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Zoho Invoice

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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28 results found

  1. Feature to categorise items

    Now all items are listed together. It is very hard to manage. If the items could be categorised (like labels in Gmail) and if it could be selectively displayed (like collapsable rows) it will be better if a firm provides services/goods which could be categorised.

    3 votes
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  2. 1 vote
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  3. add bulk items in mobile version

    Can you add bulk items in the mobile version?

    1 vote
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  4. image in description

    apart from general pixel sized image in item, need to add a larger image to description so that match the current work

    6 votes
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  5. items attachments pdf

    Attach a PDF to an item , like manual, legal documents, conform documents...
    If this items is chosen in estimate or invoice attach these documents in the e-mail send by Zoho Invoice

    1 vote
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  6. Bulk image upload for items

    The ability to have a field in the CSV file that references the name of the image that corresponds to the item, and then the ability to upload those images. I.e. Item1, Item2, ...,Item10. Image1.jpg, Image2.jpg, ..., Image10.jpg

    3 votes
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  7. Option to remove the description field in Items

    We should have the option to omit the description field in the items while creating the invoice to save precious time

    3 votes
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    Hi there,

    We would like to inform that the ‘description’ field while creating an item is optional and can be left blank. In the invoice PDFs too, you have the option to hide the ’Description field.

    If you need any further help on this, please feel free to write to us at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  8. 3 votes
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    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, you would not be able to track inventory for your items. However, you can integrate it with Zoho Inventory and know the available stock for all your items.

    From your Zoho Invoice account, you can click on Settings > Integrations > Zoho Apps > Zoho Inventory and link these apps.

    If you have any further questions, feel free to reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  9. 115 votes
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    10 comments  ·  Items  ·  Admin →
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    Dear customers,

    Thanks for your feedback.

    Though there is no direct ‘bulk update’ option as such for items, there is a workaround that serves exactly this purpose.

    You can export all the items to a CSV/XLS file in one shot, make the necessary changes and import the file again. While re-importing them, you have the option to ‘overwrite’ existing records based on the data in the file you are importing.

    Here is the best part: Earlier, you could overwrite the items only based on the ‘Item Name’. Since it’s possible that the item name itself needs a bulk update, we have supported two more options – in addition to ‘Item Name’, you can now overwrite the existing records with the ‘SKU’ or the ‘Item ID’ as the base field for identification.

    If you have any questions on this, feel free to drop an email to support@zohoinvoice.com

  10. Go back to picking items (and contacts) from a menu

    Recent updates have changed how items are chosen. Before, you could scroll through your list which included item name, description and price. Now you can only pick by name. I have 600 items, I need to be able to find items using all the information.

    If my items are:

    1234 item A $5
    1243 Item B $10

    I used to be able to look at that list and choose the correct one. Now, all I can see is 1234/1243 and that is all I can search too. This is very limiting.

    The same applies to contacts as well, although that…

    1 vote
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    2 comments  ·  Items  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum :)

    As far as Zoho Invoice is concerned, we haven’t made any recent changes to the way the items can be searched while creating transactions.

    If you could drop an email to support[at]zohoinvoice[dot]com, we can schedule a call and discuss more on this.

    Regards,
    Reshma.

  11. voorraad

    kan ik een voorraad beheer instellen bij invoice

    1 vote
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    Hi there,

    We understand that you wish to mange your inventory using Zoho Invoice. But, I would like to let you know that inventory management is not a part of Zoho Invoice but it’s possible using Zoho Books.

    Zoho Books is an in-depth accounting tool and an upgraded version of Zoho Invoice. Using Books, you can manage both invoicing and inventory.

    You can reach out to support[at]zohobooks[dot]com so that we can assist you better on this.

    Regards,
    Reshma.
    -——————————————————————————-
    Nederlandse vertaling:

    We begrijpen dat u uw inventaris wilt gebruiken met Zoho Factuur. Maar ik wil u graag laten weten dat voorraadbeheer geen deel uitmaakt van Zoho Invoice, maar het is mogelijk om Zoho Books te gebruiken.

    Zoho Books is een grondige boekhoudkundige tool en een geüpgraded versie van Zoho Invoice. Met behulp van boeken kunt u zowel facturatie als inventaris verwerken.

    U kunt erachter komen support[at]zohobooks[dot]com te ondersteunen, zodat…

  12. Multiple SKU per Item.

    I would like to have multiple SKU's be attached to the same item. This dovetails into having custom fields be item specific rather than applicable to all items. This would allow for me to create Item A, Item A is available in three colors, each color having an individual SKU. This would save on having to create three distinct items. Further it would allow for pricing variation between retail and wholesale without having to create new SKU's for the same product.

    3 votes
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  13. Be able to sort items by Qty on hand

    Need to be able to sort items by "STOCK ON HAND" - for some reason all other columns are sort-able but Stock on hand.

    3 votes
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  14. ITEM PRICES IN DIFFERENT CURRENCIES (USD AND OTHER)

    Hello, the idea is to have items priced in usd as well as items priced in your local currency. It would be great if we could have items priced in different currencies, mostly in the latin american market, where all the import goods need to be priced in usd.

    Nowadays zoho lets you decide whether a client is priced in local curreny or other (usd) but it is useless if the products cant be priced in usd. it makes me have to work on pricing of my articles every week, it is time consuming and a cause for mistakes.

    5 votes
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    Hi Mayri,

    We totally understand your requirement. If a customer belongs to a currency other than your base currency and you invoice them, exchange rate will be applied to the item rates so that the customer is invoiced in his own local currency.

    However, if you do not want the exchange rates to be applied and you want the item prices itself to be in a foreign currency (USD, in your case), it’s possible using a workaround:

    1. You can create a price list and choose to “Enter the rate individually for each item”.
    2. After this, choose the price list currency to be USD and enter the USD price of the required items and save it.
    3. Now, associate the price list to all the customers you wish to. (Select the contacts using checkbox to the left of each contact > Select “Bulk update” > Choose the…

  15. 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
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  16. Item prices in different currency

    Enable the currency option on the price for the Item.

    6 votes
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    Hi there,

    In Zoho Invoice, though it’s not possible to create item rates directly in foreign currencies, you can create a price list and achieve this.

    While creating a price list, you can define the currency in which you’d like to add the item prices and you can even associate price lists with customers if needed.

    You can take a look at it here and if you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com

    https://www.zoho.com/invoice/help/items/items-price-lists.html

    Regards,
    Reshma

  17. 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
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  18. 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
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  19. Custom Text field for Discount type below discount tab.

    There should be the field of discount type below discount percentage to give people details about what discounts they opted for.

    4 votes
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  20. Item Merging

    Merging od Items much the same as the merging of clients.

    I am currently Migrating a client from NUTCACHE to ZOHO Invoice.
    In the process a few ITEMS have duplicated, it would be great to simply merge these items.

    6 votes
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