Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1147 results found
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1 vote
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being able to return expense when parts are no longer needed
ablility to return/refund expense
1 vote -
Need invoice in USD and INR ( for customs purpose) . ?
How do we generate invoice in INR for an export transaction? The invoicing is done in USD . But for customs purpose we need same invoices in equivalent INR.
4 votes -
attach timesheet hours as csv to invoice
My client has asked that when I submit my invoice I put a single line for all hours - the total hours. But then attach the timesheet entries for the hours on the invoice.
Presently I have to send the invoice with the daily time sheet entries. The client finds this hard to deal with. He'd like perhaps a csv with the timesheet entires.
if you could do that option it would be great.
4 votes -
Default Items on Estimates/Invoice
I charge people the same specific items on every invoice. Could there be an option to check so I don't have to click the same 4-5 items for every customer (~65 people a year)
1 vote -
Create a simple import from excel/page feature to update payment using invoice number only
Current xls require too many details and time consuming. Invoice number alone is enough once uploaded review and post payments would be great.
1 vote -
Header details on all pages
All pages should have header details with logo and details of the organisation as well as inoivce number and date etc. The page number should also come in (No. out of No. of pages) format.
I have set organisation logo, names address etc in header field of the template, but still the second page does not have this information. No one can tell that the first and second page belong to the same invoice.3 votes -
1 vote
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"google pay"
It will be great if you can add Google Pay for Indian clients.
3 votes -
Chrome extension, change color of the icon when Timer is on ?
In the Zoho Invoice Chrome extension, when the Timer is launched/on, could the icon change of color (for exemple, become red) ?
For instance, if you look at another app like EverHour, that's what the Chrome extension icon does and it is extremely helpful because you don't have to open the extension to see if the Timer is on, you just have to look at your Chrome window.
It would be great to have that.
Thanks1 vote -
1 vote
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Enlarge Payment Options Icon
We really need to be able to Enlarge the Payment Gateway icon next to "Payment Options" for the payment gateway integrated with Zoho Invoice.
Currently, the icon is so small that customers are unable to locate it to make online payments.
3 votes -
Make labels for "Due by the end of this/next month" editable
In France, payment terms are described either as net or "xx days end of month".
"Due by the end of next month" do the job but I wish I could change this label for "xx days end of month" which is a mandatory legal information here in France.For example: "45 days end of month" means date of invoice + 45 days then last day of month (exactly end of next month in this case)
1 vote -
Allow clients to pay invoices using their credits in client portal
Allow clients to pay their invoices with their credit in the client portal. At the moment we have to apply their credit to an invoice manually, it would be easier and quicker if clients could do this themselves.
1 vote -
Create SO (and PO) from Estimate
After Estimates are accepted by customer we want to convert into SAles order and follow the Sales order process. Ealier we saw Convert to SO option. But now its removed. Convert SO option is required. Automatic conversion to SO if Accepted is also required.
1 vote -
Needed updates on app Invoice and Estimate view
When looking at the Invoice/ Estimate Please add these features.
- Click the address to get driving directions (this is in the customer view please add to the estimate and the Invoice View)
- be able to call the customer. (If you are looking at an estimate and want to call that client it is like 40 clicks, it is too difficult to call the customer about one invoice in particular.)
3 votes -
Bulk categorisation of uncategorised transactions
1) I set rules under Manage rules before importing statements.
2) All the rules were applied and properly categorised by applying the rules when I imported.
3) After a few months, I notice around 100 transactions were new for which ' Rule 'could not be set up as it was found after a few months of. the transactions were imported. I had linked my Bank for direct import.Here is the catch: Presently, I need to select each and every un-categorised transaction to categorise wasting precious manhour.
It would be appreciable to bulk categorise such un-categorised transaction of the same…
1 vote -
ability to print a service tag label, example xxx123 that ties up to a service.
ability to print a service tag label, example xxx123 that ties up to a service job.
1 vote -
Customer status should trigger a Workflow
Actually this should go under Automation category, but since there is no such, I enter it here.
So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
Customer status is Active.1 vote -
1 vote
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