Zoho Invoice
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- 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
240 results found
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Apply the payment link by default on each invoice which is being sent to invoice
While creating the invoice how can we attach payment link by default.
1 voteHi there,
We presume you’d like to provide the payment link for an invoice while you email it to your customers. If that’s the case, you can simply edit the invoice notification email that goes out (Settings > Emails > Invoice notification > Show mail content), add a hyperlink to any word(s) and place this as the hyperlink URL: InvoiceURL
When you email an invoice, this placeholder will be replaced by that particular invoice’s payment link.
You can also directly place InvoiceURL in the email body if you prefer to show the link upfront.
If you have any other questions, feel free to reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
ABILITY TO MERGE TWO CUSTOMERS
IF CLIENT IS ENTERED IN TWICE.
THE ABILITY TO MERGE THE TWO.1 voteHi there,
Thanks for posting on our feedback forum.
Zoho Invoice allows you to merge customers easily. You can follow the steps highlighted here:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#merging-contacts
If you have any other questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
There should be option available to choose which bank details want to show in the particular invoice
IF i want to send axis bank's details to some clients and want to send HDFC bank's details to some clients then there should be option available to choose any one bank accounts details from 2-3 bank account's details,
1 voteHi there,
Thanks for posting your requirements clearly. To fulfil this, you can create 2 or 3 different invoice templates, each with different bank details. To identify them, you can add the bank name to the template’s name (ex: “Axis bank invoice template”).
After that, while creating the invoice, you can simply pick the right template and send it off. In case you’d like to permanently associate a template for a customer, you can do that too. Kindly refer the help guide below:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#associating-templates
In case you have any further questions, you can reach out to us at support[at]zohoinvoice[dot]com
Regards.
Reshma -
download Estimates in excel
Although 90% of the time download estimates as a PDF are great our customers often ask for our estimates in Excel so they can import them into their systems this would be very useful
3 votesHi there,
Thanks for bringing up your requirement. There are 2 ways to achieve this:
1. You can export the estimates in CSV/XLS formats and filter the estimates of a particular customer from the exported file.
2. You can create a custom view so that only the estimates that belong to that customer are listed. After that, you can choose the “Export current view” option to export that list alone as a CSV/XLS file.
If you need help setting this up, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Hi, customers are asking us to merge our invoice with a timesheet. They want to receive 1 document.
Hi,
Customers are asking us to merge our invoice with a timesheet. They want to receive 1 document. instead of an invoice and seperate documents as an attachment.
3 votesHi Sven,
Zoho Invoice allows you to send a single invoice for your regular products/services as well as time entries. So, we’d like to know your requirement better and suggest the best option.
Please reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Bulk Payment Recording
Could you please implement the option to record payments in bulk? We often have customers pay a monthly statement comprised of a number of individual invoices, meaning that I have to record each separate invoice as paid manually rather than all in one go.
Surely you could add an option to the invoices tab, kind of how you can print or export a number of invoices all in one go? You could just add a "Record Payments" option from the drop down "More" box for all the invoices you have selected, it would save people a lot of time!
4 votesHi there,
Thanks for posting on our feedback forum.
Zoho Invoice allows you to record a single bulk payment for multiple invoices of a customer.
To try this, please click on the “+” next to “Payments Received” section and select the customer. Now, all unpaid invoices of that customer would be displayed. You can record a full or partial payment and decide how to split the payment among those invoices. Once this is done, all corresponding invoices will be marked as Paid.
You can try this and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
adjust the decimals in QTY
Quantity has 2 decimals in it. If there is an option to increase or decrease the decimals in quantity as not everyone needs the decimals in it and that extra space of decimals can be used for description of the Item.
Thank you
1 voteHi Firozkhan,
Thanks for posting on our feedback forum.
In Zoho Invoice, you can increase/decrease the number of decimal places for the ‘item quantity’. This option is under Settings > Preferences > Items.
Also, if you wish to have more space for the item description, you can adjust the width of each column in the item table. To do this, please switch to Settings > Templates > Invoices > Edit > Item table.
If you have any other questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Online payment platform iDeal (NL - Dutch)
For our clients to pay faster, we have 1 big payment platform in the Netherlands called iDeal. To speed up payment we would like to be able to provide this payment option to our clients via our invoice emails
3 votesHi Martijn,
Thanks for posting on our feedback forum.
Zoho Invoice is integrated with Stripe to help you collect payments using ‘iDEAL’ payment mode. While setting up the Stripe integration, you can choose to enable/disable this mode. To get started, you can refer to our help guide:
https://www.zoho.com/invoice/help/integrations/stripe.html
You can give this a spin and send your feedback to support[at]zohoinvoice[dot]com
Cheers,
Reshma -
recurring invoice with event date that changes to same day each week
Auto recurring invoice date field that can be used as an activity date to identify the date the service was provided - so for example i have a booking from a hotel each week to provide a service to and it is always on Thursday from 6-8pm.
When i set the recurring invoice to automatically generate and send an invoice it would be great if I could have the event date field update to the same day each week but dated correctly.
Im sure it can be done in work flows but maybe a video showing how to do it…3 votesHi Danny,
Thank you so much for posting on our feedback forum.
I would like to confirm that in Zoho Invoice, you can easily display the date range for which the service is offered (in the ‘item description’ field of the recurring invoice). You can refer this link to know how to set it up:
https://www.zoho.com/invoice/kb/invoices/add-date-recurring-invoice.htmlIf you have any further questions on this, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Display the remaining outstanding amount of an Invoice
In 'Invoices > All Invoices' list (where PAID is displayed in green and Overdue no. of days is displayed in red) if payments have been made, but there is still an outstanding amount, simply calculate and display the outstanding amount.
1 voteHi there,
Thanks for posting on our feedback forum.
In Zoho Invoice, it’s possible to display the balance due of each invoice in the ‘All invoices’ list. To give this a shot, please move to the ‘All invoices’ list and choose the ‘Customize columns’ option. I’ve attached a file to show you its position. Using that, you can include the ‘Balance due’ column.
If you have any further questions, you can contact us directly at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Should show you how change a customer's email address
if you take down an email address and then the customer decides to change it then you need to be able delete and put in new email address
3 votesHi Jagdish,
In Zoho Invoice, you can easily edit a customer’s profile and update his/her email address. Kindly refer to the screenshot I’ve attached.
If you need any assistance on this, feel free to get back to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Label width
Hi,
Would like to adjust the label width without having the number and quantity move a line.
Regardless of the width I put in I will always have the quantity field look like this:
10
Day(s)Instead of:
10 Day(s)
Is this something I can fix or would it be possible to have an update on this? Small annoyance I can live with but it would make the invoices look a bit better.
Thanks in advance!!
1 voteHi there,
While creating or editing each item, you will have the ‘Unit’ field. The unit entered here will usually be displayed just below the item quantity like you wanted.
Can you enter ‘Day(s)’ as the item unit and see if that helps? If not, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Mailing para os clientes
Mailing para os clientes. Precisamos de informar os clientes de alguma alteração ou apenas desejar boas Festas
1 voteOlá,
Agradecemos seu contato.
Se você deseja que uma mensagem comum seja exibida para todos os clientes, você pode usar a ‘mensagem de faixa’ dentro do portal do cliente. Você pode configurar isso em Configurações> Preferências> Portal.
Além disso, se você deseja criar uma lista de endereçamento para poder enviar e-mails em massa no futuro, verifique a integração entre a Zoho Invoice e as Zoho Campaigns.
https://help.zoho.com/portal/en/kb/articles/import-contacts-from-zoho-invoice
Saudações,
Reshma -
Allow foreign currency payments
We have an international e-commerce site. And yet we are unable to bill and receive payments in foreign currency.
This needs to be allowed.1 voteHi there,
While creating or editing a customer’s profile in Zoho Invoice, you will have the option to set a currency for that customer. Irrespective of your organization’s base currency, your customer will be billed only in the currency you set here.
Exchange rates will be automatically applied when you bill a customer who belongs to a foreign currency.
However, please note that once you start creating transactions for a customer, it’s not possible to change his/her currency.
If you have any further questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Show total amount of tax according to tax percentage for all invoices
I request you to show total tax amount according to tax percentage calculated in invoice. Not mandatory to show it in invoice copy or in printing but as a view below invoice for reconciliation or tax amount overview purpose.
1 voteDear customer,
Thanks for posting on our feedback forum.
In Zoho Invoice, the tax amount will be automatically calculated based on the tax percentage and it can be shown/hidden in the invoice PDF. If this is not exactly what you are looking for, we request you to drop an email to support[at]zohoinvoice[dot]com so that we can help you quickly.
Cheers,
Reshma -
Total amount after global discount
the total amount after global discount is not indicated on the models
1 voteHi Raphael,
Thanks for posting on our feedback forum.
If you had enabled the ‘Total’ section in the templates, the final total (after discount and other charges) should be displayed properly.
In case you still face the problem, please drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
1 vote
Hi there,
In Zoho Invoice, you can associate an e-way bill number to an invoice. However, if you are looking for generating e-way bills, you can do that with Zoho Books. Here is a help link for your reference.
https://www.zoho.com/in/books/help/e-way-bill/If you have any further questions on this, feel free to get back to support[at]zohoinvoice[dot]com
Regards,
Reshma -
write off report
can we please have a report for write offs for the use of accounting please
1 voteHi there,
Thanks for posting on our feedback forum.
We would like to inform that Zoho Invoice offers a specific report called “Bad debts”, where you can track the details of the written-off invoices.
Kindly navigate to Reports > generate the ‘Bad debts’ report. You can share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
estimate
the possibility to have the amount (pcs) of an item, the unit cost with the discount and the total. I don't want the customer can see the discount I applied.
Regards1 voteHi there,
Thank you for posting on our feedback forum.
We believe your requirement is to hide the details of the discount and display only the final amount of the item along with the quantity. If so, you can switch to Settings > Templates > Estimates > Edit > Item table and disable (hide) the columns you don’t want on the PDF.
If you have any further questions, feel free to drop an email to us directly at support[at]zohoinvoice[dot]com
Regards,
Reshma -
How about linking invoice with inventory maybe have another price plan
How about linking invoice with inventory maybe have another price plan
1 voteHi there,
We would like to let you know that Zoho Invoice does have an integration with Zoho Inventory. Also, you can check out Zoho Books, which offers both invoicing and basic inventory functionalities.
If you have questions on which application would align well for your specific business, please drop an email to support[at]zohoinvoice[dot]com and we’ll get in touch with you.
Cheers,
Reshma
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