Zoho Invoice
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347 results found
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Customizing units (show a unit as 20% instead of 0,20)
You can only assign the units in terms of decimals (20% as 0.2) and add a description about if required. However, it is clearer for the client receiving the invoice if we could add the unit in percentages. It would be nice if this option is available!
3 votes -
Create Duplicate Invoices and Second Invoices.
In Mozambique and other countries its required that duplicate invoices be created. One which stays with the Client and one that serves of Proof with the Company. The second copy should indicate that it is a Duplicate. Another useful feature is that once the invoice is issued and printed, if it is to be printed again for the client it should indicate that it is the 2nd invoice being sent. This is useful to control whether clients have received invoices or not.
3 votes -
Deduct refund amounts so that Total Sales are accurate! (Perhaps refund from Invoices instead of having to generate a Credit Note?)
Currently when a refund is processed the refunded amount is NOT deducted from the client's total sales—perhaps because at the moment it can only be processed via a Credit Note—so the client overview gives incorrect information. I don't know whether it is also incorrectly reflected in overall sales, haven't had the time to confirm that yet.
This also wastes time (and is frustratingly redundant) when different users have to dig into invoices, credit notes etc. to see if a refund has in fact been processed.
3 votes -
Zoho Invoices iOS Attachment Support
Zoho Invoices's iOS app only supports iCloud integration. I will like to see Zoho Invoices integrate with Dropbox and Google Drive. Also, it will be great if a storage area can be added where some of the common files can be stored which are accessible while sending invoices from both the mobile app and online portal.
3 votes -
Cloning of custom templates
It would be nice to have the ability to clone custom templates the same way you can clone other templates.
3 votes -
Ability to search client payment reference#
Although clients should put my invoice number in the payment reference field so that I can trace the payment and match it with the correct invoice - they don't. Often they don't send a remittance either. It would be of great help to be able to take their (arbitrary) payment reference on my bank statement and search for it in my invoices in order to check it isn't registered against more than one invoice.
3 votes -
Allow for non-billable hours to be included at zero rate on invoices.
Allow for non-billable items to be imported at zero rate on invoices. This allows for items to be shown on invoices but not billed for.
3 votes -
Need an invoice option to categorize the charges by date
For service providers, such as consultants, who work on multiple projects for the same customer each day, it would be helpful to be able to provide the customer with an invoice organized by day - showing the breakdown of which projects were worked on and the time spent per project on that specific day.
3 votes -
Spanish characters search
when I search on Spanish customers invoices containing (á, ó, é,... etc) not found
3 votes -
advance invoice inclusive tax
is it possible that you can add the tax in the advanced payment?
thanks for your feedback
M.3 votes -
Adding default tax per line item
The option to automatically have the default tax set for every line item in an invoice.
3 votes -
Receive notification on Record Payment
It would be nice to receive a notification not only after an online payment but also when an agent manually record a payment. This notification should be also propagated to slack.
3 votes -
Minimum payment option
It would be awesome if you could set a "Minimum amount due" that your client can pay after checking the "Allow customer to make partial payments for this invoice." option.
This way you could send your client there full invoice at the beginning of a project, with a minimum payment do of %50.
3 votes -
Include invoice attachments when printing or exporting PDF
I really like how PDFs for expenses are included in exports and printing.
However, I often need to attach additional documentation to an invoice that is not directly tied to an expense. I notice that these attachments are not exported or printed. It would be a great improvement to include invoice attachments in the export process.
3 votes -
Auto-complete Item Details
In the item field, show an auto-complete with recent items.
This would allow us to click on that item, instead of typing everything again.PayPal does this.
3 votes -
Auto select of sales person through from logged in sales person
In invoice there should be a feature to take logged user as sales person. Option can be given in settings to relate sales person with user
3 votes -
Linking logged sales person/Users with warehouses
Provision to configure Salesperson/User with warehouse so that if that sales person do invoice inventory should be deducted from respective warehouse and while making invoice warehouse field should be editable for only those users where default warehouse is not defined
3 votes -
Bulk import old invoices
There is an import option regarding expenses, but these expenses do not have the corresponding invoices attached to them. These invoices you have to add one by one. It would be good to be able to bulk import old expenses the way you import receipts. That way when you start with zoho invoices but already have previous years of expenses, you have your whole administration in the same location.
3 votes -
We need to be able to send invoices out in batches according to specific items, example all transportation invoices, all hotel invoices etc.
For example:
Send reminder notices only to all hotel invoices3 votes -
ncf
Número de Comprobante Fiscal (NCF)
Un Comprobante Fiscal es un documento que certifica la transferencia de un bien, la entrega
en uso o la prestación de un servicio; mientras que el Número de Comprobante Fiscal es una
secuencia alfa numérica con que se identifica un Comprobante Fiscal y otorgado por la
Dirección General de Impuestos Internos (DGII) a las y los contribuyentes que emitirán
comprobantes.
me gusta mucho este programa, pero para poder usarlo aqui en republica domicana necesitamos eso3 votes
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