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
-
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
-
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 -
Print Timesheet from Project
Please introduce the ability to print a timesheet (to pdf or spreadsheet) straight from the timesheet view in a project, reflecting the filters set. Thank you.
3 votes -
Invoice in Half Page Invoice
We request you to provide invoice in A5 size printing with logo, since our items are sold in Retail and we do not want So Big invoice and its Silk Saree and Dress Material Shop.
2 votes -
118 votes
Dear customers,
Thanks for your feedback.
Though there is no direct ‘bulk update’ option as such for items, there is a workaround that serves exactly this purpose.
You can export all the items to a CSV/XLS file in one shot, make the necessary changes and import the file again. While re-importing them, you have the option to ‘overwrite’ existing records based on the data in the file you are importing.
Here is the best part: Earlier, you could overwrite the items only based on the ‘Item Name’. Since it’s possible that the item name itself needs a bulk update, we have supported two more options – in addition to ‘Item Name’, you can now overwrite the existing records with the ‘SKU’ or the ‘Item ID’ as the base field for identification.
If you have any questions on this, feel free to drop an email to support@zohoinvoice.com
…
-
1 vote
-
Due Beginning of Next Month
In order to send the invoices in prior and to get payment on the future date. Due beginning of next month seems to be a useful Due Term.
1 vote -
Add an additional user for a fee in zoho invoice
Even if am on a subscription i need to be ableto add an additional user for a fee.
1 voteHi there,
In Zoho Invoice, the Professional plan offers 10 users as part of the subscription.
If you would like to add more than 10 users, you can very well reach out to support[at]zohoinvoice[dot]com with the number of additional users you would like to purchase and our team would be glad to help you out.
Happy invoicing!
Regards,
Reshma. -
electronic invoices
We'd like the ability to create and send an electronic invoice, for instance in XML format instead of a PDF.
12 votes -
auto-charge on due date vs invoice date
auto-charge recurring invoices on due date vs invoice date. You can put an option in the auto-charge settings to either charge the customer on invoice date or due date date..
This would allow a recurring invoice to be sent out example the first of the month and paid net 30 for the end of the month. A feature that's simple and more of the right way to implement auto-charge. Waiting for this feature before jumping on ship with Zoho Invoice. Take care2 votes -
Time tracking report as additional report to Invoice.
While converting a projects time-sheets to Invoice also optionally attach the un-billed hours to the invoice as a report. (Not aggregated)
From an accountant perceptive they only want to see invoice line items grouped by type/task (Which is implemented).
From the CTO, they want to see the details time logging for a project bring billed for.
Currently, need to export and save as PDF before converting to invoice, and then attach manually the generated PDF. Would be awesome if this were done automatically.
9 votes -
Zoho invoice dashboard: total receivables without tax
I would really like to be able to see at a glance the total receivables before tax. I give the tax straight back (more or less) to the Govt and the toal receivables including tax gives me the wrong impression of how much I am owed. I'd really like to have the option of displaying total receivables nett of tax.
11 votes
- Don't see your idea?