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
130 results found
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Overview Page View Projects see Unbilled amount
In the overview page, be able to see the amount on un invoiced projects for time entries and not only the un invoiced hours, it should be in your local currency using the exchange
25 votesDear customers,
In the ‘Overview’ page of each project in Zoho Invoice, the billed/unbilled amount will be displayed. It will be in the currency of the customer to whom the project is associated.
If you have any questions, feel free to get back to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Remember Payment Options Per Contact
When I invoice a customer, if I adjust the payment options, I would like for Zoho to remember that the next time I invoice them.
24 votesHello everyone,
We are glad to inform you that in Zoho Invoice, the payment options you set for a contact (while creating an invoice) will be remembered by the system the next time you create invoices for the same contact.
You can give it a spin and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Integrate with GoCardless payments
GoCardless as a method of online payment
24 votesHello everyone,
GoCardless integration is live now. Please give it a try and share your feedback with us.
https://www.zoho.com/subscriptions/blog/zoho-and-gocardless-your-partners-in-direct-debit.html
Happy invoicing!
Cheers,
Reshma. -
Approval workflow for Invoice
Option to mark an invoice as approved. And only the approved invoice can be sent to the customers.
18 votesHello everyone,
We are happy to let you know that we have introduced approval flow for transactions in Zoho Invoice.
Once the approval workflow is enabled, the invoices can be sent only after the invoices are approved.
You can take a look at this help document to know more on this:
https://www.zoho.com/invoice/help/transaction-approval/Regards,
Reshma. -
Add a set of tasks to a project timesheet
We would like to be able to create a set of tasks and apply them to a project, rather than having to type each task in every time we create a new project.
18 votes -
Integration with Zoho People
It would be a great to integrate Zoho Invoice with Zoho People! We would be able to use the timesheet & absence functionality in Zoho People and have a good overview of billable & non-billable time in our company. Data would be uploaded to Zoho invoice from where we can start our billing process.
17 votesHello everyone,
We are glad to inform that you can integrate your Zoho Invoice account with Zoho People. With this integration, you will be able to push all your time logs from Zoho People to Zoho Invoice and invoice your customers accordingly.
Kindly take a look at this help document to know how to set this up:
https://www.zoho.com/invoice/help/integrations/zohopeople-integration.htmlRegards,
Reshma -
default tax
Default tax when creating invoice from timesheet. Right now, I have to assign tax per invoice row.
15 votes -
Default settings for creating Invoices from Projects
Option to provide default settings for creating invoices from projects. Thus if we have a fixed format for creating invoices the hassle of providing settings every time will be resolved.
15 votesHello everyone,
In Zoho Invoice, if you set the “Invoice preferences” for a project and choose the fields to be displayed in the item name/description columns, it would be remembered for all the invoices for that project.
You can have this link for reference.
https://www.zoho.com/invoice/help/timesheet/more-with-timesheets.htmlRegards,
Reshma -
Allow duplicate items
I have some items that cannot be imported because they're duplicates. They are, in fact, duplicates with the same part number, but have more than one use and are different in description.
14 votesDear customers,
Zoho Invoice now allows you to have multiple items with the same name. To enable this, you can switch to Settings > Preferences > Items.
Once it’s enabled, SKU will be the unique identifier of each item. Hence, to allow duplicate item names, you have to mark the SKU field as active and mandatory.
Regards,
Reshma -
How much money will I receive in the future?
We hope there is a report function that can tell us the total amount for next month, from existing recurring.
I think this is quite easy, you just total the existing active recurring, so we will be able to know how much money we might collect in next month ( from 1st to the end of the month).
13 votesHi there,
Thanks for your patience :)
Your requirement can be met using the “Aging summary” and the “Aging details” reports under the “Reports” section.
In these reports, you can set your own aging intervals and run a report so that Zoho Invoice displays the amount you are yet to receive in those intervals you specified.
For instance, if I have set the interval as “4 intervals of 30 days”, the system would split your total receivables into 4 intervals:
1. Current (Invoices that are sent and not yet paid and also the due date has not crossed);
2. (1-30) days: Invoices that are overdue by 1-30 days and the corresponding revenue you are about to receive.
Similarly for (31-60 days) and (61-90 days).We would love to hear back from you on this!
Regards,
Reshma. -
It would be helpful if pictures and documents could be added to the client portal (under projects).
It would be helpful if pictures and documents could be added to the client portal (under projects).
12 votesHi,
You can easily add attachments to a project and have it displayed in the client portal too.
1. In the Timesheet tab, if you select a particular project, you would be able to view the “Attach” option on the right.
2. After adding an attachment, you can choose the “Enable” option right below the attachment name so that it would be visible to your client from within the portal.Happy invoicing!
Cheers,
Reshma. -
Sales report by Custom Fields
I use Custom Fields on my invoices to organise them by client type, sub-client (if my customer is an Agency, they are buying for a specific sub-client), etc.
It wold be great to have a report based on Custom Fields, at least the ones i use as a drop down data entry.
12 votesHi there,
Zoho Invoice allows you to show/hide custom fields in both ‘Sales by customer’ and ‘Sales by item’ reports. You can also set filters based on contextually relevant custom fields.
You can give it a spin and share your feedback with us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Show items sold per customer in reports over a certain period
Right now when generating sales reports by items it shows all items and can only drill down into individual items sold per customer.
It would be useful to see ALL items sold per customer over any given period, as this provides a snapshot of what customers are buying.
11 votesHi there,
In Zoho Invoice, once you generate the “Sales by item” report, you can now choose the “Customize report” option and use the advanced filters to find the items sold for a particular customer.
You can give this a try and if you have any questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Download PDF of multiple invoices
Now we have to download the pdf for each invoice. It should be nice to be able to download multiple invoices of multiple clients in onze click (as we can delete invoices)
11 votesHi there,
We are happy to let you know that you can download the PDFs of multiple invoices (up to 100) in one shot.
To do this, select the invoices using the checkbox to the left and choose the “PDF” option on the top.
In case you wish to download the invoice PDFs that belong to a particular client, you need to filter those invoices using the “Advance search” option (present on the top of your Zoho Invoice screen) and then follow the above steps.
If you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Scan barcodes
Scan barcodes to input product information while invoicing customer.
10 votesHello everyone,
Zoho Invoice supports barcode scanning in the web app, as well as the Android mobile app. You can refer this page to know all about this:
https://www.zoho.com/invoice/kb/items/bar-code-scanning.html
Cheers,
Reshma. -
MercadoPago as a payment gateway
Hello, My business is located in Argentina where it is extremely popular MercadoPago (www.mercadopago.com), an online payment service. It is also used in many countries of the Americas. I wish this service was integrated with zoho invoice for online receivables in our business.
10 votesDear customers,
The much-awaited Zoho Invoice – Mercado Pago integration is now live! You can switch to Settings > Online payments to set up the integration.
Here’s our help document to help you get started.
https://www.zoho.com/invoice/help/integrations/mercado-pago.html
You can try this integration and share your feedback.
Regards,
Reshma -
recurring purchase order number
My client has given me a "recurring purchase order number", to be used on every invoice that I give them.
Currently I must manually enter this same number for each invoice generated by my recurring invoice.
It would be nice to have an optional field for "Purchase Order Number" in the recurring invoice form, and have this applied to every invoice generated by it.
10 votesHello everyone,
We are glad to inform that you can now include the "Order number (P.O#) for recurring invoices too. It would be available at the page where you create a recurring invoice profile (just like it is for normal invoices).
Once entered, this information would be displayed in all the child invoices generated from that profile.
Happy invoicing !
Regards,
Reshma. -
Option to change the logo size
It would be nice to have an option in the templates to resize the logo uploaded.
10 votesHi there,
In Zoho Invoice, you can now resize the organization logo (under Settings > Templates > Invoices > Edit > Header).
You can give this a try and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
prices per quantity
Enable multi pricing for an item:
Exemple : between 1 and 10 pcs = 12€
between 11 and 49pcs = 6€
between 50 and 199pcs =1.87€
etc.....
it will be very usefull for all industrie company.
enable to load an excel table where we can resume the different header as a field.9 votesHi there,
In Zoho Invoice, you can now create price lists and define different tiers of pricing for the same item based on quantity.
This option is available if you choose a “Volume pricing” scheme while creating a price list.
You can try this out and if you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Add Expense Images to invoice
Attach the images of the receipts to the invoice the expense is billed to
9 votesHi,
We would like to inform that the expense receipts (added as attachments while creating the expense) can be associated to the invoices as well. To achieve this :
- Move to Settings > Preferences > Invoices ;
- Enable the option “Associate and display expense receipts in Invoice PDF” and save the preferences.Regards,
Reshma.
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