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
1137 results found
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E-waybill entry in mobile app
in mobile app, a provision can be made to enter e-waybill number details for invoices in zoho invoice mobile app
1 vote -
Custom Tab in Portal
I would like to see a way to have a new tab that I can fill in any details about this customer I want to share with them in the portal. Currently, the portal custom fields are editable by the customer and show up in other places. As a web designer I have hosting details and other links I want to have for each client so they can see them.
This is a good place to keep these notes and links but there is no way to do this now.
It would not have to be a new tab but…
1 vote -
Report for money taken in should show the sales tax
When I open the report for the money I have actually taken in, I cannot see the sales tax. I also can't find an option to add those as a column. This makes it very difficult for me to actually use the report. Some of my clients do not have to pay sales tax, others do. So I need to see my "income" without taxes. At the moment, I need to fix my reports by hand before sending them to my tax accountant.
3 votes -
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 -
provision to issue LPO
need provision and template to issue LPO(Local purchase order) to suppliers
3 votesHi there,
Thank you for posting on our feedback forum.
Zoho Invoice doesn’t have the option to create purchase orders but you can do that with Zoho Books.
Using Zoho Books, you can manage your sales as well as purchase transactions easily. If you already have a Zoho Invoice account, you can easily move it to Zoho Books using the steps here:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIn case you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
allow for entering administrative time
this feature is helpful for seeing how much time is spent working on administrative items that are not related to a project or billable.
1 vote -
Automatic Contract
Let's say you're a hire company and you have an 'Equipment Hire Agreement' that each client signs.
It would be really good if you could write out a default contract and for each customer add a 'create contract' button that would create/edit the default contract according to the customer. (Customer name, Invoice number and total, hire start date(custom box on invoice) )3 votes -
Allow UK, US and India-based companies to set EUR as base currency. Stop discriminating against us.
Please stop discriminating against UK, US and India-based companies and allow us to set EUR as base currency like everyone else can.
In my trade, everyone working internationally works in euros, since almost all our clients are based on the continent.
One of the consequences of not being able to set euros as our base currency is that we have to jury-rig a fake 1:1 exchange rate in order to be able to use the Items feature with standard rates. But this is just one example.
3 votes -
Multiple billing methods for tasks within a project
For the A/E industry, our contracts are written by tasks. Task 1 may be a $500 lump sum fee and task 2 may be $5,000. We also typically have Tasks that are hourly. This is a simple modification to your program to allow for one project set up with fees (hourly or set) based upon task not project. I have to set up multiple projects for all my tasks. This makes billings / invoicing so much simpler and setting up projects simpler. Saves time, which saves money.
6 votes -
save and send later option for partially paid invoices
The ability to save and send later for partially paid invoices as I have customers who overpay for one invoice and need the credit carrying over to the following month's. At the moment you have to mark the next invoice as partially paid with the credit and this can sometimes be missed when sending out so if we could mark as save and send later for the remainder this would be very handy.
4 votes -
comma and dot when editing invoices
In my language i type comma for decimales - not dot. I have changed the language in the settings and the final pdf's are shown correctly, but when I choose to edit, then I can't type comma, but is forced to type dot which is not natural for me. Don't know if I have done something wrong, but it is a bit anoying :) .. could you fix this?
1 vote -
Deberían incluir en la dirección la geolocalización exacta pudiendo seleccionar directamente desde google maps.
Cuando abrimos la app y seleccionamos la direccion de un cliente y nos abre google maps. este nos lleva a la dirección cargada en la ficah del cliente. Pero desde la ficha del cliente no permite colocar la geolocalización directamente seleccionando en google maps; porque muchas veces no toma en cuenta el nro de la casa. Pudiendo geolocalizar nos llevaria al punto exacto.
1 vote -
invoice level images instead of item level
I would like to be able to add two to three large images to the invoice/estimate/sales/order at the invoice level, not at the item level, thanks.
6 votesHi there,
If your requirement is to add images at invoice-level, you can add them as attachments to the invoice so that it gets sent to the customer when you e-mail the invoice. You can attach files while creating/editing the invoice.
In case you have any questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Allow quick switch between timesheets
Is it possible to have a way to switch quickly between the timesheets of different clients/projects as I work on a number of projects throughout the day and have to switch between them very frequently.
1 vote -
Add Vietnamese
CRM & People have Vietnamese language option; Invoice does not.
Format so Vietnamese labels do not overlap1 vote -
I would like to close last year and start new one in order not to get confused
I need to get a feature that shows invoices in folders, each year in separate folder.
1 vote -
Alphabetical
When adding a new client their names should automatically be added alphabetically to the existing names.
1 voteHi there,
We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.
In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
custom field for delivery note
custom field ex: delivery date...etc. for Delivery Note
3 votes -
2nd level authentication by using stored keyword at Zoho
Webroot, a high quality AV provider, use a stored keyword for 2nd level authentication. Users are asked for say the 2nd and fifth letters. Next time it might be the 1st and 6th letters. Simple, very effective.
1 vote -
Statement Credit or Outstanding
It would be great if the customer statement could show an amount owed in red text and if the customer is in credit then black text. At the moment the figure is a minus when the customer is in credit and they believe they still owe monies.
3 votes
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