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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Integrate with ESP's
Add integrations with ESP's like mailchimp, sendgrid, campaign monitor, mailwithus,... with support for transactional mailing to the extent to support a fine grained custom email template.
Put the heavy lifting of formatting and sending the mails at the ESP instead of Zoho and thus offer far better emails capabilities than currently supported in zoho
4 votes -
In "expenses / bulkadd", add a 'block option' to assign taxes for all of them
In "expenses / bulkadd", add a 'block option' to assign taxes types/inclusion for all of the expenses added in bulk.
1 vote -
Customizable pop-up or a post-it note in invoice module.
Customizable pop-up or a post-it note type entry that is attached to the accounts/invoices and a flag shows up in various views and reports to quickly zoom in ion specific invoices.
1 vote -
Sort task alphabetically
It would be really helpful to have the ability to sort tasks alphabetically. It would be much easier to find things.
9 votes -
step customer order
Betweens Estimate and Invoice, the step Customer Order is need.
You can have an order but do not create Invoice. It is a temporary step but important to have.3 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, it’s not possible to create ‘customer orders’ as such. However, in Zoho Books, you would be able to convert estimates into ‘sales order’s, which can then be converted to invoices.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you further on this.
Regards,
Reshma -
from estimates we need another link to make a performa invoice so that we do not need to make it separately
From estimates we need a link to make a performa invoice so that we dont need to make them separately and a link is not broken between estimates an invoicing stage
5 votesHi there,
Thank you for posting on our feedback forum.
We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.
Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.
Regards,
Reshma -
Simple non itemised invoice template for service providers
For service providers who do not have itemised sales, a template with description and price columns only, but without items, quantity or rate columns would be much tidier.
4 votes -
Reports on shipping charges
The option to run reports on shipping charges levied on invoices.
3 votes -
Classification of timesheet reports by tasks
I'd like to group the details in the time sheet report by the name of the tasks, beside of user, date or project. It would help me to bring my clients the info they need about the time spent by project and task.
11 votes -
I want to send my income & expenditure to my accountant how can i do it
Monthly returns that I can send to Accountant,
So I want to send copies of invoices & copies of expensies
1 voteHi there,
If you wish to send the details of your invoices and expenses, you can very well export them in the CSV or XLS format and send it to your accountant. You can refer this help document to know the steps to export your data.
https://www.zoho.com/invoice/help/import-export/export.html
While choosing to export the data, you can set a custom date range (“Current month” in your case) and export the invoices/expenses created in that range alone.
You can also try generating the “Invoice details” report and “Expense details” report and export it if that would suit your needs better.
For any queries on this, you can write to
support[at]zohoinvoice[dot]comRegards,
Reshma. -
4 votes
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Email future service reminders from Zoho invoice
Be able to add a field option to sent invoices for future service reminders, follow up customer for either 6 or 12 month reminder options via email direct from zoho invoice
6 votes -
Sales report with items purchased by invoice
We sell products and we need to know the items sold by invoice. The report shows the total of the invoice. It could also show by invoice what items were sold.
22 votes -
Integration of Distributor Re seller relation.
- Provision to input Distributor price and re seller price of a product
- Provision to issue Purchase order to Distributor against a Purchase order from the customer
- Difference of Tax paid to distributor and Tax collected from Customer
- Calculate the profit on each invoice
- Provision to input invoice details from the distributor
4 votes -
Check Return
I got a check from the client i emailed him the receipt but then the bank rejected the check as the name mentioned on the check was wrong. We should have a provision where we can put in a check return activity and print it so that we can claim a new cheque from the client and also an email can be sent to the client stating the reason for the check return.
This is very important
1 vote -
report on draft invoices
All inclusion of Draft invoices on "Sales by Item" report so I can forecast easier. (perhaps include chkBox to include DraftItems)
6 votesHi Dustin,
Thank you for posting on our feedback forum.
Since the draft invoices cannot be accounted as your actual sales, we have not included that in the “Sales by item” report.
However, you can make use of the “Invoice Details” report for this. Using the “Customize report” option in that report, you can choose whether to show/hide the draft invoices.
Regards,
Reshma. -
by default disable the option, 'send receipt thank you note' while recording payments.
By default, disable the option 'send a thank-you note' while recording payments so that you can select it only when you want.
1 vote -
Pagination of "Notes" and "Terms and Conditions"
Pagination does not necessarily go correctly if the invoice is spread on a number of pages. The headers "Notes" and "Terms and Conditions" should stay on the same page with the following paragraph, not so that the header is the last line on the previous page and the actual content is alone on the next page.
Basic stuff, should work like in text processing, paragraph settings "Keep with next"
1 vote -
3 votes
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Add "Completed" Status for Estimates
Right now Estimates can only be "Sent", "Accepted", or "Declined". I do not bill by the individual estimate so converting to an invoice is not an option. I need to ability to know when a particular estimate has been completed so I can recognize that it is not an active job.
8 votes
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