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
-
Hire charge support
Add the ability to charge for items as a hire, where the total cost of a given item on an invoice is calculated as:
the amount of units x the duration of the hire (eg 4 days).Currently I have to have the item unit field set to days, which allows me to invoice as a hire, but only for items I have only one in stock of. For items I have multiples of I have to list items with names like:
"1x item A"
"2x item A" etc.3 votes -
HSN code font size
HSN code when display below the description.. its font size should be same as item description....now it is very small
2 votes -
invoice no. auto change in new financial year.,2) coulm width of %tax
- invoice nos. should change automatically in new financial year starting with INV- 001.
- column width for % TAX coulmn width should be adjustable. presently it is half the CGST/SGST head. % tax require very less width - as it is only upto 9%...this way we can give more column width for Item-description ...
1 voteHi there,
Thank you for posting on our feedback forum.
1. Regarding the invoice numbering sequence, as some businesses prefer to retain the sequence while some like to start off a new sequence (and due to the fact that the fiscal year varies for each business location), we have not automated this. However, you can easily change the numbering sequence whenever you wish.
2. Regarding the width of columns on the invoice, it’s actually possible to reduce the width of tax columns, thereby increasing the share of item name and description fields. You can try changing the width under Settings > Templates > Invoices > Edit .> Item table.
If you have any further questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Being able to associate multiple currencies to a client for invoices and expenses
My clients ask for invoices in GBP, EURO and USD but I must report locally in AED. I need the ability to invoice in a foreign currency, receive funds in that currency but pay expenses in local currency. A major flaw to only have one currency associated with a client.
8 votes -
customer statement
Add Outstanding Filter option when sending bulk statements from the contact section.
I appreciate the Outstanding Filter in the statement section, very much needed. Just missing in the bulk statement section.
Thank You
7 votes -
sort for custom fields in Contact List
Hello,
the custom views and custom fields are great, but I would like to sort for my custom fields in the contact list. could you implement this sort function?
Thanks6 votes -
Multiple manual reminder templates
I'd like to create different levels of manual reminders for overdue invoices (first reminder, 2nd reminder, last reminder) with different templates (e.g. more drastic reminder if it's the last).
Could you increase the number of templates you can create for manual reminders?3 votes -
Grouped invoices in invoice tab itself
I feel it will be helpful that grouped invoices in invoice tab itself
1 voteHi Godfrey,
Thank you for posting on our community.
In Zoho Invoice, though you would not be able to ‘group’ invoices per se, you can make use of custom views to categorise your invoices based on different criteria. You can refer this link to know more about custom views:
https://www.zoho.com/invoice/help/invoice/more-with-invoice.html#create-custom-views
If you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Payment Notice Templates
When recording a Payment and selecting “Send a “thank you” note for this payment.
I can not choose an Email template or a Payment Receipt template.
The system sends the default Email and Receipt templates.
I have created a few Email and Receipt templates, but can not select them when sending a payment notice.
The Email and Receipt templates were created so that the Emails and Receipts reference the items paid for.3 votes -
Post to Slack when invoice is submitted for approval/is approved
With Slack, a notification when an invoice is submitted for approval and subsequently approved.
3 votes -
FACTURE NEGATIVE
Il faudrait pouvoir avoir la possibilité de créer des factures négatives notamment pour des factures de charges locatives avec des acomptes versés plus important que le montant de la facture donc remboursement de la part du propriétaire.
Ca nous bloque et c'est assez pénible...6 votes -
The ability to shift click or control click when selecting customers for printing statements.
If I could shift click or control click when selecting customers, a range of customers, for statements it would be very helpful. As it is now, if I want to print the first 100 customers I have to individually click check each customer. If I could click on the first one and shift click on the 100th one, it would be great.
1 vote -
pls make sure to see refund status &partially refund on invoice list
pls make sure to see refund status &partially refund on invoice list
4 votes -
Categorisation of Invoices
How about having categories in Invoices?
E.g. If we have decide to differentiate invoices based on departments / services or say locations, then there should be an option to view them separately.
Say we can assign tags to the invoices and have diff views based on those tags in addition to the existing vertical view.
1 voteHi Ainkait,
In Zoho Invoice, though you would not be able to ‘group’ invoices per se, you can make use of custom views to categorise your invoices based on different criteria. You can refer this link to know more about custom views:
https://www.zoho.com/invoice/help/invoice/more-with-invoice.html#create-custom-views
If you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Attach expenses to invoice number rather then client name
Attach expenses to invoice number rather then client name. When we have many job numbers for 1 client its not possible to see expenses separated by invoice number.
1 vote -
Please, help me to use the tool
Good morning and thank you for everything.
I would love to use the tool for invoices in my business as a lawyer here in Italy. There are three major issues:
1. In the area "contacts" it would be necessary to have the VAT number of the client, which is compulsory under Italian regulation for invoices;
2. It would also be necessary to have a "withholding tax" field, also compulsory, with automatic calculation of the paiment due.
3. You should be able to combine the effects of taxation (in my field for example I have to charge the client of the…1 vote -
Delivery note custom text
We would need to add a custom text to delivery not like Customer signature and date of received shipment so they send it back as confirmation.
1 vote -
PayPal Business Payments Pending
I noticed this was suggested three years ago, but I wanted to bring it back up. Currently there's no indication that a payment is pending if client paid with eCheck, which is confusing for me and the client both. I know there's a way for the Zoho app to "talk to" PayPal's system, because Freshbooks shows payments as pending when they're in process.
1 vote -
Please implement deposits
I understand we can use the retainer system. But that is a pain because you have to essentially create two invoices, link them up, etc. etc. It's also confusing for clients. A better solution would be to have a field that is similar to adjustments where you can enter in a percent and once they pay it, the invoice will be marked as partially paid. When work is complete, you just send the invoice again and they can pay the remainder. One workaround is to allow partial payments and add a custom field that shows the deposit amount, but then…
16 votes -
Vendor order format
Kindly provide a vendor order format in which we can mention the customer names address qty and place of despatch in a single purcahse order to the vendor
1 voteHi there,
In Zoho Invoice, you would not be able to manage your vendors. However, you can do that with Zoho Books.
Zoho Books is an upgraded version of Zoho Invoice, where you can manage your receivables and payables. You can easily upgrade your Zoho Invoice to Books using these steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html
Regards,
Reshma.
- Don't see your idea?