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Zoho Invoice

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If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

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6 results found

  1. Import / export client list, invoices, bills, etc...

    42 votes
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    8 comments  ·  Integrations  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,
    In Zoho Invoice you have the option to import data from your computer to speed up the data collation process inside every module. You can also export data from Zoho Invoice for your reference or other purposes. In each module, you would be able to find a menu icon, which when clicked, shows the option to import/export data corresponding to that module.

    The help document below explains this in a better fashion :
    https://www.zoho.com/invoice/help/import-export/

    Regards,
    Reshma.

  2. Integration with Fundbox

    Integration of Zoho Invoice with Fundbox.

    28 votes
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    1 comment  ·  Integrations  ·  Admin →
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  3. webhooks

    Allow a developer to be notified when an action occurs through webhooks.

    For example when a contact is created, a request is sent to a url describing what happened and any associated data.

    I would really like to see this feature as I am currently forced to poll the API to check for updates to keep my data in sync.

    15 votes
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    0 comments  ·  Integrations  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    We are glad to let you know that configuring webhooks and associating it to a workflow is completely possible in Zoho Invoice. It would be right under the “Automation” module under Settings tab.

    You can refer this help document section to know more about webhooks:
    https://www.zoho.com/invoice/help/settings/automation/automation-webhooks.html

    You can try configuring webhooks and share your feedback with us.

    Cheers,
    Reshma.

  4. Tax Exclusive Feature

    Please implement Tax Exclusive feature also.

    6 votes
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    0 comments  ·  Integrations  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,
    Thank you for posting on our feedback forum.

    You can sell your items with exclusive tax rates. To achieve this :
    - Navigate to Settings > Preferences > General ;
    - Scroll down where you could see the tab “Do you sell your items at rates inclusive of Tax ?” ;
    - Now, elect the option “No, my sales are always Tax Exclusive” and save the changes.

    Once you do this, you can add exclusive tax for your transactions.

    For further queries, write back to support[at]zohoinvoice[dot]com.

    Regards,
    Reshma.

  5. payment

    I there, could you tell me how to add on the invoice how the customer make the payment , for exemple Cash ,Bank card,Cheque or online

    1 vote
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    0 comments  ·  Integrations  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Luc,

    Hope you are doing good !

    The payments you receive can be of two types – online (through payment gateways integrated in Zoho Invoice) or offline.

    For online payments, the payment mode would automatically be entered by the system. To view this :
    - Move to the ‘Invoices’ module and select that particular invoice, for which online payment has been made ;
    - Scroll down the invoice preview (on the right), where you could see the Payments received section. In this section, you can view the invoice number and the payment mode.

    In case of offline payments, you would be recording it manually. So, once you click on the
    ‘Record payment’ option for an invoice, you would be taken to the next page, where you can enter the “Payment mode” and save it.

    Hope this clarifies. For further queries, write back to support[at]zohoinvoice[dot]com.

    Regards,
    Reshma.

  6. integration - so you can Send a Zoho invoice to Zoho Books

    integration - so you can Send a Zoho invoice to Zoho Books

    1 vote
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    0 comments  ·  Integrations  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    Zoho Books is a comprehensive accounting tool ; It has all the features of Zoho Invoice and a lot of additional functionalities to get your accounting done smoothly.

    Also, your Zoho Invoice organization can directly be upgraded to Zoho Books with a single click and once you upgrade, the entire data in your Zoho Invoice account gets transferred to Zoho Books.

    If you have further queries, just write back to support[at]zohoinvoice[dot]com and we would be glad to assist you.

    Regards,
    Reshma.

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