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
34 results found
-
Custom template for the receipt
It's a necessity to have custom template for the receipt.
Different country have different law regarding the details that goes in the receipt.
At the moment we have to use 3rd party app to create the receipts.73 votes -
Print original, duplicate, triplicate & quadruplicate in invoices
Generally when we print our invoices we take 4 copies. Each copy will have on the header region
"Original for Buyer" - 1st copy
"Duplicate for Transporter" - 2nd copy
"Triplicate for Assessee"- 3rd copy
Extra -4th CopyThis is as per our sales tax rules in our state.
60 votesHi there,
In Zoho Invoice, you can print 2/3/4/5 copies of the invoice. This enhancement has been rolled out a while back and we are sorry that this space wasn’t updated.
You can change this preference in Settings > Preferences > General.
Note: This option is available only to the Zoho Invoice organisations that belong to the Indian edition.
Regards,
Reshma -
Dollar discount
Instead of offering a discount percent there should be the option to supply a dollar amount discounted. So instead of 15% off I may just want to give them $10 off.
44 votesHello everyone,
We are happy to let you know that in Zoho Invoice, you can apply a flat rate discount at transaction-level for all entities like estimates, invoices etc., This is available in all the editions now.
To try it out, just make sure you’ve set the discounts to be at “Invoice level” under Settings > Preferences > General.
You can share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Detect if clients open emails OR specify SMTP sending server in account
It would be really usefull to know if the client has receive the invoice, if he opened it, etc.
Otherwise if we could specify in our settings, the smtp server to use to send the emails (ex.: Mandrill).
35 votesDear customers,
Zoho Invoice allows you to track the emails sent from our application and check when the customer has opened it.
All you have to do is enable ‘Email insights’ for your organization. We shall take care of the rest :)
Kindly go through this page to know how to do this.
https://www.zoho.com/invoice/kb/general/email-insights.htmlRegards,
Reshma -
pay all invoices in one transaction
Please allow customers to pay all due invoices in one transaction and apply payments on all selected invoices. I am coming from FreshBooks, and that is an available option. When customer has multiple invoices, clicking pay now gives them an option to combine rest of the outstanding invoices and pay them all at once. Should not have to pay multiple invoices individually. Annoying for customer and the additional fees for us..
27 votesThis feature is now available in Zoho Books and Zoho Invoice.
To learn more about this feature, check out this link
https://www.zoho.com/books/help/client-portal/#bulk-payments -
Deduct from Retainer before sending Invoice
What i have noticed, is when i generate and invoice, i have to
1. Save it first
2. Deduct the Invoice amount from the Retainer
3. Then finally send it off to the clientWhat would be much more idea.
1. Invoice is created.
2. Zoho Checks to see if there is funding in the Retainer account
3. Just below the invoice, Zoho, shows u how much is in retaner
4. Zoho, then shows u a [ ] check box, asking you if you would like to deduct the invoice amount from the retainer
5. Once you click the check…26 votes -
Remember Payment Options Per Contact
When I invoice a customer, if I adjust the payment options, I would like for Zoho to remember that the next time I invoice them.
24 votesHello everyone,
We are glad to inform you that in Zoho Invoice, the payment options you set for a contact (while creating an invoice) will be remembered by the system the next time you create invoices for the same contact.
You can give it a spin and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Approval workflow for Invoice
Option to mark an invoice as approved. And only the approved invoice can be sent to the customers.
18 votesHello everyone,
We are happy to let you know that we have introduced approval flow for transactions in Zoho Invoice.
Once the approval workflow is enabled, the invoices can be sent only after the invoices are approved.
You can take a look at this help document to know more on this:
https://www.zoho.com/invoice/help/transaction-approval/Regards,
Reshma. -
Download PDF of multiple invoices
Now we have to download the pdf for each invoice. It should be nice to be able to download multiple invoices of multiple clients in onze click (as we can delete invoices)
11 votesHi there,
We are happy to let you know that you can download the PDFs of multiple invoices (up to 100) in one shot.
To do this, select the invoices using the checkbox to the left and choose the “PDF” option on the top.
In case you wish to download the invoice PDFs that belong to a particular client, you need to filter those invoices using the “Advance search” option (present on the top of your Zoho Invoice screen) and then follow the above steps.
If you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Scan barcodes
Scan barcodes to input product information while invoicing customer.
10 votesHello everyone,
Zoho Invoice supports barcode scanning in the web app, as well as the Android mobile app. You can refer this page to know all about this:
https://www.zoho.com/invoice/kb/items/bar-code-scanning.html
Cheers,
Reshma. -
Add Expense Images to invoice
Attach the images of the receipts to the invoice the expense is billed to
9 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. -
8 votes
Hi,
In Zoho Invoice, with the client portal feature, you can know if your client has ‘viewed’ the invoice. Also, in the comments section of that invoice, the date and time at which your client has viewed the invoice would be displayed.
You can refer the below help documentation page for more insights on the same :
https://www.zoho.com/invoice/help/client-portal/#notificationHope this can help you meet your requirement.
Cheers !
Reshma. -
8 votes
Hello everyone,
We are happy to let you know that we have rolled out an integration with Twilio – as SMS gateway provider. As of now, SMS can be triggered for invoice notification, payment reminders and when payment is made for invoices. You can refer this help document to know all about this integration.
https://www.zoho.com/invoice/help/integrations/twilio.html
If you have any questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Show Foreign Currency Code next to Total on Invoice
Every overseas client needs to know what currency you are billing them in. (Either your currency, theirs, or another i.e. USD) - so all invoices should display what currency you are invoicing.
Currently only your Base currency will show next to a total on an invoice.
Example Total AUD $XXX
But when you make a new contact for a foreign currency, the currency code does not show next to the total in an invoice, even though the total is saved and sent in the foreign amount.6 votesHi there,
Thanks for your suggestion. Zoho Invoice displays the currency symbol in the total section. In case the transaction is raised in a foreign currency, the system shall automatically display the symbol of that currency. Sorry about the delay in updating this space.
If you have any further questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Automated email reminders for a period more than 150 days
Would like to request an extension of automated email reminder period from 150 days to at least 365 days (or more if possible).
5 votesHi there,
Zoho Invoice now supports reminder for a period of up to 365 days before or after the due date.
Hope this helps.
Regards,
Reshma -
Allow users to set default payment mode
Ideally default payment mode per client.
Most of my clients are international and are NEVER going to pay by cash, so why do I have to change the payment mode from 'Cash' to 'Bank Transfer' every single time I receive a payment?
5 votes -
Calculate tax from inclusive Amount
In Invocing , Should be a provision like , if we enter a amount including tax ( for example 11400 ) , so it should calculate the tax amount ( 1400 & 14% ) automatically.
4 votes -
Invoice dates relative to end of the month
Problem:
Here in Italy it is (sadly) very common to group payments at the end of the month or, less commonly at a specific day number (say the 20th).
Nobody pays before the due date and banks want precise dates to give credit.
We often have to specify dates manually to take that into account and this obviously impacts the recurring invoices too, which we have to edit each time.Proposed solution:
A flag to specify that the effective due date is the last day of the month when terms expire.Example:
invoice issued on 5th october, due 30 days…4 votes -
Customize columns - Show Custom fields
When showing All Invoices list, it would be great if I could show columns with the special "Field Customizations" fields i have done in my invoices preferences .. settings/preferences/invoices/customfields
4 votesHi there,
Zoho Invoice allows you to display the invoice custom fields in the “All invoices” list (or any view, for that matter).
All you have to do is, choose the ‘Customize columns’ option in the top left of the list and select the custom field you’ve created. I’ve attached a screenshot to show you how to do this.
If you have any further questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
For the amount in words on the invoice add US Dollar and cents
Currently the templates for invoices, only put the amount in words. It would be helpful to add US Dollar and Cents to the amount in words.
4 votesHi there,
We are glad to inform that the invoice amount in words can be displayed as per the US format (dollars and cents).
Please make sure that the “Amount in Words” field is enabled in the template settings.
You can write to support[at]zohoinvoice[dot]com for any further queries.
Regards,
Reshma.
- Don't see your idea?