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
1137 results found
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Invoice number be a sequence of year, month and day (YYYY,MM,DD)
Invoice and estimate number be a sequence of year, month and day (YYYY,MM,DD)
6 votes -
Greater Zoho Projects and Zoho Invoice Integration
It would be very helpful if Zoho Projects could be more seamlessly integrated with Invoice. To me this translates to full integration:
- all projects in Projects are visible in Zoho Invoice
- any changes made to budgets, hours worked, etc. show up in both programs in real time.
- Time clock in Invoice also available in Projects - when recording hours in Projects, they become visible in Invoice.4 votes -
image upload for item from APP
addinng image to item from the APP is very necessery !!!
3 votes -
Option to Mark Item as Free
During Invoicing Items there should be an option to mark few or all items as Free items so that the corresponding item Amount becomes Zero and GST amount is also adjusted accordingly to Zero. This feature is useful if we are creating invoice for ‘Sample Items’ or if we have offers like ‘Buy One Get One Free’
8 votes -
More styling options inside the various editors of Zoho Invoice
One of the feature that we missed the most about our last CRM is the possibility to style a bit more the invoices and the quotes. We have found with time that the ability to style some keys parts of our invoices improve greatly the comprehension for our customers.
Basically, we need the possibility to make text red, bold, Italic [...] inside the invoices and the quotes.
3 votes -
customer statement
I think being able to preview custom invoice templates would help greatly and should be one of the next "To Do" things on here.
It would encourage us to use portal for out clients more.
Also, when sending "Unpaid Invoices" to customers, the file sent comes with links to the portal for individual invoices, and the preview on there looks horrible.
At least to be able to remove the link to the portal like view of the invoice when sending "Unpaid Invoices"
If this will not be something that can be done in the near future, at least to have…
3 votes -
remember location in invoice list after saving an invoice
After saving an invoice, return to the invoice list where you previously were in the list.
Currently, when you return to the invoice list, you are back at the top of the list
1 vote -
.DOCX Customisable layout for Sales orders, Delivery Notes, Invoices etc
instead of HTML option which is not very user friendly, have customisable .DOCX templates for all layouts like the competitor Xero.
this uses merge fields and can be edited using MS Word for example - very easy to use and can get documents looking exactly like you want them rather than being restricted by the very basic templates in ZohoBooks1 vote -
integrate chat in zoho invoice
It would be very helpful to integrate a chat in zoho invoice. We use all days zoho invoice in different terminals and internal communication is very necessary. I know Cliq exists, but we do not want to have many windows open. Thank you for your attention.
Alvaro Partida2 votesHi there,
Thank you for posting on our feedback forum.
We have recently introduced ‘Web tabs’ in Zoho Invoice which can help you access Zoho Cliq as a tab within the Zoho Invoice window. This can help you access both the apps without having to toggle between multiple tabs.
https://www.zoho.com/invoice/help/web-tabs/webtabs-introduction.htmlYou can try this out and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Calendar view
I find it really gets in the way of using Zoho that to get to calendar view I have 3 clicks. Timesheet - All timesheet - Calendar View. This page should be right under dashboard on the Left menu given how integral it is to the use of the app, so I can bounce to it constantly.
Not being able to set calendar view as a default is frustrating.
***The fact that you show tasks instead of Projects in the default view of all entries has not been thought through. At a glance I want to see what PROJECTS I…1 vote -
Recurring automatic delivery and automatic charges
We have an oil business and busy families want automatic deliveries with automatic charges to their card and an automatic statement or monthly statement but not both
I think I would need notifications to remind me to send the driver out with the oil truck and a reminder to charge and send the statement.1 vote -
It would be awesome if when creating an invoice from a timesheet we could group the tasks by date.
It would be awesome if when creating an invoice from a timesheet we could group tasks by date into a single line item. Currently we can group the same task time entries together into one line item on the invoice but not able to group several different tasks together by date as line item.
So for example if I track time to tasks 1, 2, 3, & 4 on a project for January 10th, I would like to be able to group all 4 tasks together as one line item on my invoice.
4 votes -
salesperson linked with particular contacts
hello
i would like to link salesperson with particular contacts, so that each time while billing it doesnt ask me to choose, while billing it automatically chooses the linked salespersonfor example
i have 3 salesperson A,B & C
and 12 contacts 1,2,3,4,5,6,7,8,9,10,11,12now in contacts i can add default salesperson
like A for contact 2,4,8,10
so whenever any invoice is created for say contact 2, then by default salesperson A is selectedthank you
1 vote -
4 votes
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Include on the mobile application for estimates and invoice photo of the work to be done automatically attached to the estimate/invoice.
The idea is when we are on the field doing and inspection and estimate of the work, have photos from the mobile or table integrated on the form (estimates and invoice). We know that you can attached photos but the idea is integrated in the form immediately.
3 votes -
Expense Reporting by Employee - i.e. A Reimbursement Statement
Feature: Add 'Employee' to expense, and be able to return a report of expenses for that employee
Reason:
In a company, a number of different employees are permitted to submit expenses.
A Manager A might claim for a flight, Office Staff B might claim for some printing paper.
At the end of the month, it is important to be able to identify which staff members submitted which expense claims.
A report (statement / reimbursement notice) should be printed for each staff member itemising and totalling his / her claims.
Current Situation: No function to do this simple but common process.
6 votesHi there,
Thank you for posting on our feedback forum.
If you wish to have detailed metrics on the expenses associated with each employee, you can make use of Zoho Expense, an exclusive expense reporting tool.
Using Zoho Expense, your employees can submit their expenses, get it approved/reimbursed. You can also run detailed reports on the user-wise expenses across the organization.
If you integrate Zoho Expense and Invoice, the approve expenses from Zoho Expense would be pushed into Zoho Invoice automatically.
If you have any further questions, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Make recent activity hyperlinked in Android App
When looking up a contact on the mobile app, the recent activity should hyperlink to the actual activity like it does in the desktop app.
For example. Look up: John Smith. Recent activity lists creating invoice #123 for $100 on May 9th. You should be able to click on this to go to that invoice in the mobile app.
3 votes -
Time entry should assume : when start/stop time entered, auto fill task when only one task on project.
When entering time it would be helpful if the system could auto add the colon when using start and stop time format. Let me enter 0900 instead of 9:00. Stupid yes, but it would save time. Also, if the system could automatically select the task when there is only one task listed on a project that would be a big help as well. Both would eliminate unnecessary typing and clicks.
6 votes -
Ability to have time for a project included on invoice but hidden from printed copy
When invoicing a project it would be a huge help to be able to flag some entries as to be billed at $0 and hidden on the invoice. This would save time vs having to go through all time entries and mark them as invoiced when this could have been addressed during invoicing by simply hiding the time entry on the invoice. Furthermore if the status of invoiced time entries could include the invoice number the entry was invoiced on similar to 'Invoiced on XXXX' instead of just 'Invoiced' it would help as well.
3 votes -
Net Cost Feature and profit calculator
while im making the invoice with details i need a button of net cost when you open that button it has to be like the invoice you created but without the rates of the invoice so you can add the net cost so in this case you have the invoice and the net cost ( net cost should not be shown to the customers at all it is internal issue )
so from the invoice amount and the net cost amount the company can easily know the net profit
the Estimate feature is not very useful i hope to have…1 vote
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