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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Choose the items of a price list
When we create a price list for a client it would be useful to have the possibility to choose the items we want to show to him, instead now we are bound to show the whole price list with all the items.
Adding to this, when I send a list items I intend the client can choose from different items so it would be useful if we could not show the total because it can be confusing for the client.5 votes -
Allow clients to review service even without the client portal access
I love the idea of using Zoho Invoice to collect feedback from my cusstomers. My business is a business in which we process one transaction with the customer, and we don't have any more business with this customer for several years down the road. Requesting my customers to create a user name/password for client portal doesn't make sense.
I would like to see the client review functionality to work without enabling the client portal for my customer. This would allow business es like mine with one time customers to request feedback from the customer.
8 votes -
Ability to create packing list from multiple Invoices
As a Production Manager with 40-80 Invoices (and deliveries) per week, I need to quickly create a daily packing list from 15-20 invoices so that we can load our delivery van with the correct amount of each product and get out on deliveries quickly and efficiently.
Today, when we create our packing lists manually, we make mistakes that we don't discover until we're at our customer sites. To correct these mistake we have do a second delivery run which costs us time and money.
4 votes -
Automatically enable Client Portal through CRM
Our company uses Zoho CRM and Zoho Invoice and they're integrated. It doesn't appear that there is an option to "enable client portal" through the CRM side. Therefore we have to create a contact in CRM and then go over to Zoho Invoice software and individually "enable" the clients portal. It would be ideal if we could enable the Client Portal through CRM or automatically "enable client portal" for all contacts in Zoho Invoice.
Thanks - Jon39 votesHello everyone,
Thank you for posting on our feedback forum.
By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.
Regards,
Reshma -
Interactive Estimate
Its gone be nice if it would possible to send interactive estimate to client that permite him to have more choose with a diffrent price + some colone or option as desired.
Estimate for byunig a PC :
PC Tower
Black + Fan 35$
White + 2 Fans 55$RAM
IF 4GB RAM 30$
IF 8GB RAM 50$Hours work
IF do this 15$ per hour
IF do that 10$ per hourWarantie
IF take this 1 year warranty
IF take that 2 years warrantyThanks for your consideration about this feature.
9 votes -
Hi Dear please add new filed on Contact ADDRESS for each customer to can save our clients MAP LOCATION ADDRESS to find easy when we send
Hi Dear
please add new filed on Contact ADDRESS for each customer to can save our clients MAP LOCATION ADDRESS to find easy when we send driver to him
Regards
manaf3 votes -
Mark Invoice as Paid with Stamp
Just like in QuickBooks when you mark a invoice as Paid the invoice get's a stamp "Paid" with the date when it was paid.
Thank you very much1 vote -
Rotate expense receipt image for best oreintation
Just started using Zoho invoice mobile app to create expense records and take pictures of the receipts. Everything works great except that the invoices are usually printed on A4 sheets of paper which means the pictures must be taken in the portrait orientation. But they appear in the landscape orientation in the app and in the browser and there's no way to rotate them. There should be.
17 votes -
Customizable template for Work Order "Checklist"
A template for a Work Order checklist where the customer's information it's automatically populated. The Administrator can customize a check list for the company's internal use with items like: Shipping address/costs included…etc. The sales person must complete this check list before submitting an approved estimate.
1 vote -
Tips Payment
I think it would be nice if Zoho could also record a tips payment from customer.
Currently when a customer gave us a tip we can't include it into our Payment record. Instead, it will be noted as "unused amount" which we'll then have an option to return this excessive money.
35 votes -
Enter items on wordpress
selected Items on wordpress generate invoices on zohoo directly
3 votes -
Statement of accounts only with details of outstanding invoices
An option to generate statement of accounts without payment details, and only details of outstanding invoices.
12 votesHello,
We are so glad to let you know that we have provided the option to send out the “unpaid invoices” list to your customers.
This help document below explains the steps along with screenshots :
https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
Hope you are happy to hear this :)
Regards,
Reshma. -
Sorting Tax reports on booking date.
Looks like the reports are sorted on item creating date.
Sorting on booking date makes more sense when controlling the list3 votes -
Point of sale integration
Have more integration options for Point of sale payment methods. eg. Square or Shopify
15 votes -
Automated monthly statements for returning customers
often month end is the busiest time for everyone and i have to go through each customer to send their monthly statements. If would be awesome if there was a way to set a automated this step so statements go out automatically at the end of each month
16 votes -
Banking Tab - Balance of bank accounts
Zoho Invoice is an invoicing software, but I don't see why this one should not have a Banking tab to manage bank transactions, and balances of account. It would be nice to connect this whit Payments received and Expenses, so we can track those more efficiently.
What do you think?
Kindest regards
13 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 -
mapping customers
This idea comes from a competing invoicing system that allows to see where all our customers are based on the map represented by little red dots. Extremely helpful for marketing purposes.
1 vote -
Standardize font editing options in templates.
Invoice Template editor
Some font sizes are set in the template for the item such as notes This is set in points e.g. 8 ptSome are set inline in the text editor such as bank details and this is set in pixels e.g. 10px. This means that you can't get to match your font sizes when adding bank details
Also the bank details editor doesn't recognize carriage returns which ends up display a long line of text instead of showing the new lines. when viewed in the PDF.
4 votes -
Ability to have a "sandboxed" expense entry (similar to the isolated timesheet entry)
Our subcontractors need to be able to enter expenses and add timesheet entries, but we don't want them to be able to see all of our corporate expenses.
Is the ability to have a "sandboxed" expense entry (similar to the isolated timesheet entry) on your development path?
1 vote -
35 votes
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