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
15 results found
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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. -
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. -
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 -
fix customer name search
If I have contacts with the prefix "Sir or Madam", the search does'nt find the person cause that indexing is done only with the first word. The correct way (I think) would be that the search is done on any of the words of the contact.
3 votesHi Nicolas,
There is a functionality called ‘Contains’ search, which when enabled, gives you the freedom of searching the Customer name by any part of his/her 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 the Contains search enabled for you.
Once we receive your email, we’ll do the needful :)
Cheers,
Reshma. -
Add more than one email to a contact
Be able to add more than one email address to a contact
3 votesHi,
You can add only one email address for your contacts as ‘primary email address’. You can, however, associate a secondary email address to the contact in the form of a (subsidiary) contact person.
We have explained this in our FAQ page here:
https://www.zoho.com/invoice/kb/contacts/secondary-email-contacts.htmlRegards,
Reshma. -
contact record invoice description
Have Invoice Description (or custom fields) display under a contacts "Sales" tab.
- We have large clients and are often working on many projects at a time. That said, we have a list of invoices that are in draft, but we have no idea to tell what invoice is for what project. If we could get the "description" to display beside the invoice #, that would be very helpful.3 votesHi Paul,
With the introduction of “custom views” in Zoho Invoice, you can very well display the invoice custom field as a column in the invoice list view.
Kindly refer this help doc for more insights on custom views:
https://www.zoho.com/invoice/help/invoice/custom-views.htmlIf you have further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
ageing summary for contact
Allow listing af ageing receivables for each contact similar to what's viewable in dashboard - eg, current, overdue 1-15day, 16-30day, etc.
Allow this to be printed/pdf in a format appropriate to email or mail to contact.3 votesHi there,
Thank you for posting on our feedback forum.
Zoho Invoice now allows you the option to generate customer-wise aging reports. You can head on to the ‘Reports’ section > Generate the ‘Aging details’ report > Choose the ‘Customise report’ option on the top and use the ‘Customer Name’ field so that the system displays the invoices one particular customer owes you.
Also, this report can be exported/printed as you wish.
If you have any questions on this, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Should show you how change a customer's email address
if you take down an email address and then the customer decides to change it then you need to be able delete and put in new email address
3 votesHi Jagdish,
In Zoho Invoice, you can easily edit a customer’s profile and update his/her email address. Kindly refer to the screenshot I’ve attached.
If you need any assistance on this, feel free to get back to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
set Prices as per customer
I have different prices for same product to different customers. Every month when i do billing to have to follow an excel sheet to check the prices for every customers. the way you have a option for due date which could be set differently for every customers could you also provide an option of rate so we can feed the rate for an customer. this would help a lot of time and effort.
2 votesHi Sachin,
We understand that the sales price of your items might vary based on the customers. You can achieve this using the “price lists” functionality of Zoho Invoice.
By creating a price list, you can define a custom rate for all your items and you have the option to assign a price list to specific customers too. This way, whenever you invoice those clients, the custom rates would be picked up by the system automatically.You can refer this help doc to know the steps to do so:
https://www.zoho.com/invoice/help/items/items-price-lists.htmlKindly give this a try and share your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Like we add bank account details to invoices for our customers to pay it will be great to do the same to the statements that we generate on
Like we add bank account details to invoices for our customers to pay it will be great to do the same to the statements that we generate on outstanding list of payments to customers but can't seem to do this now.
1 voteHi Naresh,
You can edit the invoice template and add your bank details so that your clients can know. To know how to add it, you can refer this link:
https://www.zoho.com/invoice/kb/invoices/add-bank-details-to-invoices.html
If you want this to be included in the customer statement as well, you can edit the customer statement template and add it in the footer content.
Hope this helps.
Regards,
Reshma. -
i have several customer with same name and even same company name, so if an customer id is made it is easy to define them perfectley
Make a customer id auto in contact
1 voteHi there,
For your requirement, you can create a custom field under Settings > Preferences > Contacts, of the data type “Auto-generate number”.
This way, just as you create a new contact, the custom field would get updated automatically. By including this custom field in the address format, you can display it on your invoices too.
Hope this helps :)
Regards,
Reshma. -
"Merge contacts"
Merging two contacts is a feature available international edition. Please enable this in Indian edition also
1 vote -
Sort Customer list
Add the feature to sort Customers from Newest to Oldest.
1 voteHi Carlos,
Thank you for posting on our feedback forum.
If you switch to the “Contacts” module and click on the menu icon on the right (the one with 3 horizontal lines), you would have the option to sort the contacts by different criteria. Using “Created time”, you can sort them so that the list displays contacts from newest to oldest.
If you have any doubts on this, you can reach out to support[at]zohoinvoice[dot]com and our support team would be happy to help you!
Cheers,
Reshma. -
Allow foreign currency payments
We have an international e-commerce site. And yet we are unable to bill and receive payments in foreign currency.
This needs to be allowed.1 voteHi there,
While creating or editing a customer’s profile in Zoho Invoice, you will have the option to set a currency for that customer. Irrespective of your organization’s base currency, your customer will be billed only in the currency you set here.
Exchange rates will be automatically applied when you bill a customer who belongs to a foreign currency.
However, please note that once you start creating transactions for a customer, it’s not possible to change his/her currency.
If you have any further questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
ABILITY TO MERGE TWO CUSTOMERS
IF CLIENT IS ENTERED IN TWICE.
THE ABILITY TO MERGE THE TWO.1 voteHi there,
Thanks for posting on our feedback forum.
Zoho Invoice allows you to merge customers easily. You can follow the steps highlighted here:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#merging-contacts
If you have any other questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma
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