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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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 -
There should be an option for taxable shipping charges in the invoice
there should be an option for taxable shipping charges in the invoice
19 votes -
India GST Style Template be created in the Simple or Compact Template.
Hi
Can the Standard - India GST Style Template be created in the Simple or Compact Template.
It will be really helpful
4 votes -
Add support for schema email markup
Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.
Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg
Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.
More info here: https://developers.google.com/gmail/markup/
6 votes -
Allow for change to next invoice date or skip in invoice, or allow recurring invoice to be created early
For recurring invoices, I can create a manual invoice. This invoice was meant to create the recurring invoice early. The manually created invoice did not, however, increment the Next Invoice Date, which remained unchanged. After speaking with support, I found out that there is no way to change the Next Invoice Date ( I would like to increment it to the next month).
There needs to be some way to increment the Next Invoice Date for a recurring invoice, either by setting it to skip that month's invoice, or allow the admin to set the Next Invoice Date to the…
5 votes -
Need to be able to sent user permissions to only allow viewing of invoices/estimates created by themselves or admin.
Need to be able to sent user permissions to only allow viewing of invoices/estimates created by themselves or admin.
2 votes -
Expense handling fee
Add a selection, similar to the tax option for Contacts, for adding expense handling fee (%) to invoice.
4 votes -
Card authorization form/signature
ability to have clients sign a payment authorization form when making a payment
4 votes -
Please restore the little time clock next to the item being timed. Having the clock only in the lower left corner isn't good enough.
Please restore the little time clock next to the item being timed. Having the clock only in the lower left corner isn't good enough. It doesn't tell me what I'm timing, and isn't visible enough to even inform me that I'm timing something. Getting rid of the clock icon is a mistake; please correct it.
1 vote -
Zoho Invoice - Create an estimate using information from CRM Leads
Use Zoho CRM with Invoice but the addresses only search for Accounts. If I create an estimate it is always for an unconverted Lead, currently they must be an account.
1 vote -
See expenses in calendar view
It would be good to be able to see expenses in the calendar view along with time spent. It would make it much easier to see if travel had been booked but there is no time for the client etc.
1 vote
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