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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Generate invoices of multiple organisation from single signon and group company concept for customers
The user should be able to generate invoices of multiple organisation (Group Companies) from single sign-on. Also need client level grouping since a single client may ask me to raise invoice on his different companies as per the terms of contract. Group co. concept will help in mailing all bills in single mail to a client and also help in generating effective outstanding recovery MIS
1 vote -
4 votes
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Time log tool For Pc and Android
time sheet and time log issues, currently you have to add notes to the time log before you start the timer you can't add notes while working and timer is running. On a PC you have to go to time sheets and edit notes after the fact. On android you have no options to edit notes
3 votes -
Total current assets for dashboard.
I think that since there is a bank fee field we should have a "total current assets" widget on the dashboard that would show the total receivables/payments minus the total expenses for a accounting period. this way we can have a more accurate representation of our liquid assets.
3 votes -
custom formula
Add the possibility to calculate based on other field. Also feature like IF, ELSE , AND , OR would be great in order to do much more complex calculations. This would maken Invoicing much more advanced.
10 votes -
Bulk Add Expenses
Apparently this feature was removed...it should be added back in.
3 votesHi there,
Thank you for posting on our feedback forum.
Yes, as you mentioned, we had the “bulk expense” functionality removed for a very short while and it was added back soon.
Please have a look at it and let us know if you have any queries :)
Regards,
Reshma. -
trend report
Create a trend report that shows the invoice amount history per customer over a period of time. That way we can identify spend habits or issues with customers that are invoiced in a regular basis.
3 votes -
Export comments
Since follow-ups on late payments of invoices is likely to generate updates in form of comments from users for those specific invoices, it would be great to have the possibility to export whole or a part (eg. last or few last ones) of the comments posted on the invoices for reporting purposes.
2 votes -
Exportar a formato facturae
Crear la posibilidad de exportar a formato facturae
1 voteHi!
Thank you for posting on our feedback forum.
It would be great if you can elaborate your requirement and send it across to support[at]zohoinvoice[dot]com so that we can get in touch with you :)
Regards,
Reshma. -
Import currency from ECB
The European bank offer a free currency file each day
Would be nice to be able to import that automatically or manually
Link to the file: https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html
1 voteHi Steen,
In Zoho Invoice, it’s possible to fetch automatic exchange rates by choosing the “Enable exchange rate fields” option under Settings > Currencies. This would fetch the exchange rates from ‘Open Exchange Rates’ (https://openexchangerates.org/).
You can take a look at this help document to have more insights on the same:
https://www.zoho.com/invoice/help/settings/currencies.html#exchange-rate-feedsHope this helps.
Regards,
Reshma. -
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.
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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…
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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.
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