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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1 vote -
1 vote
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Organization Hierarchy Chart for Zoho CRM
An important part of any sales process is to ensure you’re speaking with the right person in an organization when working on an opportunity. However, when there are multiple contacts for each account, keeping track and reaching out to them seems to be an uphill battle- For which account should I contact whom? Who manages each department? And who reports to them?
The right person with the highest decision-making power is vital for closing the deal and shortening the sales cycle. Instead of sending emails or interrupting others to ask for this information, the sales teams can view the information…
1 vote -
Google drive for Zoho CRM Custom Module
By using our Google Drive for Zoho CRM Custom Module extension, the user can browse, add and access the files related to customers from a single place in Zoho CRM (Custom Module) and share them with others instantly without having to open #googledrive and search for the relevant files, which reduces time when searching for important files.
👉 See here for more info: https://www.bizappln.com/integration/zoho-google-drive-integration.html
1 vote -
Templates for different kinds of business
Hi.
It would be great if there were templates for different business categories, e.g. tutoring, medical, law, web development, etc. as it is realised on https://saldoinvoice.com/by-category/.
What do you think about it?
1 vote -
Customize Invoice Number Label and Order Number Label
Some fields are customizable, but other like Invoice Number and the Order Number aren't.
It would be great if the label text asociated with this two fields could be customizable.3 votes -
Start and stop time clock for projects and tasks without having to create a new timesheet
For service based businesses it would be convenient to have the ability to start and stop timers just by clicking on the task or project name rather than having to create a new time sheet entry each time.
1 vote -
Create a Proforma Invoice option for Indian Businesses
Retainer Invoice is not available as an option in the Indian Version. Please have a Proforma Invoice option created.
1 vote -
Auto apply advance payment to customer invoice
We are in business where we take advance payment from customer and then generate invoice basic consumption of the services at end of the month. Is it possible to auto settle invoice against any existing open payment of the customer automatically during invoice creation? This will save lot of time as otherwise one has to do it manually for hundred of customers one by one each month.
1 vote -
1 vote
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Have a list of correct formats able to be uploaded to invoices on the upload feature
Have a list of correct formats able to be uploaded to invoices on the upload feature. I can not find anywhere which formats are able to be attached as an uploaded document on an invoice, I tried sharing a google doc then downloaded as a pdf neither worked (size was 39 kb)
1 vote -
Mollie payments gateway
Would be great for European users to have a MOLLIE payments integration in Zoho invoice.
4 votes -
Taxable Shipments in Invoices
The ability for taxable shipments. Some states and cities require tax to be added on any purchases shipped to consumers.
1 vote -
For Zoho invoice --- PM users should only be able to see projects to which they are assigned.
PM users should only be able to see projects to which they are assigned. This will be a challenge for any customers who have multiple project managers and do not wish for them to access projects they are not assigned to. Also, having a cost rate and bill rate would be helpful for billing purposes.
3 votes -
Amount in words only showing on right side. We need option to place it left side of the invoice.
If the amount in words shown on the left side of the invoice, we will get more space on the invoice for items/descriptions. At present, there is no option for where should we place the amount in words.
1 vote -
Add "Weekly Time Log" to OSX App
Please add a similar view to this to the OSX app.
https://invoice.zoho.com/app#/timesheet/logonweek?from_date=2020-11-08&to_date=2020-11-14
1 vote -
Add data variables to text fields
At the moment, it's possible to add date variables to item descriptions, like %(Month)% etc.
I would like to be able to add these to text fields too, e.g. the Order Number field.
Thanks!
1 vote -
1 vote
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EXPORT INVOICE option
Hello can we have an export invoice option as .csv or excel.
Currently only export is in ,pdf ie_ "Export as PDF"Ideal would be to select an invoice by the check boxes, under the "More" dropdown would be a selection to Export as .CVS" maybe right under "Export as PDF".
3 votes -
Work and sign with certificates
We need the capability to sign invoices with authorized digital certificates in order to give digitally sent invoices legal credibility. This is requested by law in some countries.
1 vote
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