Zoho Invoice
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
-
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 -
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
- Don't see your idea?