Zoho Invoice
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If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com
1147 results found
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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 -
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
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