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
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Clone an Item
I would like to see an option to Clone an item, on many occasions I have the same line of text with a single change in that line, it would be easier and quicker to clone a line rather than create it form an item and then copy and paste the details in.
6 votesHi,
Yes, you can very well clone your items in Zoho Invoice and save a lot of time :) Just navigate to the ‘Items’ module, click on the particular item and choose the “Clone item” option at the bottom.
Hope this helps :)
Regards,
Reshma. -
Attach a standard document to an invoice template
We want to include an attachment to every invoice we send out but we don't want to have to manually attach the doc every time. Can you develop a feature for this?
6 votesHi,
You can now attach files directly to the email templates :)
- Move to Settings > Email templates > Invoice notifications ;
- In the right, the list of invoice email templates would be displayed. Hover to the one you are currently using. Next to the ‘Show mail content’ option, you would find the ‘Attach File(s)’ option ;Once you attach a file to this section, it would be added as an attachment to all the invoice emails you send out.
Regards,
Reshma. -
Tax Exclusive Feature
Please implement Tax Exclusive feature also.
6 votesHi,
Thank you for posting on our feedback forum.You can sell your items with exclusive tax rates. To achieve this :
- Navigate to Settings > Preferences > General ;
- Scroll down where you could see the tab “Do you sell your items at rates inclusive of Tax ?” ;
- Now, elect the option “No, my sales are always Tax Exclusive” and save the changes.Once you do this, you can add exclusive tax for your transactions.
For further queries, write back to support[at]zohoinvoice[dot]com.
Regards,
Reshma. -
Allow auto charge for non-recurring invoices
We sell parts. Our customers give us their credit card information and want us to charge their card for any orders they place. These are non-recurring orders. As it is now, we would have to type in the credit card info for each order they place, as they want to be charged per invoice. We have hundreds of invoices daily. This is not feasible.
6 votesHi Brenda,
Zoho Invoice is integrated with more than 10 payment gateways and some of them support ‘auto-charge’. When you integrate your Zoho Invoice account with any of those gateways, you can charge your customers for one-time invoices too. (Here is the list: https://www.zoho.com/invoice/help/recurring-invoice/recurring-invoice-preferences.html#auto-charge-preferences )
How this works:
While making payment for an invoice or using the ‘Request payment information’ option, your customers can enter the card details just once and then choose to save it for future transactions.And once they choose to save it, you can easily collect payments using the “Charge customer” option.
If you need any help with this, please feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
expense report to show travel
Please update the expense reports to also show how many km/miles have been accumulated for the period. this would be beneficial come tax time.
6 votesHi there,
We are glad to let you know that you can make use of the “Mileage expenses by claimant” report for this requirement.
To try this out, please click on the ‘Reports’ section on the left pane and then move to the “Mileage expenses by claimant” report.
Now, choose the desired date range for which you want to generate this report. It would show the entire details of all the mileage expenses recorded during that period, along with the distance and name of the claimant.
If you have any further questions, please do reach out to support[at]zohoinvoice[dot]com
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
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Search an item
I would like, when I look for an article, in a quote or an invoice, that it is not necessarily the first symbols that matter.
For example, if my item's name is "0000_xxxx", I would like to find it if I write "x"
Currently I have to write "0"Please take note of my remark
6 votesHi Hugo,
Thank you for posting on our feedback forum.
To search an item by using any part of its name, a small change needs to be done by us at the backend.
Kindly drop an email to support[at]zohoinvoice[dot]com with your registered email address and organization ID, stating that you wish to have this functionality enabled.
Once we receive your email, we’ll do the needful :)
Cheers,
Reshma. -
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…
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Receipt
It would be great to have an option to send a receipt to a contact, via the zoho invoice app, once payment has been received. Something similar to where you can convert an estimate to an invoice, where you can create a receipt from invoice.
5 votesHi there,
Greetings from Zoho!
Under the invoice preferences page (Settings > Preferences > Invoices), kindly enable the “Do you want to include the payment receipt along with the Thank You Note?” option. This would ensure that the receipts are attached with the thank-you note.
Now, ‘how to send a thank-you note?’:
1. If you are receiving online payments using Zoho Invoice, you can enable the option “Automate thank you note to customer on receipt of online payment.” under the same invoice preferences page.
2. For offline payments, you would have the “Send a thank you note for this payment” option while recording the payment.Hope this helps :)
Regards,
Reshma. -
Remove and Edit field "Balance due" on the bill
In the "Document Information" of the model it is the only non-editable field, and can not be deselected.
This option should be added - in order to change the text or not to display this information.5 votesHi Guy,
Hope you are doing great!
While it’s not possible to remove the “Balance due” column completely, you can very well rename it.
- Choose Settings > Templates > Invoices;
- Hover to the template you are using and click “Edit”;
- Select the “Total” section, where you can rename the “Balance due” field;
- Finally, save the preferences.Regards,
Reshma. -
Total of hours in Invoice ( compact ) template. Contracts
It would be great info if the total no of hours included in an Invoice at the bottom of the hours column.
5 votesHi there,
While it’s not possible to display the total number of hours exactly to the bottom of the “Hours” column, you can very well display it on the bottom of the item table on the left.
To check this out:
- Navigate to Settings > Templates > Invoices;
- Hover to the template you are using and click “Edit”;
- Choose the “Total” section from the left pane;
- Enable the “Quantity” field using the check-box against it;
- Save the preferences.Once you make these changes, the “Hours in total” field will be displayed below the item table.
Cheers,
Reshma. -
linking and searching using custom fields
I'd like the ability to have the custom fields defined on the contact to also be linked to the recurring invoices, invoices, payments etc. The primary reason for this is to allow contacts, invoices, payments etc to be searched by custom field (effectively making them searchable tags)
4 votesHi there,
In Zoho Invoice, using custom functions, it’s possible to make the custom field entered for contacts appear as custom fields for the invoices created for them.
Kindly reach out to support[at]zohoinvoice[dot]com from your registered email address so that our team can help you with it.
Regards,
Reshma -
account invoice or pay in advandce
we need to add a invoice in advance or a pre invoice to a quote
for example the customer place an order for 60.000€
and he has to pay 60% in advance and 40% if the project is over.
is there anyway to have this option?4 votesHi,
Yes, there is an option to handle this – Retainer invoices :)
Retainers are typically the advance or down payments you receive for your transactions. Using the Retainer Invoices module, you can record the 60% amount you receive.
Once the order is confirmed, you can create an invoice and apply the retainers so that the customer can pay the remaining 40% amount alone.
So, try out the Retainer Invoices section and if you have any queries, write back to support[at]zohoinvoice[dot]com.
Cheers !
Reshma. -
debit note
there should be an option for debit note into zoho invoice.
4 votesHi there,
In Zoho Invoice, you can very well create debit notes for the invoices issued to your customers.
To create a debit note, please click on “More” option on top of the (sent) invoice followed by “Create debit note”.
Also, if you choose the ‘Invoices’ section from the left pane and click on the drop-down next to the “+New” option, you would have the option to create a debit note.
You can try this out and for any questions you might have, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
statements
Not sure if this feature exists and I just can't find it. Does Zoho Invoice have the ability to create statements for customers...so they can see all of their invoices and due dates?
4 votesHi Christine,
Thank you for posting on our feedback forum.
Zoho Invoice does have the feature to send out customer statements, that lists their transactions along with the corresponding due date :)
https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
This help documentation explains how to email the statement of accounts to your customers.Regards,
Reshma. -
Automated serial number to items
Automated serial number to items
4 votesHi there,
By default, the SKU (Stock Keeping Unit) can act as a unique identifier for each of your items. Apart from this, you can set up a custom field of the data type ‘Auto-generate number’ so that you can have a unique number assigned to each of your items.
If you need any assistance in this, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Add calendar reminders. So that I may be able to follow up with billing inquiries, in a timely manner
Add calendar reminders. So that I may be able to follow up with billing inquiries, in a timely manner.
4 votesHi there,
In Zoho Invoice, though you cannot set up calendar reminders, we believe the automated payment reminders can help with this requirement. Once the automated reminders are configured, you or your clients can be notified according to your preference.
Also, you can check out the ‘Expected payment date’ reminder here:
https://www.zoho.com/invoice/help/settings/reminders.html#expected-payment-dateThis way, your internal team can be notified so that they can follow up with the clients.
You can try this and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Resma -
Attach copies of receipts of billable expenses to invoice
When I invoice 'billable' receipts to my customers, they often want to receive a copy. As I am taking the picture of the receipt anyway, why not generate a PDF-attachment to the invoice for those receipts that are listed ? It would deliver all what is needed in a few single clicks.
4 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. -
column
It would be helpful if your users had the ability to adjust the width of the columns within the invoice table to allow more flexibility when customizing it to meet their needs.
4 votesHi Gretchen,
Here is some good news you’ve been waiting for – In Zoho Invoice, you can now adjust the width of each column in the item table.
You can take a look at this FAQ page as well -
https://www.zoho.com/invoice/kb/templates/adjust-itemcolumn-width.htmlRegards,
Reshma.
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