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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8 votes
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Remove Users from Projects by marking them "Inactive"
I have multi-year projects, where staff changes are common. I can't delete the user from the Project, because they've already entered time (which has been invoiced) - but, at this point, over 60% of the people assigned to any of my long-standing projects are no longer involved
1 voteHi Rick,
If a staff would no longer be working for your projects, you can very well delete them. Deleting a user would not remove the timesheet entries logged by that user. It would still be in the system and you can very well invoice your clients for those unbilled entries.
If you have any other doubts on this, you can reach out to support[at]zohoinvoice[dot]com.
Cheers,
Reshma. -
Total sales report including "All Time" option for customization
Total sales report showing all sales performed (reported by date regardless of item, sales person or customer) along with a previously mentioned request of an "All Time" option for a date / range option would be beneficial.
7 votes -
Create expense automatically for certain tasks
I have different tasks with different rates depending on whether the work is done remotely or on-site. It would be great if I could tie a mileage expense to the task when I am on-site. It would be the same mileage expense every time and for every time I use that specific task on that date, I need to drive to that client. This would be great because it all but remove all the hassle it is to keep track and record my mileage. I would think other users would like the ability to the an expense to a specific…
3 votes -
Accept offline Payments: Collect Customer Payment info and add it to Invoice
I would like to Zoho invoice have ability to process the offline transactions. Just like other invoice program and shopping carts. Zoho creater is just a form it will not transfer the payment date to creator. I would like it to when customer click on online payment it transfer the invoice due amount to form. Please add the functionality to a Zoho invoice
We already have existing Credit Card Merchant Services Account and ACH account setup with 3rd party. Since we been using them from long time, so we are getting a good rates and we don't like to change…1 vote -
Differniating the line items with color in invoice or estimate
To contrast two lines of products on the lines of the quotation so that it is more readable
2 votes -
Edit items table in customer statement
One option i didn't see is the option to edit the items table in customer statement templates ! This would be a good thing to add on the website !
4 votes -
Indian Payment gateway Rozarpay
We need more payment gateway with zoho due to rozarpay is creating monopoly business and offering unusual payment terms which is not as per industry norms. they offer 15 days settlement time to us where as on same business payu and cc avenue are offering T
=1 day1 vote -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We have recently rolled out an enhancement that can serve as a good workaround to your requirement.
You can now print/email the customer statements of up to ‘25’ contacts in bulk.
To try this out:
- Navigate to the “Contacts” tab;
- Select the contacts whose statements you need to print/email;
- Set a date range (The transactions created within this date range will be included in the statement);
- Go for the “Send customer statements” or “Print customer statements” option.Give it a spin and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Work order creation?
I think it would be a great idea to add the work order creating as well.
4 votes -
Ability to sort invoices by "payment method"
Currently, there is no feature to allow sorting by "payment method". This is really helpful in determining how much of a business is run on cash or credit.
1 voteHi Andrew,
Since the invoices can be both paid and unpaid (leave alone the draft and void ones), it would not be possible to sort invoices based on the payment mode.
However, the payments listed in the “Payments Received” section can be sorted based on the payment mode.
Kindly try this and let us know if it helps.
Regards,
Reshma. -
Attaching updated invoice with the thank you note
It would be helpful if the updated invoices attached to the thank you note for the payment
1 vote -
In Norway we have an increasing demand for socalled "EHF" invoices to state and municipalities. When will you implement this feature?
In Norway we have an increasing demand for socalled "EHF" invoices to state and municipalities. When will you implement this feature?
4 votes -
Generate invoice and delivery note when only partial delivery is done
Generate partial invoice and delivery note when only partial delivery is done
6 votes -
please can you add vougepay payment gateway to the invoice integration because that what we mostly use in Nigeria
we are about to pay for zoho finance but because of this we may have to hold on
1 vote -
Multiple Currencies feature for same client.
Need to add a feature where in one could raises invoices with multiple currencies for the same client.
13 votesHi there,
In Zoho Invoice, it’s not possible to raise transactions in multiple currencies for the same contact. As a workaround, you can clone the contact, change the currency alone and save it as a new contact. You can refer this link to know how to clone a contact in Zoho Invoice.
https://www.zoho.com/invoice/help/contacts/contact-actions.html#cloning-contactRegards,
Reshma. -
Remove restriction on Organization Logo size
Please consider lifting the restriction on the organization logo size to be 240px x 240px. My organization's logo is text-based so the width is far greater than the height (380px x 70px). This change would also permit the logo to be a more appropriate size/ratio in all the email templates as it currently looks almost illegible. Thank you. :-)
9 votes -
Multiple SKU per Item.
I would like to have multiple SKU's be attached to the same item. This dovetails into having custom fields be item specific rather than applicable to all items. This would allow for me to create Item A, Item A is available in three colors, each color having an individual SKU. This would save on having to create three distinct items. Further it would allow for pricing variation between retail and wholesale without having to create new SKU's for the same product.
3 votes -
ITEMS multi-currency, and automatic exchange rates to customer currency
All items in Zoho Invoice must be currently priced in base currency only, and doesn't allow to involve more than one currency within a single estimate (Euro, an example)
For all our estimates we use the same customer currency (Euro).
Is it possible for ITEMS to add another currency (USD?) with automatic update of exchange rates to customer currency (Euro).
As result we'll be able to use a few items in $ and Euro within a single estimate.
25 votes -
Payment Received Reports
We need to know payment received versus due date report
4 votes
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