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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Relances automatiques de factures
Parametrer les relances pour qu'elle ne soient envoyées qu'à certains types de factures (ne pas les envoyées aux factures prélevées par exemple = dont le mode de paiement est "Prélevé")
1 vote -
See client portal "from customer point of view"
There appears to be no way that I can see a client's portal from their perspective. It would be very good to be able to see (and check) what each client sees when they access their portal view.
Therefore, please can you consider, for each client, having a "view client's portal" link against each client entry for which the portal is enabled?
12 votesHi Mark,
Thank you for posting on our feedback forum.
We understand that you wish to take a look at the client portal interface so that you can have a clear idea on what the clients can see and how.
Though there is no direct link to view the portal interface from a client’s perspective, you can take a look at our help docs which explains each and every section of the portal along with screenshots.
https://www.zoho.com/invoice/help/client-portal/To take an even closer look, you can create a dummy contact with your alternate email address and try enabling portal access so that you can test everything out before starting off your actual invoicing.
If you still have questions on this, please feel free to drop an email to support[at]zohoinvoice[dot]com. We would be happy to schedule a demo and walk you through the whole application including the portal.
Regards,
Reshma. -
Conference travel funds donations
I am organizing a conference in France with ten speakers from the USA. I would like to circulate an email with all ten speakers and a stripe pay button for each speakers’ bank account.
1 vote -
Transfer Tasks from Estimates to Invoices/Timesheets
I am a management consultant who uses the Estimate feature to send proposals to clients, detailing the scope definition and tasks for their approval. Once they approve an Estimate, I should be able to import it directly into Timehseet Projects with all of the Tasks so I can charge time against the Tasks as proposed. Better integration with Zoho Projects (i.e. importing project tasks into Timesheets and Invoices) would be even better, but within Invoice, the Estimate should be transferred to the Timesheet so an invoice can be generated each month with whatever tasks have billable time charged against them.
2 votes -
1 vote
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Due by the end of next+N months
There is "Due end of next month" but I have a customer who's payment term is Net 120 Days / End of Month. I hope I could customize payment terms not only 'next month' but freely. For instance, "Due end of next 4 months."
1 vote -
invoice - "Save and close"
"Save and close" button
1 vote -
Bundle goods and services under one line i
I would like to be able to bundle goods and services under one line item, allowing for inventory adjustment. For example in QB I have a bundle called "oil change" in that bundle I am able to add items from inventory and add services, the customer only sees "Oil Change" and a total price.
1 vote -
Simplify adding Expense to Invoice: Add to Invoice on create screen or Suggest based off dates
Please reduce total number of actions to create an expense and tie it to an Invoice. Perhaps list the invoices with invoice date closest to the expense's date as a suggestion.
Goal: I'd like to avoid creating an invoice and then switching over to the invoices. While creating the exp I'd love to assign it to the inv I want at the same time.1 vote -
CREDIT NOTES SYNCHRONIZED IN ZOHO FINANCE CRM MODULE
The figures in my sales dashboards in Zoho CRM can not be true as the credit notes are not reachable from the CRM
The salesteam need to know the real business number in real time to check their goal achivement
3 votes -
Different Mileage Rates
I have several clients that don't use the Federal mileage rate. However, I cannot create a separate billable expense for this unless I want ALL of my mileage to reflect the different value. I need a way to assign mileage rates to specific clients.
1 vote -
I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks
I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks
3 votes -
Allow a new expense to be added to an existing invoice or closed invoice
I would like a feature that would allow you to tie an Expense to an existing Invoice. For Example, in my business I sell items that I may not have in my personal stock, but my vendor will ship directly to my customer. I will invoice my customer and collect payment, then I will contact the vendor to ship the item. I pay the vendor directly. So technically the expense is billed and covered by the customer, however at the time of the sale the billable expense amount is not known to me until after the customer invoice has already…
4 votes -
Translation of payment page when customer portal is not used.
In those cases where customer portal is disabled, if a customer clicks on paypal button (the one included in the PDF file) then it redirects to a page in a different language than the one choosen on the customer profile. I think it is in the language of my account. For example, i have a customer from Brazil (portuguese language) and the payment page has all texts in Spanish, which is confusing for non spanish speakers.
1 vote -
Independent Project Portals for each Client.
We would like to have multiple projects under one client with independent project portal access. At this time you have to list each project as a client for independent portal access. This makes for messy project organization. The natural hierarchy is Client / Project, there needs to be a choice if you want the client to see the portal for a project, or the project to see the portal or both. Thank you.
1 vote -
0 votes
Hi there,
In Zoho Invoice, you can print the statement of up to 100 customers in one go. To try this out, please refer this link:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#bulk-customer-statements
Hope this helps.
Regards,
Reshma. -
Preview for "Payment - Thank you" email
Just like how invoice email is shown as a preview before sending out, it would be helpful if the payment thank you notes are shown.
2 votes -
workweek start day set by individual Projects
We are a staffing company, and as such, we have to collect our field employee's hours in accordance with our customer's workweek. Some of our customer's workweeks start on Monday and some start on Sunday. The workweek start date is a global variable in Zoho Books/Invoice. If you would create an optional Project level workweek start day variable, then you would make your software applicable to a much larger audience. Staffing companies account for a very significant portion of the overall workforce labor pool. There are a LOT of staffing companies. You are making it very difficult for them to…
1 vote -
Cloning invoices for multiple dates at the same time
The ability to clone an invoice multiple times for preset dates in one step.
We run a subscription program USUALLY delivering to customers once a week for the duration of a program.
This would greatly help us save time rather than having to clone an invoice + select date, save, and then clone a second invoice using the F1 invoice + select date again, and so on and so forth.
Thanks in advance!
2 votes -
Edit Delivery Note Information before printing
I know that the feature exists for delivery notes, however, it is very limited in that you cannot enter information about the item you are selling. In fact, it is basically just a slightly summarized version of the invoice, which makes little sense. It would be great if for example, when you select 'Print Delivery Note', that you are given an option to edit the information so that things such as serial number information, etc. can be added and remain separate from the invoice. I hope you understand what I'm asking for. Thanks.
5 votes
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