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
-
Approbation step
Hello,
Do you plan to improve the timesheet functionality by adding a approbation step, holidays, overtime etc like you have in Zoho People?
Regards,
André
1 vote -
Make Projects button like the estimate and invoice button.
I keep finding myself having to dig into the Timesheet or some other added step to find projects. Why not just have a button like the other items?
2 votes -
More Filters for the calendar view of the timesheets
For example :
different colors for each user
Filter by project and by user...6 votes -
49 votes
-
Modify the clone function
I would like to have the clone function modified in an invoice or estimate. When I clone a line everything works fine until I want to change the value in a custom field, the value will also be changed in the previous row as if the clone was bound.
1 voteHi Patrick,
We would like to clarify that changing the value of a custom field in a cloned invoice will not make any changes to the original one.
Having said that, it would be easier for us to resolve the problem you are facing if you could drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Add BluePay Payment Gateway
Hello Zoho Team, I just purchased your invoice module but my payment processor, Bluepay, is not available. Bluepay is integrated with many other billing solutions such as WHMCS, OpenCart, WordPress etc. For your information, our company is US based and currently using BluePay for charging customers credit cards.
It's a sincere request to add it asap. Your response will be highly appreciated.
3 votes -
Reports for: Sales -> Items -> incoming vs outgoing inventory
Currently the sales reporting provides a calculated sum of how many of that item came into AND out of stock. So, sometimes the item sales report reflects negative numbers, even though we may actually sold several in that time frame. It reflects a negative because we had folks exchange/trade in said item for new products, and when we created a credit note for said item it "added" it to our inventory - whether the item was in resellable condition or not.
It would be nice to see 2 data points for the sales on each item:
- incoming inventory (returns…3 votes -
confirmation of the order
we need it in germany to send a confirmation of the order (Auftragsbestätigung) to the customer that he has already order what he order in steps:
- we send an offer
- customer accept the offer
- we send a confirmation of the order that he defently knows what he get with all details of for example delivery etc.
3 votesHi there,
In Zoho Invoice, your clients cannot make an order for the required products. However, the remaining flow is entirely possible.
“1. We send an offer and 2. Customer accept the offer”
For this, you can make use of the “Estimates” section. You can create an estimate and send it to your clients and they can accept it through the client portal. You can refer this help doc to know more:
https://www.zoho.com/invoice/help/estimate/estimate-accept.html“2. We send a confirmation..”
You can set it up such that the accepted estimates can be converted to invoices.
https://www.zoho.com/invoice/kb/estimates/estimate-invoice-automate.htmlHope this helps.
Regards,
Reshma. -
Please supports Traditional Chinese characters for PDF font for Payment Receipts.
Currently, some traditional chinese characters are skipped. They can appear in the apps but when we want to print it or download in pdf, they are not showing. e.g. "邨" This word is very common in address but we can not print it out.
4 votesHi Tony,
Thank you for posting on our feedback forum.
The PDF font plays a vital role in rendering the characters on the invoice PDF.
Can you please try changing the PDF font to “AR PL New Sung” (as it supports Chinese characters) and check if the PDF shows up perfectly?To know how to change the PDF font, you can refer this:
https://www.zoho.com/invoice/kb/templates/pdf-font.htmlYou can give this a try and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
On the iPad, instead of putting a roadblock and forcing me to use the mobile app, just suggest it and list the benefits of the mobile app.
On the iPad I simply click request desktop site and it works perfectly.
3 votes -
3 votes
Hi Robert,
You can very well import your data from other solutions to Zoho Invoice. The file you’re going to import should be in CSV/TSV formats.
To help you with the import process, we have provided sample CSV files under each module (which you can download). Hence, you can make use of it and ensure that the data is in accordance with the sample file format.
While importing the data, if you have any queries, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
HSN code updating
if we update HSN code in the data base, it should get updated in all previous bills.
3 votes -
UNDER REPORTS , SALE BY HSN CODE AND SALE BY DATE IS VERY MUCH REQUIRED
SALE BY DATE AND SALE BY HSN CODE IS VERY MUCH REQUIRED TO MAKE GST RETURNS MANUALLY. THESE REPORTS MUST BE AVAILABLE UNDER REPORT SECTION
5 votes -
Notice of invoice printing in comment section, and prompting to "mark as sent" following printing
most of our invoices are physically mailed to customers. following printing, I have to remember to drop down the "more" menu and select "mark as sent" otherwise, and I've done this, I'll resend an invoice by accident. would like to be able to know that I've printed an invoice, and would be nice to be prompted to "mark as sent" every time I print out an invoice. This all happens automatically if you email an invoice, would like the same features to snail mailed invoices.
1 vote -
Deposit invoice are not present in customer account statements
Deposit invoice are not present in customer account statements but payment of them yes. This distorts the amount still due by the customer.
3 votes -
Add Payments Made to Overdue invoice reminders
If a reminder is sent about an outstanding invoice, adding a field which states the payments already made to that invoice would be great.
So the customer gets an invoice number, the amount already paid and the amount which is remaining/Due.The field is already in the invoice template as "Payments Made" and shows in invoices, so referencing that data into the reminders could be a quick and easy solution to a very much needed function.
0 votes -
Bulk Invoices/reminders/emails to CC multiple contacts on file
invoices/payment received/reminder emails that are sent in bulk to include a CC of all contacts on the file OR specified department for each customer.
I notice it only sends to primary contact - it would be great to include a CC of all contacts on their file. "send to all contacts or select department" etc
Sometimes an invoice needs to be CC'd multiple departments before it gets through to processing, and if that's the case sending out large volumes of invoices would take forever.
Would be helpful to those who are sending a large volume of invoices
6 votes -
Quote Summary or Group
Is it possible to group several items and only show the price of the sum of those items?
Example:
"Table Type A
1.5 ml finishing = $ 10
0.8 m2 of material = $ 20"On the quote show only "1 pc Table Type A = $ 30"
3 votes -
1 vote
-
Heard, If you are supplying goods t a party and charged tax at 18%, then you have to charge tax on transport cost also at 18%.
Heard, If you are supplying goods t a party and charged tax at 18%, then you have to charge tax on transport cost also at 18%. This option is not available with zoho, please guide If I am wrong or you may implement the same.
1 vote
- Don't see your idea?