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
240 results found
-
Partial search for adding items
When creating an estimate or invoice (or any other kind of document listing items) the drop down list for "Type or click to select an item." should be giving suggestions based on a partial search in the item name.
For example if you want to add the item "Very Awesome Item" it should be suggested not only when typing "Ver..." but also when typing "Awesome".
This would greatly boost the speed for creating estimates and invoices!
12 votesHi,
There is a functionality which has to be enabled from our end, which lets you search for an item by using any part of its name.
Kindly send an email to support[at]zohoinvoice[dot]com with your registered email address and organization ID, stating that you wish to have this functionality.
Once we receive your email, we’ll do the needful :)
P.S : You can look out for “Very Awesome Item” even by typing “some” ;)
Cheers,
Reshma. -
Automation of discount or Early payment discounts.
Need an option to offer discount if the customer pays early.
12 votesHi there,
In Zoho Invoice, you can set up a custom function and execute it using a workflow rule so that when the invoice is paid within the due date, the specified discount will be applied and if the invoice crosses the due date, the discount will be removed.
You can refer “Scenario 3” in the below link to know the exact script you can use to create the custom function.
https://www.zoho.com/invoice/help/settings/automation.html#custom-functionsIf you have any questions on this, feel free to reach out to support[at]zohoinvoice[dot]com
Cheers,
Reshma. -
Email alerts on new comments
Make collaboration easier internally by enabling email alerts and notifications on new comments for estimates and invoices.
11 votesHi there,
To make internal collaboration easier, we have introduced:
1. Zoho Invoice – Zoho Cliq integration
(https://www.zoho.com/invoice/help/integrations/cliq-integration.html)
2. Zoho Invoice – Slack integration
(https://www.zoho.com/invoice/help/integrations/invoice-slack-help.html)Using both these integrations, you can keep your team posted whenever a client adds a comment to the estimates/invoices.
Kindly try this out and let us know your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Automatic calculation of expiration date for an Estimate(quote)
To define estimate expiry date in this way:
Expiry date = Today() + 30 days11 votesHello,
With the help of workflow automation, you can set the expiry date of an estimate automatically to assign the value of “Today (Estimate date) + 30”.
First, a ‘field update’ needs to be created.
- Move to Settings > Automation > Field Updates > +New field update;
- Name: Give a suitable name ; Module: Estimates;
- Update: “Expiry date”.
After this choose the “Set relative date” option;
- Set the relative date to be “30 days after Execution date”Now, a workflow has to be created to trigger this field update.
- Head on to Settings > Automation > Workflow rule > +New Workflow rule;
1. Name your workflow
- Name: Give a suitable name; Module: Estimates.2. Choose when to Trigger
Workflow type: Event-based
When an estimate is: Created3. Filter the triggers
You can leave this blank since we need to get this triggered for all… -
Date format
The date format is Day / Month / Year. However in America we used Month / Day / Year. There is no way to customize or overwrite this, so I have to export a PDF and manually edit it every time. Very frustrating.
10 votesHello,
You can easily customize your date format in the “Organization Profile” preferences page.
Just go through this help document to have a better insight on this :
https://www.zoho.com/invoice/kb/general/change-date-format.htmlCheers,
Reshma. -
Send email to all clients
It was very interesting to be able to send an email to all clients
For example, I wish Merry Christmas
Informative emails for example of closing for holidays etc10 votesHi there,
We are happy to let you know that Zoho Invoice and Zoho Campaigns can be integrated to achieve this requirement.
Using the integration, the contacts from your Zoho Invoice organization can be pushed to Zoho Campaigns so that you can send out emails in bulk using Campaigns.
You can refer this link to know more about this integration:
https://www.zoho.com/campaigns/newhelp/subscribers/import-subscribers-from-zoho-invoice.htmlif you have any questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Credit limits for Contact
Option to specify the credit limits for a contact.
When posting an estimate or invoice a warning should appear if this would take the contact over their credit limit.
10 votesHi everyone,
While it is not directly possible to initiate a warning based on credit limit, we do have a workaround for this -
First, you would have to create a credit note for a client for the total amount received. Later on, you would be applying these credits to the invoices you create for him/her.
Now, set up a workflow and set the action as email alert. The criteria for this workflow would be “If the credit amount for a customer goes beyond a set limit, send me an email alert”.
You can try setting this up and in case you require our assistance, reach out to us at support[at]zohoinvoice[dot]com and we would be happy to walk you through.
Regards,
Reshma. -
Estimate BALANCE - multiple invoices per estimate
Estimate BALANCE - multiple invoices per estimate. We need to be able to generate multiple invoices for 1 estimate. For example, an estimate for USD 1000 is accepted, then we need to generate 4 invoices of USD 250 and to see how much money is pending to be invoice.
9 votesHi there,
We would like to let you know that in Zoho Invoice, you can convert a single estimate into multiple invoices. After you choose the ‘Convert to invoice’ option, you can change the invoice amount and send it to the customer and follow the same steps the subsequent times too.
If you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Better placement of ship-to address in templates
On all but one of your templates, adding a ship-to address places it below the bill-to address, which is poor use of space and would often add an unnecessary extra page to invoices. On the template 'Minimal' the ship-to address is shown side by side with the bill-to address, which looks much more professional - it would greatly improve your other templates if they did the same.
9 votesHi there,
In Zoho Invoice, we do have templates (Eg: Spreadsheet, Spreadsheet Plus etc.,) that display the billing and shipping addresses of the contact side-by-side on the invoice PDF.
Please click on Settings > Templates > Invoices > +New to try these templates.
If you have any questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Invoice Date Sorting
When sorting invoices by date, if there are multiple invoices created on the same date it should be sorted by date and time they were created.
Currently it seems random and does not take time into account, which is very annoying. This leaves me with mixed bag results in no particular order if I issued many invoices in one day (all invoice from that day are randomly mixed together). They should always be sorted in full chronological order.
This seems like more of a bug fix rather than a feature request.
8 votesHi there,
We would like to clarify that if you set the ‘sort order’ to be based on ‘Created time’, the invoices created on the same date would be arranged based on the time they’re created.
If you face any problems in this, please reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
We require a further label in Estimates with the Nett Unit Price after Discount is applied
All our client receive quotations with the Nett Unit Price, after discount per line item.
This means in some cases we can hide the List Price of the product should we not want to show the client.
7 votesHi there,
If you apply item-level discount to a product, the “Amount” column will usually show up the Nett Unit price (Item Rate – Discount). For instance, if the rate of an item is $100 and a 10% discount is applied. the “Amount” column will show $90, meeting your requirement.
Moreover, if you wish to hide the “Rate” column in the estimate PDFs:
-Move to Settings > Templates > Estimates;
-Hover to the template you are using and click on “Edit”;
-Choose the “Item Table” section and hide the “Rate” column using the check-box to the left of it;
- Save the preferences.If you have any further queries, you can write back to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Overdue payment reminder emails to all unpaid invoices at one click.
Able to send payment reminder (Custom template) to multiple customers in one click. which should include the invoice as pdf as well. Also another feature to calculate interest on overdue on/from set date on set interest rate per day or per month basis.
7 votesHi everyone,
We are glad to let you know that both these functionalities are possible in Zoho Invoice.
1. Reminding multiple customers about overdue invoices:
- In the “Invoices” section, set the filter to “Overdue”.
- From the list of overdue invoices displayed, select the ones which you want to remind amount (using the checkbox to the left of each invoice). After selecting, you would have the “Remind” button on the top.Note: The payment reminder will have the invoice PDF as an attachment.
2. Calculating interest (late fee):
This is possible using custom function automation. Please take a look at this link (Scenario 2)
https://www.zoho.com/invoice/help/settings/automation/automation-scenarios.html#custom-functionsIf you have any questions, feel free to write to support[at]zohoinvoice[dot]com. Our team would love to help you out!
Cheers,
Reshma. -
Display products on invoice
Display images of products or product images while sending invoices to clients
7 votesGreetings from Zoho Invoice team!
Hope you are doing great!
I got some good news for you!
Now, you can add the item image and that will get displayed on the invoice or Estimate. Kindly refer the below link to know more about adding the image for item,
https://www.zoho.com/invoice/kb/items/image-and-sku-to-items.html
Hope this helps.
If you have any questions or need assistance, kindly send a mail to support@zohoinvoice.com
Regards,
Reshma. -
how Invoice total in words
For legal need, show the invoice in words as part of the invoce
printe and email7 votesA small correction in our previous response – The placeholder should be TotalInWords
Regards,
Reshma. -
Option to change the spelling of "Check" to "Cheque"
Option to change the spelling of "Check" to "Cheque", no country spells "check" as a payment form this way except for the US.
It would be nice that this can be modified as it looks very odd to see it as "check" on a customers receipt.
7 votesHi,
Thank you for posting on our feedback forum.
While choosing the ‘Record payment’ option for an invoice, you’ll have a drop-down for ‘Payment mode’. In the bottom of the drop-down, you could see the ‘Configure payment mode’ option.
In the pop-up that follows, you can customize the spelling of the existing payment modes or add new ones if you wish.In case you choose to record payment using the ‘Payments Received’ tab, you can find the same ‘Configure payment mode’ option there too :)
Hope you are happy with this !
Cheers,
Reshma. -
Setup default location of currency symbol (before / after amount, spacing before / after symbol).
Setup default location of currency symbol (before / after amount, spacing before / after symbol).
It should be possible to define the location of the currency symbol before or after the amount and the spacing to it.
For example in our default currency (BGN) the currency symbol is: лв.
EUR 10
would be displayed
10 лв.
This should be defined in Preferences and applied sitewide where amounts are displayed.
7 votesHi Martin,
In Zoho Invoice, you have the option to set if the currency symbol should be displayed before or after the amount.
For your specific example:
1. Under Settings > Currencies, you can click on EUR and change its symbol as needed.
2. After that, select Settings >Templates > Invoices > Edit > Total, you can set if the currency symbol needs to be shown before/after the amount. Finally, hit Save.Kindly give it a try and let us know your feedback on support[at]zohoinvoice[dot]com
Regards,
Reshma. -
project custom fields
Possibility to add Projects custom fields that can then be used in the project overview screens
In my case I will use them to track the project status with fields like:
Percent Complete => a % entered by hand
Work Status => a field to add a small description like awaiting customer or not started, or development
some filed used for specifying applications and versions I use
in this way I will be able to have at a glance the project status without to enter to see all detail information
7 votesHi there,
You can create custom fields for projects module by switching to Settings > Preferences > Projects > Custom fields.
For each detail you have mentioned, you can choose appropriate data types and enter values to it.
If you have any clarifications, you can write to support[at]zohoinvoice[dot]com and we would be glad to assist you.
Regards,
Reshma. -
Make Footer Layout Customizable
I can't customize my footer layout. For example, I need a template that doesn't show "Notes" and "Terms and Conditions", but I don't have the option to not shown them in the PDF.
It's a small thing, but I need it, and so might others.6 votesHi there,
Greetings from Zoho Invoice!
You can hide the “Terms and Conditions” field by editing the template preferences (Settings > Templates > Invoices > Edit).
You would not be able to hide the “Notes” as of now, but instead, you can add the content either as footer content or as annexure, which are template-specific.
So, you can have two different templates, one with the content (added as footer content or annexure) and one without. Based on your needs, you can quickly change the template of the invoice and send them.
If you have any doubts, feel free to reach out to us at support[at]zohoinvoice[dot]com
-
Adding Date of Service to Invoice
Any way to add the date of service for each line item?
6 votesHi there,
We believe “custom fields for items” would help you with this requirement.
By adding a custom field under Settings > Preferences > Items (of the data type “Date”) and choosing it to be shown while creating transactions, you can fill in a date for each line item while creating the invoice.
To know how to add custom fields for items, you can refer this page as well:
https://www.zoho.com/invoice/kb/items/display-additional-item-info.htmlRegards,
Reshma. -
invoice
Have the ability to customize the invoice email template to include a total balance for all invoices. currently you can only have the balance of the the current invoice.
6 votesHi ,
Yes ! You can now display the overall balance a customer owes, in your email templates. All you have to do is insert a placeholder. To do this
- Go to Settings > Email templates > Invoice notifications ;
- In the right, you could see the available email templates. Hover to the email template you’re using now and choose ‘Show mail content’ ;
- The following screen is a preview of how your invoice email would appear. Now place the cursor in the body of the email and select Insert placeholders ;
- From the list of placeholders displayed, choose Customer balance. Now you could see the placeholder CustomerBalance in the email template, which would display his/her overall pending amount.Alternatively, you could give them client portal access so that they themselves can login to their portal and see the balance amount.
Hope this helps you meet…
- Don't see your idea?