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
1147 results found
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I would like the capability to add additional columns to my invoices.
I work with many numbered files for a client. They require that I reference each one. Within each file, there are additional numbers, which I must also reference.
The capability to add, delete, alter or otherwise customize column headers within Invoices would meet such a need and the similar needs of Zoho users.
3 votesHi Deb,
Thank you for posting on our feedback forum.
For your requirement, we believe the “Custom fields” would be helpful. These are additional fields you can add to your invoices. You can create these custom fields under Settings > Preferences > Invoices > Custom fields.
If you have further questions on this, you can vry well reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Customizable line designating audio and/or video minutes.
I work as a transcriptionist and often charge by audio or video minutes, so would like to see a customizable line item on both invoices and estimates where I could enter that number, and possibly also a customizable line item whenever a client happens to have the same number of minutes for each audio or video within a series.
On other occasions, I sometimes charge per-word, so I would like to see a line item to invoice that and also for estimates.
1 vote -
References field in recurring expenses
Add reference field to recurring expenses. Some times we have the same expense category but we must to click to see what is written in the notes. It is simple and useful.
1 vote -
organisation
I modified my standard invoice template (general conditions) and that modified all previously sent invoices.
Therefore when I look at a previous invoice, it is not the same as what the client received anymore!!
This leads to client conflicts.
And my accountant warns me that it's a true legal risk, not to be able to accurately keep the exact sent invoices.
In 2 innocent click, any of my assistants can break the accuracy of all previous invoices...
Sent invoices should not be modifiable anymore, even if templates are modified.
Please :-)3 votes -
skipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices
kipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices
3 votes -
better invoice reminder function
invoice reminders - can you make the emails sent from from the invoice function available? Would like them in the sent folder in mail function.
1 vote -
Window "Nouvelle entrée dans le journal" > add checkbox "Create another"
It can be practice to have a checkbox "Create another" near de button "save" .
The goal is to stay on window and facilitate the encoding of more informations.1 vote -
Coupon Codes/Tips Field
It would be nice if my recurring clients could have the option to enter a coupon code or tip amount into their estimates/invoices which could change the total amount due. This feature would be a great way for many service based businesses to offer perks to loyal clients.
My clients currently fill out an request quote form on my website (not zoo forms because its very limiting) which allows a coupon code but I have to enter it manually into zoho invoice. This also means that my recurring clients have to re-submit the form each time they want to use…
13 votes -
multipler
I need a multiplier added to the items field. I rent equipment to clients and my prices are perday. i need to be able to bill them for multiple days.
Example:
Item: Power tool
Dailyrate: $50
Days Rented: 4
Total: $200Basically just add a multiplier to the items field. I will have to look to another application provider without this being available.
6 votesHi there,
Thank you for posting on our feedback forum.
For this particular requirement of ours, we would suggest creating an item with the name “Power tool” and rate set to “$ 50”.
While creating the invoice, you can just pick this item and enter the “Quantity” as 4 so that the final amount becomes $ 200.
Also, inside template settings, you can rename the fields “Rate”, “Quantity” and “Amount” fields if you wish.
Kindly give this a try and let us know your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Expenses report by customer grouped by category
As i use Customers for my internal projects, i would like to see for which project how much i spent per category
3 votes -
invoice
Seria importante agregar las ordenes de compra y las facturas de proveedor en el modulo de zoho invoice, al igual tambien agregar la opción de paquetes como en el modulo de zoho inventory
9 votes -
Font & Format
There needs to be a format and font feature like a word doc when creating new estimates and invoices. This is in the template feature but it needs to be dynamic and available for each individual invoice or estimate. Example, on my last invoice I wanted to highlight that the clients last invoice was over due but I have no way of highlighting it or bolding, underlining anything. Lame.
1 vote -
Specify a "retainer applied" line item (in addition to existing "payment" description)
Ryan Partin, owner of XTech Staffing, would like to see "retainer applied" as an optional line item description. For instance, we apply retainer to customer's last invoice. On the customer's last invoice, we would like to show the customer that their retainer has been applied to their final invoice by having a line item that reads "retainer applied" (as opposed to "payment").
2 votes -
61 votes
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AUTO PARTS BUSINESS CURRENTLY USING OTHER COMPANY SOFTWARE
I AM USING AUTOFLUENT SOFTWARE IS IT POSIBLE TO UPLOAD ALL MY CUSTOMER INFO TO ZOHO ? IS IT POSIBLE TO CONNECT WITH NEXPART THIS COMPANY IN USA ONE OF THE LARGEST SOFTWARE PROVIDER FOR AUTO PARTS PLEASE CHECK THERE WEBSITE WWW.NEXPART.COM THANK YOU.
1 voteHi there,
Thank you for posting on our feedback forum.
“Is it possible to upload all my customer data to Zoho?”
- Absolutely! You can import all your customer data into Zoho Invoice by uploading it in CSV/TSV/XLS formats. You can refer this help doc to know more about it:
https://www.zoho.com/invoice/help/import-export/#import-data“Is it possible to connect my Zoho Invoice organization with Nexpart?”
- Though there is no direct integration between these services, for invoice creation and other functionalities, you can make use of our REST APIs.
https://www.zoho.com/invoice/api/v3/If you have further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Send an estimate and a due date information before the recurring invoice gets generated
Send an esimate and a due date information before the recurring invoice gets generated
6 votes -
drag and drop timesheet entries in the calendar view to change the date they relate to
make timesheet entries in the calendar view drag-able to update the date they relate to.
3 votes -
2 tax request
I use the free invoice version.
I entered the tax rates in the settings (taxes).I have inserted the article that does not include VAT tax,
but I can not put another 2 taxes that are deducted from the total taxable amountthank you
1 voteHi Marco,
We presume you would like to have a way to include both taxable and non-taxable items in the same invoice and deduct the tax amount only from the taxable items. If so, that is totally possible in Zoho Invoice.
To get in touch with us regarding this (if our presumption is wrong, you can explain it to us too), please drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Add the capabilities to insert "options" in the estimates…
Add the capabilities to insert "options" in the estimates… for exemple : I sell plate (total of 20$), in option you can propose spoons for 10$ (it's optional)
1 vote -
Overdue Invoice alert in CRM
Is it possible to have an integration that shows up in the CRM when clients have overdue invoices?
1 vote
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