Project Name visible in list of expenses
Would like to be able to sort the expenses list by Project Name and have the Project name visible for each entry in the list of expenses.
6 votes -
Add Estimates within Zoho Projects Integration
Zoho projects is a great way to colloborate on an estimation and it would be nice to add this to allow us to quickly send out an estimate based on the time allotmant on tasks.
13 votes -
Add Hungarian language support
It would be really nice if Hungarian language was supported in Zoho Invoice as it is in CRM and Campaigns. We have users who don't speak other languages and it would really help us to make the switch. Having Hungarian support in CRM and Campaigns was one of the main reason we tried Zoho in the first place and it's a kind of killer feature for us.
We can help with the translations if needed.
Thank you !
1 vote -
Additional report options
I sale and create a lot of invoices with due dates 30-60 days out in one month. I need a report that will show me what I collected in payment for different items in one month. Currently it only gives you the total of each invoice but if I wanted a break down of how many program1's I collected payment on or how many Travel items I collected payment for in one month there isn't an option.
This would allow me to compare my expenses to income for the month to make sure I am charging appropriately for certain items.2 votes -
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
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