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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add notes in the section products
Would it be possible to include notes in the section products? I would like to manage these notes with permissions for diferent roles of users.
And these notes, not visible for customers.1 vote -
cash flow
Hi, I love Zoho products. I post this feature: an overall cash flow report based on invoices, payments, expenses in a calendar way, to forecast day by day our money stock. Thanks in advance.
3 votes -
Dual currency invoices
I would love to have an option that would allow an invoice to have a total displayed in the local currency as well as a base currency (such as US$). This could be facilitated by the currency module and it would allow for invoicing in the local currency while also accepting payments through PayPal for those of us who live in countries where the local currency is not supported by PayPal.
43 votes -
Invoice and Calendar Integration
Integrate events on the calendar with items in invoicing. Add something that searches a calendar within a date range, and then add the selected items to a new invoice.
Ex.
Search for "Store Cleaning" between 6/1/16 and 6/30/16
Each time "Store cleaning" appears on the calendar would add a new item to the specified invoice.This would be helpful for maintenance that recurs every month, improving on the current system of recurring invoices by allowing for months that have more of a certain day then others.
For example. A certain job is always performed on Wednesdays. June has 5 Wednesdays,…
17 votes -
Customer Statement Customization
Please, please enable customization of customer statement fields. I don't know why everything else is customizable except this extremely important document. You have clients all over the world, don't get why there's no option to customize it to your own language.
36 votesHi,
The wait is over! Yes, Zoho Invoice now lets you customize your customer statement and make it appear personalized.
You can choose a background color and theme, insert your company logo, add header and footer content and whatnot!
To check this out, switch to Settings > Templates, where you would be able to find “Customer Statement” option in the second left pane.
The Standard template available under this section can be customized and saved so that all future customer statements would be sent using those preferences.
Happy invoicing!
Cheers,
Reshma. -
eWay payment gateway integration
eWay is a major Australian payment gateway. Can you please implement a gateway to it?
8 votes -
Custom Invoice Filename
Add the ability to change the name of PDF that is sent to customer
Ex: INVOICE#####CUSTOMERNAME.PDF22 votesHi,
In the email preview page (the page that appears when you hit the “Save and send” option), if you scroll down and click on the invoice PDF title, you’ll be able to change its name.
However, it’s not possible to automate the PDF filename such that the customer’s name appears after the invoice number. Sorry about that.
If you have any other queries, you can write to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Add logo of corresponding payment gateway to online payment form
the form where clients give their credit card data is very neutral (which is good). A logo of the corresponding payment gateway (e.g. stripe) would add trustworthiness to the payment form pop-up. Clients want to be sure this is not a fake form.
7 votes -
advance invoice inclusive tax
is it possible that you can add the tax in the advanced payment?
thanks for your feedback
M.3 votes -
Add the ability to sort estimate and invoice items
I would like to group items and then sort items within groups. Perhaps it's as simple as adding a sortable group field.
5 votes -
Add graphics to the reports
It should interesting to see the report data as graphics (pie charts, etc.).
12 votes -
Organize recurring invoices on mobile app by dates (next recurring invoice)
Currently on the mobile app the recurring invoices appear randomly, which is a bit difficult to track the upcoming month recurring invoices. Would be good to add a way to sort it by date.
1 vote -
Integrate Customer reviews on my website
Integrate customer reviews on your website, so clients can see all the reviews and the total rating you have. Just like Trustpilot.
16 votes -
Redirect URL to take customers to a custom page on successful completion of a payment
Once a customer clicks to make a payment and completes a payment successfully, the customer is taken back to the invoice page.
This is confusing to customers as they don't know what they are supposed to do next.
This also doesn't allow us to take the customer to a Thank You page.
Could you please provide a redirect URL option, so customers can be taken to a custom page on successful completion of a payment?
Thanks.
2 votes -
Social media icons on invoices/quotes Template
Social Media Icons on ALL templates (Invoices, Quotes, etc) with links integration! PLEASE!!!
And more freedom within the template text editing... How to make the titles of my templates bold?
10 votes -
Editable dashboard with total unbilled amount
The dashboard is great, but it'd be better if we could re-arrange things based on personal importance and even turn on/off sections altogether. Also, I'd like to see the total unbilled hours and unbilled amount to-date. These numbers should also be broken out by either Client or Project so that I can easily see where the bulk of my time is spent. If the dashboard were editable, I would think it would be useful to allow admins to set in their preferences how they would like to view the numbers (as a total or broken out by client or project…
35 votes -
ability to update project invoice with new timers if they have been added
After an invoice has been created for a project, if a new timer has been added to this project, it would be great if I was able to update my invoice with this new timer entry from my timesheet without having to delete my current invoice just to add this new entry
4 votes -
show how much unbilled for the week
Add a function where you can see how much you've 'earned' that week or that day, based on unbilled hours x rate. Currently, you can see the hours you've worked in the timesheet function, but it doesn't tell you how much $ that amounts to. For anyone who has a weekly or daily earnings goal, this isn't enough.
1 vote -
Timer inside of Slack
Create the option for a Zoho Timer inside of a slack channel that ties to a Zoho project for invoicing
1 vote -
Invoice in negative
Create invoice in negative to make a refound
10 votesHi there,
In Zoho Invoice, you would not be able to create a negative invoice as such. To issue a refund, you can create a credit note for that invoice and record a refund against the credit note.
Credit notes will be counted as negative sales, maintaining your reports perfectly.
You can refer this FAQ page to know the exact steps for recording a refund:
https://www.zoho.com/invoice/kb/credits/refund-invoice-amount.htmlFor further queries, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma.
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