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
85 results found
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Commission on Sales/Invoices
Separate form to enter commissions by line to correspond with an invoice, to pay commission to client/sales person.
3 votes -
add Interface translation in Russian
add Interface translation in Russian - but Bulgarian added? =) (although only 10 million speak it, unlike the Russian, where 300 million people speak
2 votes -
Entering time for time tracking, budgeting, estimates or invoices all the same format
Entering time for for timetracking is done via the "00:00" format. That is great. Entering time for an invoice or estimate, or when budgeting a task is done via the decimal format. This is confusing. I would like to be able to enter always via "00:00", or at least get the chance to choose between them.
2 votes -
Work Orders
The ability to generate work orders from the estimate (without all administrative info) would be greatly beneficial.
2 votes -
Add "project" title info to email headline
While sending emails: auto-templating and populating
The (send) email and header of the .pdf is simply an estimate number when auto-populated.
I would like to see the Project Title associated with the Number
I.E.
E-1234 vs (Project Name) "Exterior Painting" - E1234 from ECSW
2 votes -
.DOCX Customisable layout for Sales orders, Delivery Notes, Invoices etc
instead of HTML option which is not very user friendly, have customisable .DOCX templates for all layouts like the competitor Xero.
this uses merge fields and can be edited using MS Word for example - very easy to use and can get documents looking exactly like you want them rather than being restricted by the very basic templates in ZohoBooks1 vote -
Fonts
I would like to have the ability to underline or bold or change the colour of the text on an invoice or estimate. I'm not talking about editing a template but actually underline or bold parts of an invoice that are important and should be read as such. Currently the only thing you can do to draw any attention to some important details or put any emphasis on is to CAPS all the text.
I have sent this request in before and for some reason the developers think I'm talking about editing a template but that's not it. If I'm…1 vote -
Ship to location order
In the ship to drop down menu it would be easier to use if locations were in alphabetic order or numeric order. Thanks
1 vote -
Web form to capture customer information
Web form to capture customer information
1 voteHi there,
It would be great if you could drop an email to support[at]zohoinvoice[dot]com elaborating your requirement so that we can help you on this.
Regards,
Reshma. -
Font & Format
There needs to be a format and font feature like a word doc when creating new estimates and invoices. This is in the template feature but it needs to be dynamic and available for each individual invoice or estimate. Example, on my last invoice I wanted to highlight that the clients last invoice was over due but I have no way of highlighting it or bolding, underlining anything. Lame.
1 vote -
Approbation step
Hello,
Do you plan to improve the timesheet functionality by adding a approbation step, holidays, overtime etc like you have in Zoho People?
Regards,
André
1 vote -
when entering timesheets using weekly log option, it should be good to have access to the previous and next weeks
when entering timesheets using weekly log option, it should be good to have access to the previous and next weeks using shortcuts
1 vote -
link to Zoho Invoices from Zoho Subscriptions top-left apps menu
link to Zoho Invoices from Zoho Subscriptions top-left apps menu
1 vote -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We have recently rolled out an enhancement that can serve as a good workaround to your requirement.
You can now print/email the customer statements of up to ‘25’ contacts in bulk.
To try this out:
- Navigate to the “Contacts” tab;
- Select the contacts whose statements you need to print/email;
- Set a date range (The transactions created within this date range will be included in the statement);
- Go for the “Send customer statements” or “Print customer statements” option.Give it a spin and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Easy upgrade from mobile to standard subscription
Am completely baffled why this is such a hard process. Am trying to do this currently however I have phoned and am still awaiting the email with directions. Have sent another email, and now the phones are not being answered. Very frustrating.
1 voteHi Nathan,
Our team is working to bring out seamless plan change options and once that is done, you’ll be able to upgrade smoothly.
Regarding the problem you faced, we hope our support team reached out to us and assisted you on this :)
We are just a click away!
Regards,
Reshma. -
Allow Boolean (AND/OR) searches, or searches within a subset
Searching by keywords is a useful way to cross-reference, check accuracy re: invoice and payment dates, etc.
I can't currently filter customers by a combination of keywords since the search function only returns the exact string I entered.
It would be great to be able to use AND and OR commands in a search, or to narrow down a search within a subset instead of having to search the entire database with a single search string and then rely on sorting the results to find what I'm looking for.
1 vote -
Show only phisical items on Packing Slips and Delivery note
It's SO great Zoho has added one-button Packing Slips and Delivery note feature!
Adding a simple check button "Show/Not show on Packing Slip" on the item properties, could made this feature way more useful and powerful, by allowing to automatically hide service (or not physical goods) from the Packing List/Delivery note.1 vote -
AUTO PARTS BUSINESS CURRENTLY USING OTHER COMPANY SOFTWARE
I AM USING AUTOFLUENT SOFTWARE IS IT POSIBLE TO UPLOAD ALL MY CUSTOMER INFO TO ZOHO ? IS IT POSIBLE TO CONNECT WITH NEXPART THIS COMPANY IN USA ONE OF THE LARGEST SOFTWARE PROVIDER FOR AUTO PARTS PLEASE CHECK THERE WEBSITE WWW.NEXPART.COM THANK YOU.
1 voteHi there,
Thank you for posting on our feedback forum.
“Is it possible to upload all my customer data to Zoho?”
- Absolutely! You can import all your customer data into Zoho Invoice by uploading it in CSV/TSV/XLS formats. You can refer this help doc to know more about it:
https://www.zoho.com/invoice/help/import-export/#import-data“Is it possible to connect my Zoho Invoice organization with Nexpart?”
- Though there is no direct integration between these services, for invoice creation and other functionalities, you can make use of our REST APIs.
https://www.zoho.com/invoice/api/v3/If you have further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
1 vote
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1 vote
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