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
347 results found
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Grouped invoices in invoice tab itself
I feel it will be helpful that grouped invoices in invoice tab itself
1 voteHi Godfrey,
Thank you for posting on our community.
In Zoho Invoice, though you would not be able to ‘group’ invoices per se, you can make use of custom views to categorise your invoices based on different criteria. You can refer this link to know more about custom views:
https://www.zoho.com/invoice/help/invoice/more-with-invoice.html#create-custom-views
If you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
invoice no. auto change in new financial year.,2) coulm width of %tax
- invoice nos. should change automatically in new financial year starting with INV- 001.
- column width for % TAX coulmn width should be adjustable. presently it is half the CGST/SGST head. % tax require very less width - as it is only upto 9%...this way we can give more column width for Item-description ...
1 voteHi there,
Thank you for posting on our feedback forum.
1. Regarding the invoice numbering sequence, as some businesses prefer to retain the sequence while some like to start off a new sequence (and due to the fact that the fiscal year varies for each business location), we have not automated this. However, you can easily change the numbering sequence whenever you wish.
2. Regarding the width of columns on the invoice, it’s actually possible to reduce the width of tax columns, thereby increasing the share of item name and description fields. You can try changing the width under Settings > Templates > Invoices > Edit .> Item table.
If you have any further questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We request you to drop an email to support[at]zohoinvoice[dot]com with more details on the kind of template you wish to have.
Our support team would be happy to assist you with all possible options.
Regards,
Reshma -
Send invoices from my email so that it does not get caught in spam
My invoices are ending up in my clients spam folder. It would be better if you could integrate with the popular email providers, like gmail, so that the invoice gets sent from my own email address that my client is used to so that it does not get into their spam.
1 voteHi John,
Thank you for posting on our feedback forum.
When it comes to delivery of emails, the reason for them getting bounced/being landed up in SPAM or not being delivered could be due to multiple factors.
Though we’ve taken all possible measures to increase the delivery rates of emails, a few cases like this can happen even due to stringent policies set by the recipient domain (your clients’ mail client). Hence, it needs to be analysed on a a case-by-case basis to know the cause and find the right solution.
We request you to drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma -
multicurrency
I used to issue invoices to my clients in multi currency, not only one. It is missing very much currency selector each time when issue invoice. Life is life - clients sometimes wants to get invoice in EUR, another time in USD.
1 voteHi Michael,
Thank you for posting on our feedback forum.
Though it’s not possible to invoice a single contact in multiple currencies, you can clone a contact, change the currency alone and create a new record. This way, you can have two records to invoice in both the currencies.
Regards,
Reshma. -
1 vote
Hi there,
Since inventory tracking is not available in Zoho Invoice, your requirement cannot be met directly. However, you can upgrade your Zoho Invoice account to Zoho Books to achieve this.
In Zoho Books, you would be able to maintain inventory for your items and also configure the settings to receive an alert when the stock goes below the re-order point.
You can refer this link to know how to migrate your account from Zoho Invoice to Zoho Books.
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, feel free to reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
New field below the "Bill to" section
Which can be modified on a case by case basis, without needing to go through the contact list
1 voteHi there,
While creating the invoices, if you click on the billing/shipping address, you’ll be able to view the ‘Attention’ field. Kindly check if it would be suitable for you to add the necessary detail (you want to display) in this field.
Entering the information in the ‘Attention’ field can help you save time as you can do this right from the invoice creation page (without having to go to the contacts list).
By inserting the placeholder for “Attention” in Settings > Preferences > Contacts, you can display this field in the invoice PDF too.
If you have any further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Purchase order,Quotation,Proforma invoice generation formats or service will be very helpful
It would be helpful if you provide us all the formats like PO,Qoutation,PI etc regularly required during business proposals
1 voteHi there,
Thanks for posting on our feedback forum.
Zoho Invoice allows you to manage your invoicing and thereby the entire sales cycle and hence it includes only estimates and invoices. However, we have another application ‘Zoho Books’ that meets all your requirements.
Using Zoho Books, you can manage invoicing as well as accounting. Since it helps you handle both sales and purchase transactions, you can raise invoices, estimates, sales and purchase orders, bills and so on.
If you already have a Zoho Invoice organisation, you can easily migrate it to Zoho Books using these steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Update your help pages!
You know what would be nice? Not spending an hour of my valuable time trying to figure out how to edit a frikkin' address field in an invoice! Your help sections are out of date or just not correct. I just lost an hour I can't get back! You gonna reimburse for that??
1 voteHi there,
We are sorry to hear that! We totally agree that the self-service guides should be intuitive and up-to-date. We ensure to work toward this asap.
We sincerely appreciate your taking the time in bringing it to us.
Regards,
Reshma -
Generate JSON attachment to invoice e-mail
When generating an invoice e-mail, allow for an attachment of a JSON data set for an invoice.
Example JSON:
{
"from": { "name": "John Fitzpatrick", "address": "1101 N. Calvert St.", "city": "Baltimore, MD 21202", "country": "U.S.A" },
"invoice number": "INV-000023",
"balance due": 4173,
"bill to": { "company name": "Precision Solutions", "address": "16504 Levade Drive", "city": "Leesburg, VA 20176", "country": "U.S.A." },
"invoice date": "16 Apr 2015",
"terms": "Net 15",
"due date": "01 May 2015".
"items": [
{ "Task": "QBase / OMB 2013-2014 / 53.50H",
"Description": "Professional services for programming and testing.",
"Hours": 78,
"Rate": 53.5,
"Amount": 4173,
}
]
"subtotal":…1 vote -
I would like to have authentication token also for the client portal
I would like to have authentication token also for the client portal
1 vote -
Auto fill time zone for Zoho invoice configuration settings
When I saw the size of the time zones list I was about to quit.
To improve conversion and tries, I think you should :
1) Add a javascript filter to filter the list of time zone.
2) Automaticaly select the most apropriate using either language, IP geolocalisation etc... If it's not perfectly accurate, it won't be far.Just seeing this awfull list made me wonder about the quality of the rest of your app.
I know it's just a one time setup, but it's about getting users, try a A/B compare on it.
1 vote -
Email Statements
I would like to be able to snail mail statements, like you can for invoices.
1 vote -
Allow attachments to a recurring invoice
My invoice conditions are too long to fit in the 'Conditions' field for a recurring invoice, so I always send them as an attachments. Because I con't set a 'default attachment' for a recurring invoice, I have to block automatic sending and attach it manually. A 'default attachment' would allow me to send recurring invoices automatically.
Thank you.
1 vote -
Update Contact Revenue from Zoho Invoice to a Zoho CRM account field
Update Contact Revenue from Zoho Invoice to a Zoho CRM account field
1 vote -
Limit items by customer
Restrict specific items and prices to specific customers to reduce chance of error when invoicing customers who have contract-specific rates for particular items.
1 vote -
"Invoice created for time sheets or expense cannot be cloned." - yes it should
Instead of preventing a clone of an invoice including timesheets or expenses, why not simply clone the "static" elements of the invoice, and discard the timesheets and expenses?
This is particularly useful when invoices are generated with monthly items, but in certain months there may also be expenses or time sheets attached.
1 vote -
Classification of clients and the income by country
There should be an option of sorting clients and income by country. This will enable the users so generate customer list country wise and also country wise income report.
1 vote -
Cancel automated reminder if the invoice debt is under a certain value
If the client has partially paid an invoice, for example paid 99.9$ from 100$, I want that the automated reminders not to be sent. I want to set the value myself in Zoho (everything under 10$, don't send automated reminders).
1 vote -
Mail for Invoice cancelation
I can send the invoice via email but i cant send an email for invoice cancelation to notify the customer
1 vote
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