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
130 results found
-
add ability to pay ACH payment with stripe payments
we are using stripe payment with Zoho but when we send the invoice with the link to pay we also want to offer the customer option to pay with ACH using stipe as well.
4 votesHi there,
We’re happy to inform that Zoho Invoice supports ACH payments via Stripe.
You can give it a try and share your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Customize columns - Show Custom fields
When showing All Invoices list, it would be great if I could show columns with the special "Field Customizations" fields i have done in my invoices preferences .. settings/preferences/invoices/customfields
4 votesHi there,
Zoho Invoice allows you to display the invoice custom fields in the “All invoices” list (or any view, for that matter).
All you have to do is, choose the ‘Customize columns’ option in the top left of the list and select the custom field you’ve created. I’ve attached a screenshot to show you how to do this.
If you have any further questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Invoice Amount In Words with Currency Symbol
Currently the templates for invoices, only prefix the currency symbols with the amount in words for USD and base currency (INR in my case).
It would be helpful to add for currencies like GBP and EUR to the amount in words.
1 vote -
Sales report per salesman on ipad
we get sales report per salesman on my android phone and internet, but not on ipad.
1 voteHi Tony,
Thanks for posting on our feedback forum.
We’re happy to inform that the “Sales by salesperson” report has been made available in the iPhone and iPad apps of Zoho Invoice too. You can check them out and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Create a paylink
Be able to create a pay link that the customer can send money and it goes to their account. We do many raffles for non-profit and instead of sending hundreds of invoices for this they could just use the link.
1 voteHi there,
Thank you for posting on our feedback forum.
A couple months back, we rolled out ‘payment links’
in Zoho Invoice that can address your requirement. You can send out a link (without having to raise an invoice) using which they can make the payment. Kindly refer to our help guide here:https://www.zoho.com/invoice/help/payment-links/
That said, since you mentioned that you’re a non-profit and you’re looking to manage donations, we believe Zoho Checkout would be even more suitable for your needs.
Feel free to reach out to support[at]zohocheckout[dot]com so that we can understand your requirements better and discuss further.
Regards,
Reshma -
Export Specific Contact Type
If I am viewing just overdue contacts, I would like to be able to export just that specific list. Same goes for the other categories such as inactive, unpaid, etc. I don't want to export the entire contact list when I am just looking for a few specific contacts. It should be an option to export just the list you are currently viewing.
3 votesHi there,
Zoho Invoice now allows you to export a specific set of contacts. If you like to export only the ‘overdue customers’, you can set the filter to ‘Overdue customers’ and choose the menu icon on the right > Export current view.
If you need any further assistance, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Workflow Trigger for Logging Time
Please add a Workflow trigger when a new Time Entry (Log Time) is created. I need it to send a notification to my client when we have completed a task.
2 votesHi there,
We are happy to inform that you can now set up workflow rules for timesheet entries in Zoho Invoice. You can even set up conditions on when exactly the workflow should be triggered.
If you have any questions, feel free to write to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Diffrences in expanses and billing
If I buy an item for a project I need to add the expense to the project. But usually I add 10% over the expense before I bill it. It should be possible to add an expanse with an option with percentages to add before billing the project.
3 votesHi there,
Thank you for posting on our feedback forum.
We’re happy to inform that Zoho Invoice now allows you to mark up expenses by a percentage easily so that you don’t have to worry about marking up its price during invoicing.
To try this, log in to your Zoho Invoice account and select Settings > Preferences > General, where you’ll have an option to enter a default markup %.
Once you save this and try creating a billable expense, the default markup % will be auto-populated. But, you also have the option to change this markup rate for individual expenses if you like.
Feel free to share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
add item(s) to invoice
When you look up items or are in the items list, a check box or a way to add an item or multiple items to an invoice.
1 voteHi there,
In Zoho Invoice, you can now select multiple items while creating invoices. You can do this using the “Add items in bulk” option just below the item table.
You can try this and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Client Portal Password Criteria listed up front
It would be very helpful if the criteria for the client portal password (capital letter, no dictionary words, special characters, etc.) was listed on the page when they are setting their password. Right now, it only tell them when they didn't do it correctly instead of telling them ahead of time so they can do it correctly from the beginning.
7 votes -
Allow 30,000 Characters for Automated Reminders
For some reason, the Automated Reminder emails are limited to 10,000 characters, but the Manual Email reminders and all of the other email templates allow 30,000 characters. When using HTML, it's very easy to hit the 10K limit and why should the Automated Reminders have fewer characters than the manual reminder?
3 votes -
export new customer
It would be great to be able to see/export the news clients per date.
Not all the contacts, but those who have an invoice for the first time.
To have the number of new clients per month..
Thanks!3 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, when you select the “Export customers” option, you can choose if you wish to export all the customers or just the ones created/modified over a specific date range.
This can help you filter the new customers. If you have any other questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
THE CANCEL BUTTON!!
PLEASE MOVE THE CANCEL BUTTON AWAY FROM THE SAVE AND SEND!!!!! catching this by accident after typing is sooo annoying, having to type out again......maybe move it to the right hand side and colour it slightly red?!? thankyou...
1 voteHi there,
Thank you for taking the time to raise these concerns.
We completely agree that it would be very much helpful (and time-saving) if you are asked for a confirmation (whether you wish to really navigate from the page) when you hit the ‘Cancel’ button in the invoice creation page.
You can try this once and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Insert line items in between existing items
When I enter line items in the invoice, I try to do it chronologically. Sometimes a forgotten item needs to be added between two items. Can we have a feature where we can add items between two existing items?
For example, if I have billed for 3rd Sept and then 5th Sept, but forgot to add another item for 4th Sept, currently I have to delete 5th Sept, then add 4th Sept and then add 5th Sept again.I know I can change the line details and dates, but would be better to insert an item between two existing ones.
1 voteHi there,
Zoho Invoice allows you to reorder the items in a transaction with a simple drag and drop action.
If you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
Cheers,
Reshma -
Add option "Allow editing of Invoiced Estimates?" in Settings for estimates.
Add option "Allow editing of Invoiced Estimates?" in Settings for estimates.
Some business would like to prevent salesmen to edit estimates after it has been invoiced.
Similar to the option "Allow editing of Sent Invoice?" for invoices, we should have an option "Allow editing of Invoiced Estimates?" for estimates.3 votesHi all,
We now have the option to enable/disable editing of Invoiced Estimates.
When the preference is disabled, we do not allow the users to edit the estimate.
If the permission to change Estimate Preference is not enabled, we ask user to contact Administrator to enable this.
Please go to Settings→ Preferences→ Estimates. You will find this option here.
Hope this helps.
Regards,
Zoho Cares -
The ability to create a custom field within a contact with a piece of data that will remain constant and show this field in all invoices
Most of our customers allocate us a 'Vendor Code' and I am trying to find a way to associate this with the contact so that whenever an invoice is created for a customer, our Vendor code (as we appear in their system) is displayed in the details box (i.e. Invoice number, date, terms, Po, Vendor code)
The only work around I can currently find for this is to add as a customer field in the address section - not ideal and easily missed
3 votesHi there,
Zoho Invoice allows you to create custom fields for customers with the preferred data type.
For example, if you create a custom field called “Vendor code”, you’ll have the option to associate a vendor code for each of your customers.
To display them in all the PDFs, you can simply choose to display the custom field in the customer address format (in Settings > Preferences > Customers).
If you have any questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Redirect Client Back to Portal
Currently when a client makes a payment, they get directed to a page that just has a Payment Successful message. But there's no way to get back to their portal from there. Could that redirect instead go back to the portal with the Success message within the portal "wrapper"? Or at the very least could there be a link at the bottom of the success notice that says something like "Return to Your Portal"?
1 voteHi there,
Thanks for the great suggestion.
We’ve updated this in our app a while back but somehow this post was missed. Sorry!
In the client portal, after a successful payment, a success message will appear along with the payment transaction ID, and in the background, the transaction for which the payment was made will appear. This way, your clients can note down the transaction ID and then immediately notice that the invoice status has been updated to paid (or) partially paid.
If you have any other suggestions, feel free to share it with our team at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Create invoce from selected time log entries only
When billing a customer I might want to skip some specific log entries for this invoice. In the timesheet of a project, I want to select some of the log entries and bill them separately.
1 voteHi there,
We are happy to let you know that in Zoho Invoice, you can now select specific time entries of a project and create invoice for those entries alone (by selecting them using the checkbox and choosing ‘Create invoice’).
Also, we have extended this such that you can select multiple time entries that belong to various projects of the same client and create an invoice.
You can try this out and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Sent Invoice and Payment receive ONLY to some invoices, not to all of them
I need to configure at recurrent invoice level, to create invoice, send and send a receipt. When I update this choice in a recurring invoice it updates the general setting for ALL recurring invoices.
I need this functionality since I have some customers with automatic credit card payments (with an outside company), so I want those customers only to receive the receipt as soon as the invoice is created.
Thanks a bunch !
1 voteHi there,
Zoho Invoice now allows you to configure different preferences for each recurring invoice profiles.
This means, you can have a global preference that’s applicable to all recurring invoice profiles but also change it for specific recurring invoice profiles if needed.
You can give this a try and share your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Paytm Payment Gateway intregation
Paytm is India's no.1 digital wallet company.So,I would like to request you to bring a feature to integrate Paytm wallet as a payment options.
4 votesDear customers,
We are happy to inform that Zoho Invoice is now integrated with Paytm to help you collect online payments from your customers. The integration has been launched some time back and we are sorry to have missed to update this space.
Kindly go through this help document to know how to collect payments using the Zoho Invoice – Paytm integration:
https://www.zoho.com/in/invoice/help/integrations/paytm.html
If you have any feedback, feel free to drop an email to support@zohoinvoice.com
Regards,
Reshma
- Don't see your idea?