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
1147 results found
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Ability to add comments to contacts in the mobile app
Ability to add comments to contacts in the mobile app
4 votes -
Sync between multiple companies
I have 2 companies that sales products to the same clients (but due to regulatory restrictions it is easier to have to separated companies when you come to this than having one that sells the 2 kind of products... go figure !). Is there a way to have a synchronised client list between those 2 companies ?
6 votes -
Statements of estimate customer wise
How many estimate sended to a customer in a year or a month or custom time frame.
It is helpful in checking which customer is selling which goods
I am in jewellery we issues lots of estimates2 votes -
Percentage based fees
I run a small architectural practice. our fees are sometimes based as a percentage of the anticipated contract sum. so for example my fee agreement might be 5% of an anticipated build spend of £100,000. My invoiced fee would therefore go up or down according to the contract value. At the moment there is no facility for me to 'rate' this in my project set up. Would be great if i could do this, or at the very least have an 'other' setting i can customise . thank you.
1 vote -
3 votes
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Can you add the feature "one time add on" that exists in Subscriptions for recurring invoices?
Can you add the feature "one time add on" that exists in Subscriptions for recurring invoices?
1 vote -
Make the "Repeat Every" field defaulted or configurable
Right now the "Repeat Every" field is defaulted to Weekly on recurring invoices. I often overlook it and sometimes create a recurring invoice for a weekly timeframe, when I don't mean to. I would prefer to default this field to either blank (so I have to manually select it) or default it to something that would be more appropriate for what I use (Yearly)
1 vote -
1 vote
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payment term
Payment "term" section to be enabled to the estimate section just like on Invoice section.
It is important for me and my client as I can show them how the term is going to be.3 votesHello,
Thank you for posting on our feedback forum.
Payment terms are typically used to set a due date to an invoice and collect payments within that date. Since the clients cannot make payments for estimates, neither the “due date” nor the “payment term” would come into the picture.
As far as estimates are concerned, it’s a deal you offer which they can accept/decline. To set a date before which you would like them to accept/decline, you can make use of the “Expiry date” field in the estimate.
Hope this helps. If you have any queries, you can write an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Administrative Charges %
in our industry we charge administrative charges of 10% from total estimate or invoice, this cannot be applied using zoho similar to the HST and Tax charges from the total invoice/estimate
1 vote -
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
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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
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