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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filter reminder notices by customer name and overdue period
How about some automation here? Let us set up rules for automatically sending reminders to a customer based on days overdue on an invoice?
Or at least adding the ability to filter overdue invoices by customer and send the reminder notice manually. Reminder is not an option in send.1 voteHi there,
In Zoho Invoice, you can set up automatic reminders under Settings > Reminders so that the system automatically notifies all your customers on X days before/after the due date. You can also turn this off for specific customers if you like.
To send reminders manually for overdue invoices, please navigate to ‘Invoices’ section, set the filter to ‘Overdue’ so that you can select the invoices and choose the ‘Remind’ option on the top. You can make use of the ‘Advance search’ to filter this result for a specific customer.
Kindly reach out to support[at]zohoinvoice[dot]com if you need any further assistance.
Regards,
Reshma -
Create a list of all invoices sent to one customer over a time period
Create a list of all invoices sent to one customer over a time period to see what you have earned from that one customer.
1 voteHi there,
You can check out the ‘Sales by customer’ and ‘Payments received’ reports where you can view the sales/revenue per customer.
If you have any questions on this, please reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
start timer retroactive
I would love it if I could start a timer with a past time. Sometimes I get started working on something and need to go back and have a timer start earlier than I'm actually starting the timer feature. For instance, I get contacted and need to start on something right away but then 15 minutes or more into doing the work, I have a second to go and start the timer. The timer won't let me put in a past time as the start time to count work.
1 voteHi there,
Thank you so much for sharing such a detailed feedback. I’m sure a lot of other business owners would be searching for the same.
Consider you’ve started working an hour and a half back and you wish to start the timer now. Here’s what you can do: Choose the ‘log time’ option > Enter “01:30” in the ‘Time spent’ field > Choose the ‘Start timer’ option at the bottom.
Usually, when you choose the ‘Start Timer’ option, it starts from 00:00:00. But, if you follow the above approach, the timer would begin from ‘01:30:00’.
You can give this a try and share your feedback with us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
massive payment
Hi, I wish to have how to apply massive payments to selected invoices.
1 voteHi there,
Kindly follow these steps to record a single payment to multiple invoices of your choice.
https://www.zoho.com/invoice/kb/payments/multi-payment.html
Regards,
Reshma -
Schedule invoice reminders to go out at a certain time so that reminders are somewhat automated
Schedule invoice reminders to go out at a certain time so that reminders are somewhat automated. I prefer to not look like I'm reminding my clients to pay their invoices and instead have it scheduled so that it seems automated. It changes client perception.
1 voteHi there,
We believe the ‘automated reminders’ feature in Zoho Invoice can help you with your exact requirement. Once you set it up, reminders will be sent X days before/after due date according to your preference.
Kindly take a look at this help document and give it a spin:
https://www.zoho.com/invoice/help/settings/reminders.html#automated-remindersYou can share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
1 vote
Hi there,
In Zoho Invoice, it’s possible to add images to your products and have them displayed on the estimate/invoice PDF. Kindly refer this link to know the exact steps:
https://www.zoho.com/invoice/kb/items/image-and-sku-to-items.htmlRegards,
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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. -
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 -
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 -
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
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