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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Terms & Conditions
It would be very helpful, that when a client enters the portal to ACCEPT an estimate, they can also check a box for TERMS and CONDITIONS that shows their acceptance - also - it would be nice to attach a file to that that pops up and show them the specific terms and conditions for acceptance. Exactly like you have on this page for submitting your ideas.
5 votes -
Italy invoice XML form export. Italian Gevernemente requires this documents from January 2019
Hello,
zoho invoice will be prepared by the end of this year to electronic invoicing (xml and sending) according to the new Italian legislation?Please give us an answer so that we can organize quickly.
Thanks to the availability
PS. Consider that it is mandatory therefore not to update your system will make you lose all Italian customers by the end of the year 2018.
31 votes -
discount amount display on invoice
currently the invoices display "Discount %" regardless if im discounting a $ amount or a % amount. eg. 25% and $25 is very different. This is confusing to customers. Can it somehow show these numbers more clearly?
1 vote -
Create new tasks in desktop widget
I'd like the ability to add new tasks for a given project directly from the desktop widget.
3 votes -
multicurrency
I used to issue invoices to my clients in multi currency, not only one. It is missing very much currency selector each time when issue invoice. Life is life - clients sometimes wants to get invoice in EUR, another time in USD.
1 voteHi Michael,
Thank you for posting on our feedback forum.
Though it’s not possible to invoice a single contact in multiple currencies, you can clone a contact, change the currency alone and create a new record. This way, you can have two records to invoice in both the currencies.
Regards,
Reshma. -
Client approval of timesheet hours directly from email
The addition of Client Approvals is very exciting, however, several of my clients are so busy that they don't want to log in to their client portal to approve hours (maybe they have forgotten password, or it's just more "clicks" than they care to go through). Is there any way they could click on an "approve hours" button directly from the email that they receive from Zoho?
4 votes -
Calendar in Timesheet in the app
It would be great if the (IOS) app had the calendar UI like the web version. It dont use the app because of that - it’s where I spend most of my zoho time. Everything else is brill.
1 vote -
Recall start time
When logging time, it would be useful if the timer recalled the start time. I sometimes forget to stop the timer and will come back the next day to find it ticking away. I usually remember when I stopped working so I could just input the stop time. As it is currently, I have to guess a total time since the system does not retain the start time.
7 votes -
Send invoices from my email so that it does not get caught in spam
My invoices are ending up in my clients spam folder. It would be better if you could integrate with the popular email providers, like gmail, so that the invoice gets sent from my own email address that my client is used to so that it does not get into their spam.
1 voteHi John,
Thank you for posting on our feedback forum.
When it comes to delivery of emails, the reason for them getting bounced/being landed up in SPAM or not being delivered could be due to multiple factors.
Though we’ve taken all possible measures to increase the delivery rates of emails, a few cases like this can happen even due to stringent policies set by the recipient domain (your clients’ mail client). Hence, it needs to be analysed on a a case-by-case basis to know the cause and find the right solution.
We request you to drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma -
Sub Title or Bold Line for a separated section in Estimate and or Invoice
Be able to create a separation to show charges in sections like all Charges for a special part or date with a Sub Title and perhaps a bold dividing line to indicate section or new topic heading within the master estimate or Invoice
8 votes -
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 Invoice1 vote -
Ship to location order
In the ship to drop down menu it would be easier to use if locations were in alphabetic order or numeric order. Thanks
1 vote -
mobile app credit card payment
Mobile app credit card payment (with Stripe gateway storage) - Ability to enter credit card or take a picture of credit card(with card image recognition for the numbers) to associate with customer. That will allow to accept Invoice payments on location with customers.
3 votes -
Start timer for a previous days task without having to log the same task because its a new day
It would be very handy if I could just start a timesheet from the day before without needing to log the same task over and over again every day I need to use the same timesheet
4 votes -
Calendar Integration?
Let's say you're a small hire business and you've created an invoice for 'bob'. it would be really cool if Zoho could be connected to a calendar and your invoices are automatically created into events that include all the important information from the invoice; like the location, amount due, items ect
1 vote -
Add QR Code field on printed and PDF invoice
Need the ability to have a QR or Bar Code on the invoice. Either create a QR Code field and allow a current field(s) to be selected like invoice number. Or create an image field where we can link out to a QR code generator. The QR code would be used to automate such things as delivery, payments, and status changes.
6 votes -
Formatting content within "Terms & Conditions", and "Customer Notes"
Allow rich text formatting so that elements or words within the T&Cs or Customer Notes can be highlighted in Bold, or Italics or Underline to ensure those points stand out.
2 votes -
Option: how customer wants his invoice, by email, or snail mail, etc.
most of my customers want Invoice by snail mail, but some by email. I have difficulties to remember who wants it by snail mail or email. If there is an Option to mark a customers preference it would help.
thanks2 votes -
Option to print the received payment history and Notes for an Invoice when printing (or exporting to PDF)
I want to be able to (optionally) print the Part-Payment Receipt records and Notes for the Invoice when when printing (or exporting to PDF).
1 vote -
Timesheet Weekly Log: Carry over entries from previous week
When entering the data in weekly in the timesheet, if the week you are entering has no task entries, bring the ones from previous week.
Most of the time my employees use the same tasks every week and they have to select them every time the click on next week. It would be nice if they were carried over.
3 votes
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