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
1100 results found
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Deferred revenue
Need for deferred revenue out of Zoho.
4 votes -
Work Orders
The ability to generate work orders from the estimate (without all administrative info) would be greatly beneficial.
2 votes -
Cancel automated reminder if the invoice debt is under a certain value
If the client has partially paid an invoice, for example paid 99.9$ from 100$, I want that the automated reminders not to be sent. I want to set the value myself in Zoho (everything under 10$, don't send automated reminders).
1 vote -
Subtotal for group of items
This feature will enable the customer to have subtotals for a particular group of items in the Invoice.
125 votes -
please add quarterly/monthly to https://www.dropbox.com/s/sdw8tevzab6hu3e/Screenshot%202015-07-29%2011.50.20%282%29.png?dl=0
please add a quarterly/monthly option to https://www.dropbox.com/s/sdw8tevzab6hu3e/Screenshot%202015-07-29%2011.50.20%282%29.png?dl=0
1 vote -
2 votes
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Need a cash vs. accrual option
Need a cash vs. accrual option in reports
9 votes -
Calculate tax from inclusive Amount - mobile app
Calculate tax from inclusive Amount - mobile app
4 votes -
Select time option for recurring invoices
Option to select the time at which the recurring invoices are sent.
8 votes -
Deduct refund amounts so that Total Sales are accurate! (Perhaps refund from Invoices instead of having to generate a Credit Note?)
Currently when a refund is processed the refunded amount is NOT deducted from the client's total sales—perhaps because at the moment it can only be processed via a Credit Note—so the client overview gives incorrect information. I don't know whether it is also incorrectly reflected in overall sales, haven't had the time to confirm that yet.
This also wastes time (and is frustratingly redundant) when different users have to dig into invoices, credit notes etc. to see if a refund has in fact been processed.
3 votes -
Please add "All Time" in dropdown menu for Sales / Income / Expense etc.
Currently options are "this fiscal year; last fiscal year; last 12 months; last 6 months".
Since most of our clients are billed over multiple years we would like to see an "All Time" sales total for each of them without having to do a custom report every time.
6 votes -
Please move comment areas to the side of invoices etc. instead of the top
It would be great to have comments at the side in order to view an entire invoice without having to scroll down to see complete info.
0 votes -
Please add a comment section at the side of the overview page
It would be very useful to have a comment section in the contact overview that could be instantly accessed by all users for scratchpad and temporary comments (the notes field unfortunately requires a number of click-throughs to get to, but is still useful for more permanent notes).
An area at the side would be preferable to the top, since comments at the top mean you have to scroll down to see all the contact information.
1 voteHello Everyone,
We are happy to announce that now you can create multiple comments for your Contacts.
Kindly have a look at our help document in the link mentioned below.
https://www.zoho.com/books/help/contacts/contact-actions.html#comments-contacts
Give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.
Regards,
Reshma -
Better, more integrated time tracking
Current time tracking features include logging time by duration or by start and end time, starting a timer to track duration, and stopping and resuming a timer. These things can all be done, to varying degrees and in different ways, on the website, in the Android and iOS apps, and via the "Zoho Invoice Timer" Chrome extension.
The current time tracking options are poorly integrated with one another, and some are lacking basic features. Let's take the Website as a baseline, and discuss the others from there.
Website
1) Starting a timer on the website creates a new timesheet entry…
7 votes -
Venmo Payments Option
Venmo.com is a great way to request payment from clients. Ideally Zoho Invoice would integrate with Venmo so that when I send an invoice, it will request payment, or send me to the page to request payment, with the invoice amount and project name filled in.
63 votes -
Reset auto generation of invoice numbers on starting of every year
Provides an option to reset the prefix and number for invoice on every new year or send a reminder mail to change the invoice number settings.
11 votes -
A column for "Sales Person" in the report "Payments Received"?
It would be fantastic with a column in the report "Payments Received" that also shows who the sales person is (maybe from "show more"?).
When you export the report to Excel, it will be easy to sort / filter this column.
Thank you for a great product!
8 votes -
Recurring Invoices Reports
Currently there is no reporting on revenue coming from recurring invoices. It would be great if I can see a summary of yearly revenue from recurring invoices. Thanks.
29 votesWe have planned to work on this feature and we’ll keep this space updated.
Cheers,
Reshma. -
Workflow limit
In Automation, currently the workflow limit for each module is 10. This can be increased.
5 votes -
Add Hungarian language support
It would be really nice if Hungarian language was supported in Zoho Invoice as it is in CRM and Campaigns. We have users who don't speak other languages and it would really help us to make the switch. Having Hungarian support in CRM and Campaigns was one of the main reason we tried Zoho in the first place and it's a kind of killer feature for us.
We can help with the translations if needed.
Thank you !
1 vote
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