Zoho Invoice
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1147 results found
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Standard EU invoice format
Hello,
a new XML format for electronic invoices will soon be implemented in Germany called XRechnung. Are you planning to implement this standard in the foreseeable future within Zoho Invoice?
See info of European Commission: https://ec.europa.eu/cefdigital/wiki/display/CEFDIGITAL/eInvoicing+in+GermanyThanks!
25 votes -
Fonts
I would like to have the ability to underline or bold or change the colour of the text on an invoice or estimate. I'm not talking about editing a template but actually underline or bold parts of an invoice that are important and should be read as such. Currently the only thing you can do to draw any attention to some important details or put any emphasis on is to CAPS all the text.
I have sent this request in before and for some reason the developers think I'm talking about editing a template but that's not it. If I'm…1 vote -
Option to remove the description field in Items
We should have the option to omit the description field in the items while creating the invoice to save precious time
3 votesHi there,
We would like to inform that the ‘description’ field while creating an item is optional and can be left blank. In the invoice PDFs too, you have the option to hide the ’Description field.
If you need any further help on this, please feel free to write to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
differential invoice numbers
Having different profiles i need a way to distinguish payments coming into my bank account, i use the invoice numbers as reference numbers for my clients , can i set it up so that invoices under different profiles generate different numbers
eg
profile x - xinv-000001
profile m - minv-000001
??
1 vote -
Option of having discount being calculated on base price rather than MRP
In retail segment we usually quoute margin to customer which means landing price to customer shall be MRP/(1+Margin). In Zoho we currently have option of Discount which calculates final price as MRP*(1-Discount).
Can we add an option in invoice as Discount % to be applied on Price Inclusive Discount or Price Exclusive Discount. If it is Price Exclusing Discount, system should calculate it as 30% on MRP/(1+discount%)
2 votes -
Multiple series of Invoices running parallelly for each Business Unit
Multiple series of Invoices running parallelly for each Business Unit
Reset1 vote -
Invoice Custom View Criteria
Include "is not" / "does not contain" / "is blank" / "is not blank" search terms.
1 vote -
Tag a team member
it would be helpful in you could tag a team member in a comment on an invoice or estimate and they would receive a notification to check the note
1 vote -
Change Base Currency - Without Having to remove existing invoices in that currency
Change Base Currency - Without Having to remove existing invoices in that currency
6 votes -
Individual Billable Expense Items on itemized transactions
Allow individual items as "Billable Expense" on an Itemized (split) expense entry; leaving an option for the whole transaction to be billable. If I recall, all items in a split transaction have to be included on the Invoice, and cannot be separated.
I create itemized (split) expense transactions so as to consolidate/"clean up", and closely reflect the invoice from my vendor, without having multiple lines with the same Date, Expense Account, Reference #, and Customer.
In theory, I would have one transaction line showing "(split)" in the Expense Account, and the sum total for Amount. (see example below)
EXAMPLE:
Date…4 votes -
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
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