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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NOTIFICATION OF ADDING PAYMENT AND BILL ON REGISTERED MOBILE NUMBER
NOTIFICATION OF THE BILL AND PAYMENT WHICH IS ENTERED BY EMPLOYEE ON THE REGISTERD MOBILE NUMBER...HELPPP
3 votes -
create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?
create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?
1 vote -
need change
we are new to Zoho. We have a typical issue. we support SEZ zone company. we are supposed to raise the estimate without adding tax to them to get a purchase order. the company internally avoids passing tax components to them and we invoice the same with tax while submitting the final invoice during delivery. we need a solution immediately to use the product. where if we do zero percent we get line item gst as 0%, it misinterprets the case. kindly provide an alternative solution.
2 votes -
initiate gocardless payment on Due date
On invoice 'Due Date', automatically initiate 'charge customer' (I use GoCardless, so via that service would be my preference but) which is currently adding an extra step to all my invoicing. I can'r use recurring billing because the amounts change every invoice (6 per customer, per year)
3 votes -
TOTAL GST AMOUNT IN WORDS
Kindly add total gst amt in words same as total amount in words.
2 votes -
Notification in Mobile Application for Pending approvals
There should be a separate tab/Dashboard for all the pendency (approvals/actionable) from a particular user in Web as well as Mobile application. This will help an individual to quickly scan through all actionable and initiate action rather than going to each module and see what is pending.
1 vote -
Integrate with Zelle payment gateway
Zoho Invoice should have an option to integrate with Zelle payment gateway
21 votes -
Series de Facturas
Poder ter varias series de Facturas e escolher por cada cliente a serie a usar. em cada serie podia usar um layout e logo diferente. Por exemplo o meu negocio vende coisas diferentes posso usar uma marca do que vendo numa serie de faturas e outro logo e imagem noutra serie de faturas
12 votes -
auto invoicing
Hi being an Real Estate account i observe there is need of auto invoicing to clients based on COnstruction schedule.
Suppose if we create a construction scheduele form in the books and whenever we add a entry of schedule completion on the date invoice of all customers will be prepared who linked to the Project.
Can we do this ,as by doing this we solve a major issue in cunstruction industry of auto invoicing as payment schedule of customers are fixed and every time only the construction schedule would be updated .1 vote -
Report for Sales by State by Customer
It would be extremely helpful if I could generate a Report of Sales by State using the Shipping address. With all the Sales Tax Changes at the state level I need to know my Sales in each state.
1 vote -
Create Retainer Invoice From Estimate: Mark As Invoiced
When manually creating a Retainer Invoice from an Estimate it does not change the "status" from Accepted to Invoiced. This is rather inconvenient as even though a Retainer Invoice has been created, it does not show as Invoiced.
3 votes -
Feature to categorise items
Now all items are listed together. It is very hard to manage. If the items could be categorised (like labels in Gmail) and if it could be selectively displayed (like collapsable rows) it will be better if a firm provides services/goods which could be categorised.
3 votes -
Generate Invoice PRIOR to Collecting Recurring Payment
Generate/Send Invoice 10 days PRIOR TO the due date so that clients do not receive an invoice and a payment receipt in the same 30 seconds.
This is done for every auto-pay bill I have in my personal life, I receive the invoice days before my card is swiped...
We are having to manually charge our customers cards to allow them to actually review and process their invoices.
9 votes -
dark mode
Dark mode
6 votes -
Ability to Edit Invoice Emails in the Mobile App
Right now though you can send invoices by email from the iOS app, you cannot edit the content of the email. I’d like to be able to edit the email content when sending it (just like you can on the website), because with the new Catalyst app I’m using the “mobile” app on my Mac more than the website, and that is the one thing that I’m having to still go to the website to take care of.
1 vote -
Use different currency for estimate and invoice
Hi everybody! I understand we can't use multiple currency for 1 client at the moment, so I tried cloning the client but with RON instead of EUR, as it was initially, because we issue estimates in EUR but must invoice RON. But I still can't invoice that estimate to the cloned client. I thought it would automatically apply the exchange rate but it doesn't, it doesn't even see the estimate to be invoiced, it's as if I had 2 different clients, I can't do anything! HELP, PLEASE!
1 vote -
Condense Taxes into 1 Row
It would be great when using a Tax Group if the row at the bottom would just say "Taxes [10%]" and not list all the taxes out with their percentages. If we could have the option to do just 1 row and put all taxes on that but then break it down for OUR reports only.
3 votes -
Second Page of invoice has no Header information or indication of belonging
When printing a copy of an Invoice which has a second page , I've noticed the second page has no header or reference of any kind, just a page wtih left over info from first page override .
2 votesHi there,
Thank you so much for posting on our feedback forum.
We would like to propose a workaround for your requirement: You can disable the organization logo and address in the template settings and add those details in the ‘Header’ section of the template so that it’s displayed on all pages of the invoice PDF.
If you need any assistance on this, feel free to reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Text formatting (like bold, underline, colour etc) in Description field under each item
Allow text formatting in Description field on Estimates & Invoices. Full rich text formatting should be availabe like font bold, underline or insert tables within description, select text colour etc
6 votes -
attach statement
Attach Statement to Invoice - Please set the date range to include all transactions so it will always start with a zero balance. Currently it defaults to Jan 1, 2019.
1 vote
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