Zoho Invoice
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
1137 results found
-
Have the ability to put customers in groups Eg:Inactive,days of the week
I would like to categorise my customers to make it easier for invoicing as our customers are regularly invoiced according to a day of the week and
also put our inactive customers in a separate category to reduce the contact list for invoicing1 vote -
Comments for Recurring Invoices
Ability to add comments to recurring invoice profiles to store details specific to that profile - why the subscription was stopped and so on.
3 votes -
i have weekly invoice going out on auto . but i would like it to go out at 1pm please
i have a weekly invoice going out on auto . but it would be good if i could have it go out at 1pm instead of frist thing in the morining please.
3 votes -
Edit email text for scheduled invoices
I can only edit email text for invoices which are sent directly. However, if I schedule the email, there is no option to edit the individual email text.
6 votes -
1 vote
-
option to create proposals
Option to create proposals. Something similar to Freshbooks which allows users to create estimates and proposals
1 vote -
option to create recurring invoice from accepted estimate
The option to create recurring invoice from accepted estimate
4 votes -
add bulk items in mobile version
Can you add bulk items in the mobile version?
1 vote -
Partial payments – should be automatically noted in the thank you note
I received a partial payment. When I sent the "payment received" email it stated only that the payment was received. Yes, the amount received was mentioned in that mail but not that it was only partial!
It should say "1000 of 1500 received = 500 still to pay" or similar.
So how does the client know to still pay the rest?
Yes, the online invoice had automatically been updated by showing the remaining amount but what if the client doesn't see this?
It would be good if, instead of triggering an automated late payment warning, the payment received note would…
4 votes -
Company & VAT Field / VAT ID Validation
Company Registration Number and VAT ID should be already default fields.
It would be also awesome if VAT ID could be validated directly through VIES.
7 votes -
Invoices
Hello, In Bulgaria the TAX law require that when Retainer Invoice is included to the Invoice this to be as a line within the table as an expense , but not as is in this moment at the end of calculations.
This is because need to have explanation абоу grounds for deduction of an advance payment. Also because of VAT.1 vote -
Add currency options for Estimates and Invoices
A lot of businesses offers Estimates under a certain currency while clients prefer to pay using a different currency. It messes up our accounting records because I have to go all the way from deleting the accepted estimate and sent invoice to the client before I could change one invoice and enter payment using the correct currency used. What if they decide to move to a different country next year and they opt to use a different currency? It means I cannot issue a new estimate/invoice under a new one, wherein as your team suggested to make a multiple contact,…
1 vote -
Projects PAID/ UNPAID Column
Would be helpful to see at a glance if a project is PAID/ PARTIALLY PAID/ OR UNPAID so I can mark paid projects as inactive more easily. Instead I have to go to projects, sales and check it there.
1 vote -
Overview of the total unbilled amount per project
Please give us an overview of the unbilled amount (= all unbilled hours + expenses) per project.
I can find all unbilled hours (without the expenses) per project on the report section – projects summery. But it is in the very last column, so you have to scroll horizontaly to see it.
I think other freelancers have the same need to a quick overview of the total unbilled amount per project on the dashboard or onthe projects overview page.
I found the question here dated 2015!9 votes -
Separate iOS or Android app or allow existing Invoice App to enter timesheet data when off-line
I work in rural communities and don't have internet access - I want to be able to record my time spent on site immediately and not have to write it down and wait until I have access to the internet.
6 votes -
Be able to customize which items to show on Estimate/Invoice/Payments Screen
Be able to customize which items to show on Estimate/Invoice/Payments Screen
3 votesHi there,
Thanks for posting on our feedback forum.
By ‘items’, if you are referring to the fields that need to be shown in the estimate/invoices, you can very well customise that under Settings > Templates > Invoices (or Estimates) > Edit. In the page that follows, you would have the option to show/hide fields that appear in different sections like Header, Item table etc..
If you have any other requirements, please drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Purchase order,Quotation,Proforma invoice generation formats or service will be very helpful
It would be helpful if you provide us all the formats like PO,Qoutation,PI etc regularly required during business proposals
1 voteHi there,
Thanks for posting on our feedback forum.
Zoho Invoice allows you to manage your invoicing and thereby the entire sales cycle and hence it includes only estimates and invoices. However, we have another application ‘Zoho Books’ that meets all your requirements.
Using Zoho Books, you can manage invoicing as well as accounting. Since it helps you handle both sales and purchase transactions, you can raise invoices, estimates, sales and purchase orders, bills and so on.
If you already have a Zoho Invoice organisation, you can easily migrate it to Zoho Books using these steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Customer accept estimate via clientside portal - Customer add order number
I have had customers view their quotations (estimates) via the client side portal, and then they have accepted the quotation. We get an email from zoho to tell us the client has accepted the quotation. But we then have to emailthe customer, or call them and ask for an order number, so I can put the order number on the draft invoice. when a client accepts a quotation, they need to be given the option to fill in an order number. No customer places an order without an order number anymore.
1 vote -
Undo Delete is an option
Please add an option to recover deleted expense entries.
7 votes -
Import Timesheet entries from Zoho Desk
The current Invoice-Desk integration moves the invoice functionality in to the Desk application. This is only of use if you only invoice based on tickets. If however you have other things you invoice for such as equipment, subscriptions, etc, this function is of no use because all of those are kept on the Zoho Invoice side. So I am stuck with either sending 2 invoices a month or manually re-entering time entires on the Invoice side.
It would be much more functional if time entries could be selectively imported from Desk in to Invoice and then on the Desk side…
3 votes
- Don't see your idea?