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
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Add email address to a "thank you" note
Would be nice to add additional cc email recipients at the moment of sending a "thank you" note.
2 votes -
Payu Latam
Integrate with payu Latam . This is necessary for Latin American market. This is the real only payment gateway on Latin America .
61 votes -
Page number format "should" be in this format # of # e.g. (1 of 2 - 2 of 2)
Dears,
to protect businesses the number of pages should be not as it is already like. 1 - 2 - 3 - 4 ....
it should be 1 of 2 - 2 of 2
where the estimate of invoice shows the actual number of pages for the estimates and invoices.6 votes -
Add a new field "Name" (or "Item Name") to "Expense"
Hi,
Why the create an expense does not include a name (or item name) ?
It looks really odd that the expense is recorded without a name, right now i have to type in notes.Since it is in notes, it does not show in my auto weekly email received.
Everything has a name, don't you agree?
Simon Li.
4 votes -
Add metadata to the pdf files (author, title...)
These metadata are visible when the client opens a pdf invoice. It would be nice if the software automatically added the title ("Invoice ###") and the author (Company's name).
1 vote -
0 votes
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Résumé des taxes - nom des clients
Dans le rapport - TVA Transactions, il faudrait rajouter une colonne avec le nom du client
7 votes -
Inclure les avoirs dans les rapports
Dans le rapport chiffre d'affaire par vendeur, il faudrait déduire les factures d'avoirs pour connaître le chiffre d'affaire réellement réalisé.
6 votes -
4 votes
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Allow portal to be embedded onto external website
Currently the client portal cannot be embedded onto external websites which means I cannot offer this feature through my website - clients need to access the link which then opens in a new scree/window...would be great if i could embed the portal into my website for smooth customer service
19 votes -
1 vote
Hi Jeff,
In the email preview page, if you press the Enter key, it would only place the cursor in the next line of the text area. Only if the “Tab” key is used and the mouse position is changed to the “Send” button, hitting the “Enter” key would send the email.
Having said that, you can reach out to us at support[at]zohoinvoice[dot]com so that we can assist you better.
Regards,
Reshma. -
Make placeholders as available in footers available for all other fields in Estimates / Invoices / Credit Notes
Would be great to have placeholders available for all other fields in Estimates / Invoices / Credit Notes. We are trying to build a confirmation stub, something like "I confirm estimate [placeholder for estimate number], signed by [placeholder for contact name].
3 votesHello,
We would like to know more about your exact requirement so that we can suggest the best possible solution.
It would be very helpful if you can drop an email to support[at]zohoinvoice[dot]com so that our support team can assist you shortly.
Regards,
Reshma. -
Modify the order of fields in Invoice
Currently only the order of custom Item fields can be modified, but the default fields like "Quantity", "Rate" etc remain where they are. Can we please have the feature to completely customize and modify the order of fields in the invoices?
2 votes -
Integrate with SagePay
I use SagePay to send invoices currently. The client clicks on a PAY NOW button for the merchant gateway.
I have to double up on Zoho invoice to keep track in my CRM.I would like to integrate SagePay with Zoho Invoices so clients can pay directly from the Zoho invoice.
3 votes -
Add bulk edit option to “Mark as Non-Billable"
In the timesheet section, it would be nice to have the option to “mark as non-billable” as a bulk edit. The current bulk edit options include:
- Mark as invoiced
- Mark as Unbilled
- Delete
I would like you to add a button to “Mark as Non-Billable” here: https://www.screencast.com/t/JggsPFfxB Currently, you have to open each time entry and uncheck the box manually, which is time consuming and annoying.
13 votes -
Custom Form for Purchase Orders
Please add a purchase order form so that purchase orders can be created to support an estimate/invoice.
10 votesHi Ron,
Creating a purchase order is not possible through Zoho Invoice since it primarily focuses on the sales cycle of your business. However, you can achieve it using Zoho Books.
Zoho Books is a super-set of Zoho Invoice and an extensive accounting application. It has every single functionality as Zoho Invoice and in addition, you can raise sales and purchase orders and much more.
You can easily upgrade your Invoice account to Books using the steps mentioned here:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any queries, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Stripe 3D Secure
3D Secure support for Stripe.
7 votesHi there,
The Zoho Invoice-Stripe integration is recently enhanced to support 3D secure payments. Since this is currently in the early access stage, we request you to drop an email to support[at]zohoinvoice[dot]com and we’ll enable it for your organization.
Regards,
Reshma -
Remote support time to invoice
Auto invoice creation after a remote support session. Perhaps with a link to video of works done and a timeline.
1 vote -
Add feature for copy journal voucher
Add feature for copy journal voucher
1 vote -
WRITE-OFF
Had to write off several invoices when client became insolvent but, when I go to reports the invoices show as "paid" instead of "written off" and is confusing my accountant (and me) because I cannot sort or select just the written off invoices to run report for tax purposes. PLEASE make this write-off feature a different category than "paid"
8 votes
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