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
1140 results found
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I need the flexibility to have an inventory item that does not have a fixed price. This is a bid item
Blank Price Field that can be entered during quote or invoice building
5 votes -
Workflow limit
In Automation, currently the workflow limit for each module is 10. This can be increased.
5 votes -
Separate actual receivables from taxes (receivables to the tax authorities)
Would be good on the report for receivables due to have one with total amount due and another one net of taxes. This is because the total amount is not due to the company, only the one net of taxes is.
Thanks.5 votes -
Choose the items of a price list
When we create a price list for a client it would be useful to have the possibility to choose the items we want to show to him, instead now we are bound to show the whole price list with all the items.
Adding to this, when I send a list items I intend the client can choose from different items so it would be useful if we could not show the total because it can be confusing for the client.5 votes -
Contact person needs to be separate for invoicing, estimates and client portals
We deal with large companies and we contacts should not be able to see each other's invoices / estimates, etc. They should only see their own. They all belong to the same company, but they work in different departments.
You should also be able to address email templates to the contact person and not the organisation.
5 votes -
Project resource scheduling
Add scheduling features like project calendars, resource allocation, scheduling conflict resolution to the feature set.
5 votes -
Add the ability to sort estimate and invoice items
I would like to group items and then sort items within groups. Perhaps it's as simple as adding a sortable group field.
5 votes -
Delivery Calendar
It would be nice to be able to have a delivery calendar that integrates with a field in the invoice. That way, we know what invoices/delivery notes are scheduled for what day by looking at a calendar.
5 votes -
Allow Edit to Add Attention Content for individual invoices
Currently, the Add Attention Content in the invoice template area can only be edited in the Template area. The problem is that for particular customers with different contracts, there may be different contacts who need to be the Attention Contact for different invoices. There needs to be a way to edit the Add Attention Content on a per invoice basis.
5 votes -
Profit and loss by each project / customer
We need Profit and Loss report by each project / customer.
Not too complicated... Simply, "Sales - Expense by project or Customer" is good enough.5 votes -
Projected income
I would like to have reports with projected income for the next week, month, quarter, etc. based on invoice due dates.
5 votes -
Invoices for projects
Hi,
I've an IT consulting company. Sometimes the projects has a number of partials payments(example: invoice at the start of the project, invoice in the middle of the project, invoice when we deliver X funcionality and final invoice at the end of project). We don't have any place to input this partials payment and generate the invoices.
It's possible to create this funcionallity for a IT services companies?
5 votes -
Retainer invoices and Tax detucted
Some times i need to apply deducted taxes by the customer but he has a retainer invoice to apply to the balance of the invoice. At this time is not possible to make one transaction similar as the payment deducting taxes but using the amount in the retainer invoice
5 votes -
Please allow currency selection for all the features, like in custom field of 'payment received' preferences, etc.
Currently the option to select a currency other than base currency is very limited to few features like projects. The real value of this feature will be when we are allowed to select a currency everywhere throughout Zoho invoice.. I was trying to add a custom column in 'payment received preferences' to note the Paypal fee deducted from my USD payment, but the currency is by default the base currency INR without any option to change it. I experienced similar problem while trying other features also. It doesn't make sense.
Please allow us to freely change the currency for each…5 votes -
Allow for change to next invoice date or skip in invoice, or allow recurring invoice to be created early
For recurring invoices, I can create a manual invoice. This invoice was meant to create the recurring invoice early. The manually created invoice did not, however, increment the Next Invoice Date, which remained unchanged. After speaking with support, I found out that there is no way to change the Next Invoice Date ( I would like to increment it to the next month).
There needs to be some way to increment the Next Invoice Date for a recurring invoice, either by setting it to skip that month's invoice, or allow the admin to set the Next Invoice Date to the…
5 votes -
UNDER REPORTS , SALE BY HSN CODE AND SALE BY DATE IS VERY MUCH REQUIRED
SALE BY DATE AND SALE BY HSN CODE IS VERY MUCH REQUIRED TO MAKE GST RETURNS MANUALLY. THESE REPORTS MUST BE AVAILABLE UNDER REPORT SECTION
5 votes -
Edit Delivery Note Information before printing
I know that the feature exists for delivery notes, however, it is very limited in that you cannot enter information about the item you are selling. In fact, it is basically just a slightly summarized version of the invoice, which makes little sense. It would be great if for example, when you select 'Print Delivery Note', that you are given an option to edit the information so that things such as serial number information, etc. can be added and remain separate from the invoice. I hope you understand what I'm asking for. Thanks.
5 votes -
Terms & Conditions
It would be very helpful, that when a client enters the portal to ACCEPT an estimate, they can also check a box for TERMS and CONDITIONS that shows their acceptance - also - it would be nice to attach a file to that that pops up and show them the specific terms and conditions for acceptance. Exactly like you have on this page for submitting your ideas.
5 votes -
4 votes
Hi Luke,
In Zoho Invoice, apart from the pre-defined templates, we have something called “custom HTML templates”. These custom templates give you the freedom to build your own invoice template using HTML.
If you wish to know more about it, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
nota de credito
LA nota descuento en la nota de credito que uno pueda introducir el valor del descuento y que se afecte el numero de factura pero que en la factura a imprimi de la nota de credtio solo sea visible el valor del descuento y el impuesto ejm. si la factura es de 1000 mas 18 impuesto el total es 1,180.
cuando se aplique la nota de crédito es igual1,180 * 20% (comisión) 236
236*18% (impuesto) =42.48
total nota de crédito = 236+42.48 = 278.48este son los valores a reflejar en la factura de nota de credito
4 votesHi there,
Thank you for posting on our feedback forum.
We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same. We can also schedule a call if you prefer.
Looking forward to your response.
Regards,
Reshma.
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[Version en español:Gracias por publicar en nuestro foro de comentarios.
Nos gustaría entender mejor su requisito y por lo tanto, sería genial si usted podría dejar caer un correo electrónico para apoyar [zohoinvoice [punto] com explicando lo mismo. También podemos programar una llamada si lo prefiere.
Esperamos su respuesta.]
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