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
-
reverse tax invoice not generated in zoho-invoice
Once a User has purchased a invoicing software,It should handle all types of invoice as per government norms, if post purchase you compel users to buy an upgrade to reverse tax invoice its nonsense, you are selling invoicing software that cannot do its basic job completely...!!!
8 votes -
Transport detail
Transport detail
1 voteHi there,
It would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining your requirement so that our support team can get in touch with you!
Looking forward to your response.
Regards,
Reshma. -
1 vote
Hi!
With the help of the online payment gateway integrations in Zoho Invoice (at the moment), you can only receive payments. It’s not possible to refund/return the money back to your customer via Zoho Invoice.
Hence, you would have to take care of the actual money transfer using your payment gateway account and record it here in Zoho Invoice.
Hope this helps :)
Regards,
Reshma. -
Create recurring expense and populate from date range
When creating a recurring expense, it can only begin from the entry point, the ability to backdate, or add a start date (already there) and have the system populate that for every repeat (ie weekly, monthly etc).
Come tax time add an expense you may have missed and having it populate for the last 12 months is a basic but useful feature. Adding each one manually would be such a slow and tedious process when it could easily be done in the system.
6 votes -
Template
It would be nice to be able to select a template that prefills products onto the estimate. So if bundle 1 always has items x y and z my agents dont have to fill out it every time.
27 votes -
voorraad
kan ik een voorraad beheer instellen bij invoice
1 voteHi there,
We understand that you wish to mange your inventory using Zoho Invoice. But, I would like to let you know that inventory management is not a part of Zoho Invoice but it’s possible using Zoho Books.
Zoho Books is an in-depth accounting tool and an upgraded version of Zoho Invoice. Using Books, you can manage both invoicing and inventory.
You can reach out to support[at]zohobooks[dot]com so that we can assist you better on this.
Regards,
Reshma.
-——————————————————————————-
Nederlandse vertaling:We begrijpen dat u uw inventaris wilt gebruiken met Zoho Factuur. Maar ik wil u graag laten weten dat voorraadbeheer geen deel uitmaakt van Zoho Invoice, maar het is mogelijk om Zoho Books te gebruiken.
Zoho Books is een grondige boekhoudkundige tool en een geüpgraded versie van Zoho Invoice. Met behulp van boeken kunt u zowel facturatie als inventaris verwerken.
U kunt erachter komen support[at]zohobooks[dot]com te ondersteunen, zodat…
-
Use a real chosen library for auto-suggestion
The current auto-suggest is pretty loose. You can't type a series of words and letters to find :
- a contact
- a productThe order of name has to be respected... This is cool but old and useless. Why not prefere some basic chosen library: https://harvesthq.github.io/chosen/ or vanilla like : http://devbridge.github.io/Vanilla-Autocomplete/ or
https://bevacqua.github.io/horsey/There are plenty :)
2 votesHi Gabriel,
Thank you for posting on our feedback forum.
If you are looking for the search functionality where you can find an item or a contact by any part of its name, I would like to let you know that it’s possible in Zoho Invoice :)
To enable this for your organization, kindly drop an email to support[at]zohoinvoice[dot]com with your registered email address and mention your organization ID so that we can take it forward.
Regards,
Reshma. -
Integrate with Payoneer
Payoneer has very less charges as compared to Paypal and very beneficial for doing business with international clients. We get a International bank account which will enable us to keep funds in foreign account until we need them in India. Depending on exchange rate or tax schedules we can bring in funds to maximise returns. Very useful feature. Paypal charges upto 8% for foreign currency payments. Payoneer charges less than 2%
241 votes -
Setting of yearly/monthly income goals
I would love to be able to set my financial income goals for the year/for the month and have it displayed on the income/sales/expenses chart! Please consider, thanks! :)
1 vote -
1 vote
Hi there,
In Zoho Invoice, you would not be able to create a negative invoice per se. If that’s to keep track of the goods returned by your customer, you can instead create a credit note for it. The credit note amount will be counted as a negative sale.
Hope this helps.
Regards,
Reshma. -
Add day level information
Ability to add day level information. See, we are into dairy industry and create invoices every 15 days for each customer. we deliver Milk and other dairy products based on customer need and they tend to change on daily basis for some customer. so we cannot go for recurring invoices. also we cannot create invoice on daily basis, since it will create 30 invoices per customer for a month and very difficult to track. so if there is a way we could include day level information for 15 days service, it would really be great. thats the one feature i…
3 votes -
Apart from normal Discount, there is one more line for additional discount colomn.
Apart from Normal Discount on MRP, one more line for Additional discount, if any.
1 voteHello there,
Thank you for reaching out to us.
If you wish to include a discount in addition to the default discount field present, you can make use of the “Adjustment” field.
For instance, if you wish to apply an additional discount of, say 10$, you can just enter “-10” (Minus 10) in the “Adjustment” field and the invoice amount will be reduced by 10. You also have the option of renaming the field as you wish.
In case you do not have this field while creating the invoice, kindly enable it under Settings > Preferences > General.
Regards,
Reshma. -
Designate specific name that appears on estimates (or invoices)
I often send estimates to three/four people, but one is the designated "contact person," and therefore the person who should appear on the Estimate/Invoice. I can email it to multiple people, but I want to be able to designate one person as the main contact through the check boxes at the bottom of an Invoice/Estimate draft.
2 votes -
latefee
I'm sure you've heard it before, but an automatic or manual invoice update, emailed with a late fee, would be wonderful.
1 voteHi there,
Thank you for posting on our feedback forum. You can make use of the “custom function” automation and add late fee to your overdue invoices.
We have shared the sample code to create this custom function. Kindly refer “Scenario 2” in this link:
https://www.zoho.com/invoice/help/settings/automation/automation-scenarios.html#custom-functions
If you need any assistance in setting this up, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Good morning people from Zoho, It would be possible to change the value of Paraguay's PYG currency (there is no such value) to Guarani (GS)
Change the definition of Paraguay currency PYG by Gs (Guaraníes)
1 vote -
1 vote
Hi Nagaraju,
We would like to get more information on your requirement so that we can assist you with the best possible solution.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can discuss further.
Regards,
Reshma. -
2 votes
Hi there,
Hope you are doing good!
Kindly drop an email to support@zohoinvoice.com, elaborating your requirement so that we can get in touch with you quickly and help you out.
Regards,
Reshma. -
Ability to add a Withholding tax % field in invoices
As a contractor in New Zealand I often have to invoice and add a field for a percentage withholding tax. This amount is deducted from my invoice total. GST is applied to the invoice total including this amount.
2 votes -
Project Milestone or Task completion based Invoicing rather than task time based
We bill according to Completion on Project task or Milestone, so Timesheet option should rather be Project what should be allowed is invoice project based on milstone or task completion bases and/or billable time spent on the task
This will help track Project Cashflows
6 votes -
Option to remove contact person name from top of billing address on Invoices - use only "Attention" placeholder
Remove name of clients' Contact person at top of Invoice billing address - use Attention placeholder instead. I cannot find where this is possible in templates nor contact addresses as they apply to Invoice address format. A State Gov. client has a central accounting dept to receive invoices but my billing address 'contact' person is in a different City hence their confusion.
1 vote
- Don't see your idea?