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
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Setmore integration
I use Sitemore for my bookings and unfortunately this does not have an invoice functionality.
It would be great if you could work with Sitemore to have a full intigration.3 votes -
Tax method validation
When creating a new line on an invoice, sometimes I forget to enter a Tax Method. I would like to have a warning if I try to Save an invoice in which a line item does not have a Tax Method.
3 votes -
Record Advance payment with tax deduction
we are unable to record advance payments with tax deduction before invoice
kindly add this feature as its is difficult for us to manage advance payments
1 vote -
Document page breaks
I'd like to see an implementation of elegant page breaks on Estimate and Invoice documents. Possibly adding the flexibility to manually determine where the page breaks.
2 votes -
Compose and send email to all contacts
Compose and send email to all contacts at the click of a button to alert of e.g closure
3 votes -
New field below the "Bill to" section
Which can be modified on a case by case basis, without needing to go through the contact list
1 voteHi there,
While creating the invoices, if you click on the billing/shipping address, you’ll be able to view the ‘Attention’ field. Kindly check if it would be suitable for you to add the necessary detail (you want to display) in this field.
Entering the information in the ‘Attention’ field can help you save time as you can do this right from the invoice creation page (without having to go to the contacts list).
By inserting the placeholder for “Attention” in Settings > Preferences > Contacts, you can display this field in the invoice PDF too.
If you have any further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
1 vote
Hi there,
Since inventory tracking is not available in Zoho Invoice, your requirement cannot be met directly. However, you can upgrade your Zoho Invoice account to Zoho Books to achieve this.
In Zoho Books, you would be able to maintain inventory for your items and also configure the settings to receive an alert when the stock goes below the re-order point.
You can refer this link to know how to migrate your account from Zoho Invoice to Zoho Books.
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, feel free to reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
vendor
Add a field to the Expenses area to show the vendor. Currently I have to add it to the Notes field and this isn't indexable or searchable.
1 voteHi there,
In Zoho Invoice, since ‘vendor management’ is not available, your requirement cannot be met directly. However, in Zoho Books, you can associate a vendor to the expenses you create.
If you already have a Zoho Invoice organization, you can easily migrate it to Zoho Books using the steps in this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, you can reach out so support[at]zohoinvoice[dot]com
Regards,
Reshma -
Add "project" title info to email headline
While sending emails: auto-templating and populating
The (send) email and header of the .pdf is simply an estimate number when auto-populated.
I would like to see the Project Title associated with the Number
I.E.
E-1234 vs (Project Name) "Exterior Painting" - E1234 from ECSW
2 votes -
Cloning both billing address AND customer address (drop-down access)
Simply put, I am a subcontractor that sends proposals to several contractors for the same project through a shared network. I would like to eliminate the redundancy of entering the JOB location when I change the contractor I am sending to.
Default- this info must be entered every time, even on a cloned proposal.
1)create proposal with client and project location info (new or existing in drop-down)
2)save draft/send
3)clone
4) select new/different client (from dropdown)
5)*still have to manually enter project location (rather than info xfer from original)
6) save/send etc.Trying to eliminate step 5.
Thanks!3 votes -
Advanced statistics
Is there a way we can have more statistics on quotes, bills and so on ? Thanks for your reply
1 voteHi there,
Thank you for posting on our feedback forum.
We have recently made some enhancements to the reports. Hence, if you could drop an email to support[at]zohoinvoice[dot]com explaining the exact kind of report you are looking for, our support team would be able to assist you better.
Regards,
Reshma -
Future Revenue reporting
There is no feature to enable a report of future revenue forecasting. Many of my contracts are multi-phase deliverables with revenue milestones. For example, I may have a $100,000 contract with 4 milestone deliveries each with $25,000 revenue item. I would like to be able to schedule these future invoices in Zoho and have a report that shows not just past invoices paid / sent but planned invoices grouped by month going forward. Please let me know if this is possible.
2 votes -
Two factor authentication - please support the Authy app
Zoho needs to support more than Google Authenticator and their own authenticator app for secure login. Please add support for Authy.
8 votes -
multiple timers
It would be nice to be able to run multiple timers when tracking project tasks. I frequently multitask several things at once, and would like to be able to keep a running timer for each task, both for the sake of billing the client, and for tracking time/cost ratio's.
1 vote -
Support for persian language in invoice
please add persian language in invoice
3 votes -
Customer Statement to include Retainer Invoice's Reference Field
When customising the Customer Statement, Statement Table section, please include the option to add the Invoice's (Retainer too!) Reference field into the Transaction Details column.
For example, the column currently says "RI-2018-00004". If the Invoice's Reference field has "Bulk Widgets XYZ for Project ABC", then the Customer Statement's Transaction Details column should be "RI-2018-00004: Bulk Widgets XYZ for Project ABC".
2 votes -
clients to be rewarded for making appointments
I would love a credit system, whereas clients get a point, or points for every appoinment made, to which businesses can turn into a credit. This will help me reward those who go out of there way and help my business run smoothly.
1 vote -
Bulk update next invoice date
Currently, the only way to update the next invoice date for recurrent invoices is to export, update the start_invoice date and then re-import (in batches of 1000 - due to file import size restrictions).
It would be great if it were possible to select any number of recurrent invoices and then use 'bulk update' to change the next invoice date. This would save a huge amount of time and stress in export/importing to perform this function.
6 votes -
Add custom fields support for timesheet entries
Allow adding custom fields to the timesheet, such as having the option to add private or internal-only notes along side individual entries, in addition to the default description field.
12 votes -
Grafic Models/Templates Editor
To create / edit a template is very difficult with the tools that are at our disposal.
So I propose that you have an editor with a graphical user interface so it would be easier to customize the templates as if we were editing a doc in the word style.
Ex: Ready-made tables (images, product-quantity-price-total-amount etc.) that can be dragged and dropped wherever we want and inside the various text or image insertion options)
Graciously;
Agostinho Quidaúla
1 vote
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