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
1137 results found
-
Several project invoice enhancements
I just like to ask for a few enhancements:
- Add the possibility to specify the items to use to mount the item number and description just once, and then select the projects to include in the invoice, also add a simple option to include all un invoiced timesheets in a given perior or up to date
so you speed up invoicing as you dont have to select for each project again and again the display data
also add an option for sorting, grouping and page break like
sort by date or sort by task
group by task or group by…6 votes -
CRM fields mapping and auto populating INVOICE fields
When integrating CRM and Invoice or Books. Currently there are only a few fields that are pulled thru from CRM to Invoice / Estimate. Allow Mapping of Custom fields or standard fields in CRM to map and Populate fields in Invoice / Estimate.
For example. Custom CRM field #1 = Custom Invoice Field #1
or
CRM Potential Name: = INVOICE Order Number21 votes -
Add an expense from a mail client
Option to forward a receipt received from the vendor in email and create it as an expense in Zoho Invoice.
5 votes -
Additional fields for Expense Reports
Option to add our own fields like - Department, group, etc in Expense Reports.
1 vote -
Merge duplicate expenses
Merge duplicate expenses into a single expense
2 votes -
Split Expense
Option to split the expense amount between staff or days
0 votes -
User restriction feature.
Zoho invoice could add an extra feature which does not allow a user to create an invoice unless an estimate is being created by another user/users to even a particular user.
1 vote -
sub item in invoice and estimation
Adding a feature which allows sub items to be added to the invoice will further enhance zoho invoice.
This feature is very helpful for business which sells goods for example same work table but with different sizes, doors, photo frames etc.
223 votes -
Add ability to invoice customer for all projects in a given time period
- Choose a time period
- Choose a customer
- Invoice that customer for work done on multiple projects during that time period. This would include: A. A cover page including a figure representing all time billed during the period on all projects B. Separate pages for detailed invoices for each project billed C. Ability to apply retainer invoice to the total time billed during the period, instead of separately to each project during the period
8 votes -
2 votes
-
179 votes
-
Conditional Logic
Making fields appear on invoice based on conditional logic
18 votes -
Progressive Billing
Bill clients when a percentage of a project is considered as completed.
209 votes -
Set hourly rate for a client
Different clients offer different rates for services and hence an hourly rate per client helps to invoice easily.
90 votes -
Sales by country report
Ability to analyze sales by country report with country code table included
4 votes -
Revenue by staff report
Possibility of creating a 'Revenue by staff' report to indicate staff contribution and expenses incurred to decide their salary.
17 votes -
User Roles
User role enhancement. Inviting customers to view and create orders for themselves in the software
10 votes
- Don't see your idea?