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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Split taxes on expenses
Some expenses have lines (Gratuity for example) that are not taxed (GST). It would be nice to specify this so that the numbers match when brought into an invoice for billing.
6 votes -
1 vote
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Subject Line in Expences
Whenever we are entering an expense first think to be shown is "Subject", as to what is expense has been made.
3 votesHi there,
To record ‘as to what an expense is made’, you can make use of the “Expense Category” field. You can also create your own categories under Settings > Expense category.
Hope this helps.
Regards,
Reshma. -
alternative offered also
some items are an alternative position.
Its important to see the price , but do not add the price.3 votesHi there,
We would like to understand your requirement better so that we can help you with the right solution.
Can you please write an email to support[at]zohoinvoice[dot]com with more details on the same?
Our support team will be happy to assist you!
Cheers,
Reshma. -
Send Later After Editing Email
I was really blown away when you guys implemented Send Later for emailing invoices. Your customer service is the best! I am just requesting a slight tweak. I would like the ability to edit the email before I schedule it to send. I usually add links or additional details to my emails before sending them.
1 vote -
appointments
we need something where we can add appointments and keep track of them
3 votesHello,
We believe Zoho Creator would be the perfect fit for your requirements. You can visit the below page to know more about Zoho Creator:
Hope this helps.
Regards,
Reshma. -
Customize the sale report
Hi!, When I make a sales report I need to see the customer name and custom date I add.
1 vote -
Total Amount on Search Pages
When I search by Reference # on payments received, by example, I get a list of invoices with the same reference #, but not the total amount.
2 votes -
Integration with Instamojo Payment Gateway
Please add Instamojo as Payment Gateway.
6 votes -
Be able to sort items by Qty on hand
Need to be able to sort items by "STOCK ON HAND" - for some reason all other columns are sort-able but Stock on hand.
3 votes -
We need to be able to send invoices out in batches according to specific items, example all transportation invoices, all hotel invoices etc.
For example:
Send reminder notices only to all hotel invoices3 votes -
W9
A W9 form that can be kept on file with our invoices for clients that request W9 with an invoice
4 votes -
automatically record travailing for your yearly report for accountant
every meeting or jobs that you have the total km / mil. is recorded
on a map with a pictureafter a month or the year you have the grand total of how much travaling you do.
2 votes -
To show the mileage value as the quantity on the invoice as well as the mileage rate charged
The Mileage expense works well. However, instead of showing the mileage quantity as "1" on the invoice and the rate as the total, it should be able to show the miles traveled as the Quantity and the Rate used such as 0.535. Some clients require these details.
4 votes -
pied de page
Possibilité d'insérer un pied de page
1 voteSalut,
Si votre demande consiste à insérer un contenu de bas de page sur vos factures, vous pouvez très bien l’insérer dans Paramètres> Modèles> Factures> Modifier> Pied de page> “Personnaliser le contenu de votre pied de page”
Si cela ne vous aide pas, n’hésitez pas à écrire un courriel à support[at]zohoinvoice[dot]com
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English translation:Hi there,
If your requirement is to insert a footer content to your invoices, you can very well insert it under Settings > Templates > Invoices > Edit > Footer > "Customize your footer content’
If this doesn’t help, please feel free to write an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
ITEM PRICES IN DIFFERENT CURRENCIES (USD AND OTHER)
Hello, the idea is to have items priced in usd as well as items priced in your local currency. It would be great if we could have items priced in different currencies, mostly in the latin american market, where all the import goods need to be priced in usd.
Nowadays zoho lets you decide whether a client is priced in local curreny or other (usd) but it is useless if the products cant be priced in usd. it makes me have to work on pricing of my articles every week, it is time consuming and a cause for mistakes.
5 votesHi Mayri,
We totally understand your requirement. If a customer belongs to a currency other than your base currency and you invoice them, exchange rate will be applied to the item rates so that the customer is invoiced in his own local currency.
However, if you do not want the exchange rates to be applied and you want the item prices itself to be in a foreign currency (USD, in your case), it’s possible using a workaround:
1. You can create a price list and choose to “Enter the rate individually for each item”.
2. After this, choose the price list currency to be USD and enter the USD price of the required items and save it.
3. Now, associate the price list to all the customers you wish to. (Select the contacts using checkbox to the left of each contact > Select “Bulk update” > Choose the… -
Customize timesheet reports
Customize the timesheet reports with our company logo, address and layout.
As the report might be sent and view outside the company (e.g. to customers), it might be interesting to authorize the customization as it is possible for invoice and estimation.
13 votes -
Timesheet - detailed report & progress bar on "Client Portal"
I'd like to have within the "Client Portal", the possibility to give access our customers to the detailed timesheets (per project) as well as having the "Logged Hours vs Budgeted Hours" progress bar (per project) on the home page
As an IT service company, we work a lot with prepaid upfront contracts. Customer sign a contract with an amount of work hours, then we have to deliver the job, and send a detailed report to our customers in order they know, in detail, what was done, when, and also the remaining time left on the contract
8 votes -
Price Range Option
Need to have the option to type in a price range in the "price" section.
Some projects have a range of pricing based on how much work is done (example: $100 - $500).8 votes -
Recurring Expenses Notification
Make Expenses Recurring notification via email or text
4 votes
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