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
1100 results found
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Mark up credit card payments
Mark up credit card payments by specific amount. (Since Markup in price list changes the rate for every entry and this will confuse customers.)
1 vote -
Notify or block users from generating an invoice related to an order that has been previously invoiced
Currently I am able to create an invoice with the exact same order number as an order that has been previously invoiced. I would like to see a notification appear when the same order number is entered on an invoice to avoid creating a duplicate invoice.
1 vote -
Automated Reminders: Net EOM30
Hi, I'd love to be able to send automated reminders based on time elapsed since end of month (EOM) - in other words, if a client hasn't paid after 30 days since the end of the previous month, a reminder gets sent.
11 votesHello there,
We are glad to inform you that, now you can send automated reminders based on time elapsed since end of month.
We have added two new payment terms in our Zoho Invoice Products.
1. Due end of the month
2. Due end of next monthIf you have any queries, write back to support[at]zohoinvoice[dot]com and we would be glad to assist you.
Cheers,
Reshma. -
Custom field for items
I would love to option of addition custom field ti item. That was if I'm working with a points system, each item can have points attached to it them it can be calculated based on quantity of item.
55 votes -
Customer level preference to send recurring invoice automatically
I would like to be able to select which customers are automatically sent new recurring invoices. Currently I think I can set all to DRAFT or all to OPEN. Is it possible to finely tune this feature?
7 votesHi there,
We would like to inform that in Zoho Invoice, you can now set these preferences at recurring invoice level. Meaning, for each recurring invoice profile you create, you can choose whether it needs to be saved as draft/sent/charged and sent.
(Earlier, it can be set only as a global preference and cannot be altered for individual recurring invoice profiles).You can try this out and share your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Snail Mail Invoices Tracking
Allow an option to pay for a registered mailing of the invoices for proof of delivery (or any other form of proof of delivery in the system)
9 votes -
Add client's logo in estimates
I would like to customize my estimates with client ‘s logo and a presentation text
7 votes -
Unlimited number of contact persons
It should be possible to create unlimited number of contact persons. We can now create only 20. That's not good for big corporations.
1 vote -
Separate actual receivables from taxes (receivables to the tax authorities)
Would be good on the report for receivables due to have one with total amount due and another one net of taxes. This is because the total amount is not due to the company, only the one net of taxes is.
Thanks.5 votes -
Ability to link an existing invoice to a project
Should provide the feature where an already created Invoice can be linked to a project just like how an expense can be associated to a project.
15 votes -
Link everything!
I have a project.
Project is based off a paid invoice.
The paid invoice has an expense.When I am creating an invoice I should be able to send to/create a new project. Then I should be able to link an expense to that invoice.
When I look at my project I want to be able to click the invoice it was generated from with and the expense that I need to pay out.
12 votes -
ADD: Purchase confirmation Form
Our clients often ask for a confirmation of their order.
Lay out might be like the invoice form,
adding extra information:
1. Expected delivery date (date)
2. delivery partner (lookup table)10 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 -
CALCULO AUTOMATICA DE PRECIOS DE VENTAS
Seria bueno poder poner el precio de costo de un articulo y que el sistema automaticamente le carlulara algunas alternativas de precio de venta:
Ejemplo:
En mi empresa Vendemos Partes para computadora:
Si un Items me cuesta 100 dolares y en mi pais se paga 7% de impuesto, mi costo por unidad deria de 107 dolares.si mis opciones de ventas pueden variar en unos casos entre el 10, el 20 y el 30 %, seria posible calcular automaticamente mis precios de venta, dandome asi informacion mas real y exacta si tener que calcular mis precios manualmente al momento de…
1 vote -
Mail for Invoice cancelation
I can send the invoice via email but i cant send an email for invoice cancelation to notify the customer
1 vote -
Dashboard options
In Dashboard an option to show sales including draft invoices. I have clients that I only invoice monthly and it would be handy to see the total outstanding.
1 vote -
schedule invoice sending
Scheduling the sending of invoice can be done for recurring invoices but not for one time invoices.
It would be nice to be able to set a date and time for the sending of invoice for the case where the service is known to be finished on a given date and that you'll be vacant and away from the keyboard (on holidays) for weeks4 votesHi there,
Yes ! You can now set a date on which the invoice has to be sent :) Just schedule your invoices and carry on with your vacation, while Zoho Invoice takes care of the invoicing part.
Check it out here – https://www.zoho.com/invoice/help/invoice/sending-invoice.html
Regards,
Reshma. -
Restrict user roles
Users, even though they cannot view customers or their information can access the "Create invoice" page. While they are unable to create an invoice they are able to view customer emails. If we are keeping information from customers and employees confidential this does not help. Would like users to not be able to contact customers whatsoever.
1 vote -
33 votes
Hi,
We are happy to inform you that you can now easily link your CRM potentials to estimates and invoices in Zoho Invoice. The help document link below would walk you through this much-awaited enhancement :
https://www.zoho.com/invoice/help/integrations/crm-integration.html#potential-linking
Cheers,
Reshma. -
Show number of billing cycles remaining in "Recurring Invoices" list view
It would be extremely useful to be able to see how many recurring invoices remain per customer; currently we have to open up each recurring invoice to see how many billing cycles are left—tedious and time-consuming.
It would also be amazing if there was a summary or report available of expected/future revenue from recurring invoices.
3 votes -
Allow Boolean (AND/OR) searches, or searches within a subset
Searching by keywords is a useful way to cross-reference, check accuracy re: invoice and payment dates, etc.
I can't currently filter customers by a combination of keywords since the search function only returns the exact string I entered.
It would be great to be able to use AND and OR commands in a search, or to narrow down a search within a subset instead of having to search the entire database with a single search string and then rely on sorting the results to find what I'm looking for.
1 vote
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