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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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. -
Use of items in projects
Professionals have to book their used materials so they can be invoiced to the customer. It would be very helpfull if we get next to expenses and millage the possibility of booking used materials (items) on projects. When we generate invoices we get these items automatically, with the right price and VAT on the invoice.
A possibility is to add the right items to the project with the right project prices, so the professional can only book items related to the project.
An easier way is not connecting any items to the project and let the professional choose form the…8 votes -
Item prices in different currency
Enable the currency option on the price for the Item.
6 votesHi there,
In Zoho Invoice, though it’s not possible to create item rates directly in foreign currencies, you can create a price list and achieve this.
While creating a price list, you can define the currency in which you’d like to add the item prices and you can even associate price lists with customers if needed.
You can take a look at it here and if you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
https://www.zoho.com/invoice/help/items/items-price-lists.html
Regards,
Reshma -
FACTURATION A L'AVANCEMENT
Nous aurions besoin de facturer à l'avancement avec un pourcentage affecté sur chaque poste du devis.
Dès lors, chaque devis validé doit être facturable en plusieurs fois et chaque nouvelle facture doit pouvoir déduire automatiquement le montant total facturé (cumul des factures passées).
1 voteSalut,
Merci de poster sur notre forum de rétroaction.
Il serait utile si vous pouviez élaborer votre exigence et l’envoyer à support@zohoinvoice.com~~V afin que nous serions dans une meilleure position pour vous aider.
Cordialement,
Reshma. -
Return mailing envelope
I have clients who pay regularly using their own checks. I hope you can provide return mailing envelope for my customers. Thanks
1 vote -
Packing list
Packing list with product size, gross weights, and cubic meters would be helpful for companies doing importing/exporting business.
8 votes -
Convert multiple estimates into a single invoice with each estimate as a line in the invoice
My clients want to have all of the work I do for them regrouped in a single invoice. I would like to be able to convert several estimates into one invoice.
69 votes -
Have the option to show net rather than gross numbers in summaries
Have the option to show net rather than gross numbers in summaries. Eg in dashborards or tables such as credit notes system wide setting to default show pre tax numbers rather than gross.
1 vote -
Option to choose recipients for Recurring invoice notification email
If the Recurring Invoice preference is set as 'Create invoice as drafts', an email would be sent automatically to the organization admin whenever an invoice is generated from the Recurring Invoice profile. It would be nice to add recipients to this email.
10 votes -
Expense screen
On the Expenses screen, there are only 3 options to use > edit, convert to invoice and more. I've been using the MORE button for years to clone an existing daily expense, and change some details to save as a new expense. Why can't the choices under MORE > Make recurring, clone and delete be added to the first screen without having to click MORE, then another option?
3 votes -
Allow Edit to Add Attention Content for individual invoices
Currently, the Add Attention Content in the invoice template area can only be edited in the Template area. The problem is that for particular customers with different contracts, there may be different contacts who need to be the Attention Contact for different invoices. There needs to be a way to edit the Add Attention Content on a per invoice basis.
5 votes
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