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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Through API list all invoices belonging to a certain project
In the API I can pass parameters to search invoices by all sorts of fields; I need to search by project.
1 vote -
project based on cost of many task
in this moment there are the possibility to fix a budget based on a hour of staf ,or may other...
My idea is based a project based on a some worker ; example:
I renew a flat ,
I've a cost of electrician,Hydraulic, windows,concrete wall,ecc..... ; I want fix my business on a percent of this work..Thks
1 vote -
Geofencing
I currently parse my Google Timeline kml files and strip out what I need to confirm my timesheet entries.. However, some timeheet apps now support geofencing.
(Android-centric here)
Updating the terms of service on the Zoho invoice app to allow location sharing and using geofencing Zoho users could mark their Contact's GPS coordinates (multiple sites per Contact) in Zoho. Then, with geofencing, when a Zoho user goes onto a client site a time-entry could be started and an alert generated on the phone. Same process when leaving an area.
I know I am missing quite a bit of detail on…
1 vote -
Receive payments using PayPal Integral
Specially need for France customers
3 votes -
Using all fields from Invoice in Payment-Thank you template
When creating a Payment-Thank you template, it would be great to be able to use all the fields from Invoice, including custom fields, as placeholders. This would help us have more personal thank you notes with reference to the content of the Invoice.
4 votes -
ability to format a price list for customer review
Ability to send to the customer a price list based on their particular pricing structure (i.e. wholesale, retails, discount, etc.) for the list of products available to them. Should be a simple fix to allow an export of the price list with pre formatted templates similar to how the invoice is done.
1 vote -
6 votes
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Allow business days for Terms, not calendar days
Currently the terms are set up to allow Net 15, 30, etc., but the overdue notices and email reminders are based on calendar days, not business days, yet all my clients operate on business days when processing invoices.
I realize you can change the calendar days that "Net 15, 30 etc." stand for, but this workaround doesn't take into account federal non-working holidays, which also should not count toward the net days.
So right now, when I get a reminder that an invoice is overdue, it's technically not because Net 30 is really 40 calendar days, or more if there's…
6 votes -
Change the order of the groups under Sales Transactions
The new sales transaction layout is great but would it be possible to be able to change the order of the groups please. At the moment you have 'Invoice' then 'Invoice Payment' then 'Estimate' then 'Reccuring Invoice' etc..
I would like to be able to 'drag and drop' or move the order to what I use most 'Invoice' then 'Reccuring Invoice' then 'Invoice Payment' then Estimate etc...
1 vote -
Return Merchandise Authorization (RMA)
Zoho Invoice should have an RMA in the templates section, alongside Estimates and Invoice.
8 votes -
Test Editing tools integrated with Estimates and/or Invoices Terms and Conditions section
It's impossible to have a text with that much information without the need of some sort of "Text Edition" such as justify, bold, fonts and font size and so on and so on
1 vote -
Delivery Calendar
It would be nice to be able to have a delivery calendar that integrates with a field in the invoice. That way, we know what invoices/delivery notes are scheduled for what day by looking at a calendar.
5 votes -
link with my location to create a project
I drive up to a Site, hit make new project, and Soho uses my location to display local businesses- i tap on the one i'm about to enter to do a service call, project is generated and timesheet begins timer for hours on that project. if i forget to stop the timer, it logs when i've left location and closes the timesheet.
1 vote -
timesheets in calendar mode additional features
view all timesheets in calendar mode: able to select what info is shown, show hours, project name, task name
9 votes -
Profit and loss
This is a must have report for any business. We need this ASAP. It doesn't have to be that detailed, it just needs to list income by category (sales), total expenses by category and an overall profit or loss calculation. It would also be great to have this included on the dashboard.
24 votesHello everyone,
Zoho Invoice can help you generate the ‘Payments Received’ and ‘Expense details’ report but it doesn’t have the ability to generate a’ Profit and Loss’ report as such. However, you can easily do this with Zoho Books.
Zoho Books is a single application that can help you with both invoicing and bookkeeping (and hence comes with P&L report). If you already have a Zoho Invoice organization, migrating to Zoho Books is such a breeze. You can refer this link to know the exact steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Automation customer statements
Please add the ability to automatically issue contacts a statement on the last day or last business day of each month. This would reduce a lot of workload for users
3 votesHi Geoff,
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. -
Date Stamp as an Invoice Number
It would be great if it can do a "Date Stamp" ( YYYYMMDDHHMMSS) as an invoice number instead of incremented numbers. eg; INV-20160628101255.
8 votes -
Adding default tax per line item
The option to automatically have the default tax set for every line item in an invoice.
3 votes -
Project with hour budget per year or quarter
Add the hour budget for a year or quarter.
9 votes -
Include data for Trailing Twelve Months (TTM) in Dashboard
When looking at my expenses (the pie chart), there are many options for time frame but no TTM. This makes it so I'm either looking at my Previous Fiscal Year (which doesn't update with new expenses) or This Year (which isn't over yet, so recurring costs like insurance haven't come up yet).
TTM data would basically help keep the chart updated with new stuff (say I added a new yearly expense) while utilizing the previous year to fill in the gaps.
3 votes
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