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
130 results found
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Log time date default to today
Log time date default to today
When clicking the Quick Create + or Log Time in the Timesheet module it would be helpful if the Date field on the New Log Entry sheet pre-filled with today's date.
I would guess that the vast majority of times today's date is entered, so this small improvement would cumulatively save a LOT of clicks/time.
2 votes -
Workflow Trigger for Logging Time
Please add a Workflow trigger when a new Time Entry (Log Time) is created. I need it to send a notification to my client when we have completed a task.
2 votesHi there,
We are happy to inform that you can now set up workflow rules for timesheet entries in Zoho Invoice. You can even set up conditions on when exactly the workflow should be triggered.
If you have any questions, feel free to write to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Expense Status
Reimbursable and Reimbursed status for expenses incurred by staff
1 vote -
View timesheet on a weekly calendar grid
View timesheet on a weekly calendar grid (similar to the weekly display view in Google Calendar). Include on grid Project name and time elapsed.
1 vote -
Add a "Save & New" option for multiple expenses insertion
In addition to the "save" button currently in place, when uploading multiple expenses at once it can save another click and loading of a page (adds up to a lot of lost time when inserting a big amount of expenses at once)
1 vote -
Timesheet View in the Weekly Log Format
I would like to be able to view my timesheet in the same way I log it; using the Weekly Log feature.
If I log in time on Monday, then open it again on Tuesday, I can only view Monday's time in List View or Monthly Calendar View. I would like to have a Weekly View that looks like the Weekly Log.
1 vote -
1 vote
Hello,
We’re happy to announce that now you will be able to add new customers from MS Outlook contacts.
For more information, please click the below link. https://www.zoho.com/in/invoice//help/integrations/office-365-integration-inv.html
Regards,
Reshma -
ETRE EN LECTURE SEULE
LORSQUE JE TRAVAILLE SOUS zoho invoices SUR UN AUTRE ORDIANTEUR JE SUIS EN LECTURE SEULE.Je ne peux pas modifier ou créer une aute facture. Pourquoi ?
1 voteHi,
Thank you for reaching out to us.It would be really helpful, if you could send an email to support@zohoinvoice.com with your requirement so that we could assist you with the exact solution.
Regards,
Reshma. -
Possibility to add unbilled projects on a recurring invoice
Recurring invoices are great, but what a pity to send two invoices for the same period to a customer for a unique project, including for example a recurring flat fee like hosting, and timesheets...
1 voteHi there,
Zoho Invoice now allows you to create recurring invoice for projects directly. While creating it, you can manually choose the flat fee items as line items and save the recurring invoice profile. Later, based on the billing frequency, Zoho Invoice will automatically add the unbilled timesheet entries and send the invoice automatically to your customers.
You can try this out and share your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Multiple Fields for Expenses
We should be able to itemize our expense as well. It is very difficult to mention everything in notes. I just sent a wire transfer for good purchased I was charged bank charges and other bank charges i could not note it anywhere and had to total it using a calculator to find the actual amount spent, please look into this
1 vote -
Bulk Statements.
Hi, can you please assist to develop an option in ZOHO to send statements in bulk. Meaning to send statements all at once to all clients with an open balance.
1 voteHi Elmarie,
Please note that both the options (email/print statements) is available up to ‘25’ contacts in one shot.
Regards,
Reshma. -
Ability to include project name as well in file to upload expenses.
It will be very helpful if we can include Project name as well in the CSV file of expenses so that Project name gets assigned with the import itself. As of now after importing expenses, have to go to each expense item and click edit and assign project name.
1 vote -
Work with Timesheets in the App
Should be able to view, edit and bill timesheet entries in the app istelf
1 vote -
Have an alert (i.e.) "do you want to navigate away from this page" when logging project time in the weekly view
Have an alert (i.e.) "do you want to navigate away from this page" when logging project time in the weekly view. A number of times I have added to this page, then gone to a different page, only to discover it didnt save!!
1 vote -
Make an invoice for a CRM Contact and not only for CRM Account.
Currently in CRM you cant make an invoice for a contact. Only for Accounts. As we are a B2C and B2B service company, we have both organisations and induviduals as our clients. At the moment if Mr. X books a holiday with my company, I cant make an invoice for Mr X. There has to be an account linked to Mr X for me to make an invoice
1 voteHi there,
We are so glad to inform that we have enhanced the Zoho Invoice – Zoho CRM integration such that you can invoice both your B2B and B2C type clients.
To know more on this, kindly drop an email to support[at]zohoinvoice[dot]com with your organization ID.
Cheers,
Reshma -
Quick Pay online without login, although the customer has the portal enable.
When I send invoices and the customers have the portal enable, they must login first to pay or see the invoice online.
But if I send invoices and the customers don't have the portal enable, they can see and pay their invoices quickly.
My idea is to merge both ideas, if the customers want to pay and that's it, they can do it, or if they want to view more, they can login and see their records.
1 voteHi Abel,
We are so glad to let you know that you clients can now view/pay your invoices without logging into the portal. even though the client has portal access enabled.
They can also choose to login to the portal from that page, if they wish.
Happy invoicing :)
Regards,
Reshma. -
Reports by 'Payment Type' - Cash, Credit, Cheque etc.
I would like to run reports based on how my customers are paying. This would allow me to balance the books based on how much is entering my account via credit, cheque and cash.
1 voteHi there,
We’re happy to inform that in Zoho Invoice, you can view the list of payments received, categorized based on the payment mode.
To try this, please try generating the “Payments Received” report and then choose “Customize Report”. You’ll now have the option to group the payments based on the payment type.
If you have any questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Each Invoice
Each invoice should have individual options, so can be draft, some can be create charge and send and some can be send and pay
1 voteHi there,
Zoho Invoice now allows you to configure different preferences for each recurring invoice profiles.
This means, you can have a global preference that’s applicable to all recurring invoice profiles but also change it for specific recurring invoice profiles if needed.
You can give this a try and share your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Show billable expenses for invoices when converting from estimates
When creating new invoice the billable expenses show up, but when converting and estimate this does not occur. This would enable better registration of reimbursed expenses and allow easy conversion from estimate to invoice.
1 vote -
Sent Invoice and Payment receive ONLY to some invoices, not to all of them
I need to configure at recurrent invoice level, to create invoice, send and send a receipt. When I update this choice in a recurring invoice it updates the general setting for ALL recurring invoices.
I need this functionality since I have some customers with automatic credit card payments (with an outside company), so I want those customers only to receive the receipt as soon as the invoice is created.
Thanks a bunch !
1 voteHi there,
Zoho Invoice now allows you to configure different preferences for each recurring invoice profiles.
This means, you can have a global preference that’s applicable to all recurring invoice profiles but also change it for specific recurring invoice profiles if needed.
You can give this a try and share your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma
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