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
1137 results found
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Auto select of sales person through from logged in sales person
In invoice there should be a feature to take logged user as sales person. Option can be given in settings to relate sales person with user
3 votes -
Contact Image
I'd like to be able to upload an image for my contacts. Whether it be an individuals photo, a business logo, or something else. This gives me a visual way of quickly finding a contact.
If this is not possible it would be nice to have the icon next to a contact change to a company icon (warehouse, office building, etc.) if the contact has been set up as a company.
4 votes -
Need to have the billing card person's name listed on the receipt/invoice
I need to have the billing card person's name listed on the receipt/invoice. How do I set that up? That way with multiple credit card payments, we know who paid what.
15 votes -
have delivered a customer and a customer invoice
have a customer for delivery and a customer for billing invoice. We would have in CRM information on both "clients"
1 vote -
Pay Now: skip extra step if there's only one payment method
When clients click Pay Now
Zoho shows an extra step:
Select your payment method to proceedIf there's only one payment method, just skip that please.
2 votes -
Auto-complete Item Details
In the item field, show an auto-complete with recent items.
This would allow us to click on that item, instead of typing everything again.PayPal does this.
3 votes -
22 votes
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Project Timesheet - Retain "View By" selections on Item Edit
While reviewing a Project, I consistently go to the Timesheet to either create or edit items. Everytime I create or Edit, the filter I had in place, is reset to the default load values.
Would it be possible to retain the filter values for the "View By" Filter under the Timesheet?
Steps to reproduce:
1. Login to ZOHO and goto "Timesheet"
2. Select a Project to review
3. Click the Timesheet Tab, next to Overview
4. For the "View By" filters, select a value no auto-selected.
5. Click an Item in the resulting view
6. Either make an edit or…4 votes -
calendar
Using Timesheets, user can view all projects as calendar view.
Using the project view, there is no calendar view.
Please add the same ability under the project/timesheet view.
Thank you.
2 votes -
Provision to distinguish multiple brands and assign user permission w.r.t. brand names.
Provision to distinguish multiple brands and assign user permission w.r.t. brand names.
We deal with Multiple brands and many items under each brand having a sales mgr for diff brands. I want to have provision by which I can restrict or provide permissions to individuals for chosen brands' Estimate preparation / invoices.
1 vote -
Include invoice attachments when printing or exporting PDF
I really like how PDFs for expenses are included in exports and printing.
However, I often need to attach additional documentation to an invoice that is not directly tied to an expense. I notice that these attachments are not exported or printed. It would be a great improvement to include invoice attachments in the export process.
3 votes -
3 votes
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Customizable Lists that contain user identified drop down fields
Is this a possibility?? I have created several drop down lists on my invoice template and I'd like to have drop down lists be active in some/all of these fields..... thanks
1 vote -
ONE screen should display ALL records – Invoice, Credit Note, Retainer invoice
– and allow the user to filter the ones they want to see
1 voteHi,
Thank you for posting on our feedback forum.
The leftbar (the leftmost pane) of the Zoho Invoice interface lists the different modules like Contacts, Items, Invoices, Estimates etc.,, giving you the option to access any module at any time. Moreover, if you would not require a particular module, say ‘Estimates’, you also have the option to hide it under Settings > Preferences > General.
We also understand that the need to view all the transactions of one particular customer and that’s exactly why we have provided the “Sales” section in the contact details page of each client.
If you have any further queries, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Greek language support for client portal
Ability for the client portal to work in Greek
1 vote -
Billable hours (rather than Logged Hours) vs on Project Snapshot
The current Project Snapshot shows Logged Hours vs Budgeted Hours. And yet Logged Hours don't impact budget. So where I'm trying to get a handle on how I'm doing against budget, this comparison doesn't help. Hours that are not Billable, for instance, don't affect my performance; so I what I really need to see is how Billable hours are tracking relative to budget.
1 vote -
7 votes
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Customer Data Transfer to CC Payment Form
Have all the customer data transfer to the CC payment screen. Would save hours of work time in a week! Thanks.
1 vote -
Make activation of client while creating invoice
Often I am sending invoices, and sometimes it is an inactive customer... but when I FINISH creating the invoice, it won't send or even save as draft until active, which I just realized AFTER it is done. Would be great not to have to recreate invoice after activating since no way to save it.
1 voteHi Kristen,
Thank you for posting on our feedback forum.
We would like to clarify that, once a contact has been marked ’Inactive", it is not possible to create any kind of transaction for that client.
In the Contacts tab, if you choose that contact, you can only see the “Mark as active” option. Only if it is chosen, you can have further transactions with him/her.
Also, inactive customers won’t be listed while creating transactions.
If you need our assistance on this, just write back to support[at]zohoinvoice[dot]com :)
Cheers,
Reshma. -
Direct Deposit
Would love to be able to grab a direct deposit feed from the bank and assign payments to invoices
12 votesHi there,
Hope you are doing great !
In Zoho Invoice, it is not possible to integrate your bank account ; Sorry about that.
However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.
If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.
Regards,
Reshma.
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