Zoho Invoice
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240 results found
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Credit note used
I created a credit note for a customer but it is for invoices created on another app prior to using Zoho, the previous app did not have a CN feature. Now the credit has been taken by the customer however there is no way to show it as having been used apart from voiding it.....?
Is there any way to show it as being applied outside Zoho for accounting purposes and remove it as an outstanding credit for the customer.
Thanks
Mark1 voteHi Mark,
Thank you for reaching out :)
For your requirement, you can very well record a refund for the credit note and that should suffice.
Yes! To tell the system that you’ve paid the money back, there are two ways:
1. Applying the credit note amount to an invoice
2. Recording a refund.Either way, the credit note amount would be subtracted from the client’s “Unused credits” amount. You can refer the below FAQ page of ours to know how to record a refund against a credit note.
https://www.zoho.com/invoice/help/credit-note/refund-credit.htmlHope this helps.
Regards,
Reshma. -
Would like for payments or credits to show up on invoices once applied. Clients do request a copy of a paid invoice.
Would like for payments or credits to show up on invoices once applied. Clients do request a copy of a paid invoice.
1 voteHi Ronda,
If payment is recorded for an invoice or if credits are applied, those details will definitely be shown on the invoice. In case it’s not showing up:
Please click on Settings > Templates > Invoices > Edit > Total and enable the “Show Payment Details” option.If you have further queries on this, you can write an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
I want "Quotation" in place of "Estimates"
I want "Quotation" in place of "Estimates"
1 voteHi Asheesh,
Hope you are doing great!
By customizing the templates, you can very well change the title from “Estimates” to “Quotation”. To know the exact steps, you can refer this FAQ page of ours:
https://www.zoho.com/invoice/kb/estimates/change-estimate-title.html
You can get back to us if you have further queries.
Regards,
Reshma. -
allowance of two taxes i.e CGST and SGST
As per rules of GST( India), the registered dealer is required to use CGST and SGST for intra state sales. However, it seems that it is not possible to select two taxes in one row. There should be allowance to use two taxes together instead of present condition or else it will make the invoice invalid.
1 voteHi Aditya,
We agree that for each item, there would be an SGST and also a CGST component. To include both the rates to an item, all you need to do is, create a tax group. To create a tax group, you can refer this link:
https://www.zoho.com/invoice/help/settings/taxes.html#adding-new-tax-groupIn the drop-down where you can associate tax rates to an item, you will also have the tax groups listed so that you can pick the desired one.
If you have any queries on this, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Download Invoice Receipts
It would be great to be able to download the receipts as a PDF to be able to forward them to our external Tax Advisers.
1 voteHi Thomas,
We are glad to let you know that it’s indeed possible to download the PDF of your payment receipts in Zoho Invoice.
To do this, navigate to the “Payments Received” section and click on a payment. On the top of it, you would have the “PDF” icon, which would download the file to your system.
Since you mentioned that you would forward it to your tax advisers, we would recommend you export the “Payments Received” report rather than the individual PDFs.
Under the Reports section >> “Payments Received” report, you can even set a date range and generate the report. After that, you can choose the “Export as” option on the top and download the report in the required format. This would save you a lot of time and would be easier for your tax advisers too.
Hope this helps.
Regards,
Reshma. -
Download Expense Receipts
Add possibility to download massively all receipts from a list of selected Expenses to be able to forward them to our External Accountant.
1 voteHi Thomas,
Thank you for reaching out to us :)
In Zoho Invoice, it’s completely possible to achieve your requirement.
1. Switch to the “Expenses” module;
2. Click on the “All expenses” filter on the top and set it to “With receipts”;
3. Now, select the required expenses using the checkbox to the left of each expense;
4. Click on the “Print” option on the top and then you can choose to save it as PDF instead of printing.If you have any queries on this, you can write an email to support[at]zohoinvoice[dot]com.
Regards,
Reshma. -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We’ve recently added two more templates to our template gallery – Spreadsheet and Spreadsheet Plus. We believe these two would help you meet the requirement of adding multiple items to the invoice and accommodating it into the first page (when compared to the other templates).
Please take a look at it and share your thoughts to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Invoice name should be as " Tax Invoice"
Some of our clients are demand invoice as " Tax Invoice "
1 voteHi Harshal,
Thank you for posting on our feedback forum.
We would like to let you know that it’s completely possible to rename the title of the invoice to “Tax Invoice”. And here are the steps:
- Navigate to Settings > Templates > Invoices;
- Hover the mouse pointer over the template you are using and click on Edit;
- Choose “Header” from the leftmost pane;
- Edit the ‘Document title’ field to Tax Invoice and hit Save.You can give this a try and let us know if you have any queries.
Cheers,
Reshma. -
"Merge contacts"
Merging two contacts is a feature available international edition. Please enable this in Indian edition also
1 vote -
Accountant login
Require a accountant Login for posting expenses where he cannot see any other data in Zoho Invoice. He should be able to just post expenses and view them.
1 voteHi Naresh,
Thank you for reaching out to us!
Your requirement is completely possible using Zoho Invoice and “custom roles” is what you are looking for.
All you need to do is:
1. Create a new role with the permissions you wish to give the user (accountant).
2. Invite the user and while doing so, you will have the option of assigning the newly created role to that user.You can refer this help document to know all about creating custom roles in Zoho Invoice.
https://www.zoho.com/invoice/help/settings/users.html#adding-custom-roles
Regards,
Reshma. -
Sort Customer list
Add the feature to sort Customers from Newest to Oldest.
1 voteHi Carlos,
Thank you for posting on our feedback forum.
If you switch to the “Contacts” module and click on the menu icon on the right (the one with 3 horizontal lines), you would have the option to sort the contacts by different criteria. Using “Created time”, you can sort them so that the list displays contacts from newest to oldest.
If you have any doubts on this, you can reach out to support[at]zohoinvoice[dot]com and our support team would be happy to help you!
Cheers,
Reshma. -
Item wise GST Tax coulmns to be added, & HCN Column
Item wise GST Tax coulmns to be added. Like CGST, SGST, IGST. and HCN Coulmn must be there
1 voteHi Krishna,
Thank you for posting on our feedback forum.
To display the item-level tax rates in the invoices:
- Click on Settings > Templates > Invoices > Edit > Item table;
- Enable the “Tax %” and “Tax amount” columns by ticking the check-box to the left of those columns;
- Save the changes.Similarly, by enabling the “HSN/SAC Label” field, those details can be displayed on the invoice.
If you have any doubts on this, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
pancard
add line to add PANCARD
1 voteHi there.
In the Indian edition of Zoho Invoice, if the ‘GST Treatment’ is chosen as “Unregistered business” or “Consumer” for a contact, the PAN number field would be displayed.
Also, this option to add PAN number to the contact is available in the invoice creation page and also where you record payment for an invoice.
If you have further questions, you can very well reach out to support[at]zohoinvoice[dot]com. Our team would love to help you with this!
Regards.
Reshma. -
please add round off option on final amount and also add option for Taxable Value including freight or packing forwarding
please add round off option on final amount and also add option for Taxable Value including freight or packing forwarding befor adding of taxes.
1 voteHi Ajit,
We are happy to let you know that the final total of your sales transactions can be rounded off to the nearest whole number. To automate this:
- Click on Settings > Preferences > General;
- Enable “Round off total to the nearest whole number for sales transactions.” and Save.Regarding your other requirement, we would like to gather more details and hence we request you to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Allow you to mark an invoice as sent when you create it without sending via zoho invoice.
Allow invoice to be marked as sent when creating an invoice. I generally send invoices directly to customers from my email address instead of through the portal.
1 voteHi there,
Thank you for posting on our feedback forum!
We would like to let you know that in Zoho Invoice, you do have the option to manually mark the invoice as sent (without actually emailing it to the client).
To do so, create and save the invoice as a draft. Then, click on “More” (on top of the invoice preview) > “Mark as sent”.
Hope this helps you meet your exact requirement.
Cheers,
Reshma. -
I want you to add the Total qty label like we have the Total Amount or just below the Qty label
Today we dont have any way which we will let us know the total qty of the invoice .
I would like you to add this label either like we have total amount or just below the qty label after the final row
1 voteHi there,
To display the total number of items in the invoice, please follow these steps:
- Click on Settings > Templates > Invoices > Edit > Total;
- Enable “Quantity” field;
- Hit Save.If your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you out.
Regards,
Reshma. -
statement of unpaid invoices
statement of unpaid invoices
1 voteHi there,
Thank you for posting on our feedback forum.
We would like to clarify that in Zoho Invoice, you can easily send out the list of unpaid invoices to your customers. You can either send it along the customer statement or while sending an email to them.
Here is a help document that explains the steps for this:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#sending-unpaid-invoicesIf you have any further questions, feel free to write to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Expense custom fields need more diversity!!!
I can only add one check box custom field and one drop down custom field. This is very limited. Why can't I add more custom fields to my expense so I can better personalise each expense...
1 voteHi there,
Thanks for your feedback.
We’ve increased the total number of custom fields you can create for your expenses (and some other modules as well).
After logging in to your Zoho Invoice account, if you choose Settings > Preferences > Expenses and select “Custom field usage” on the top, you can know the maximum number of fields you can create for each data type (like dropdown, checkbox, etc) and your current usage.
You can give this a spin and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Automatic Reminders for Invoices Due
Automatic reminders for overdue invoices emailed to clients from the system.
1 voteHi Raysa,
In Zoho Invoice, you can very well send out automatic payment reminders for your unpaid invoices. You just need to set up when the reminders have to be executed and the system will take care of the rest.
Kindly refer this help document to know more on this:
https://www.zoho.com/invoice/help/settings/reminders.html#automated-remindersIf you have any questions on this, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Customisable DashBoard
I would like to see my monthly sales and expenses on my dashboard as well
1 voteHi there,
The ‘Sales and expenses’ in the dashboard of Zoho Invoice can help you know your sales and expenses for a whole year (spread across 12 months).
Also, these figures are hard-wired to the reports and hence if you click on the sales amount of a particular month, you would be taken to the corresponding report so that you can monitor the health of your business better.
If you have any questions, you can write to support[at]zohoinvoice[dot]com
Regards,
Reshma
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