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
1092 results found
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Formatting content within "Terms & Conditions", and "Customer Notes"
Allow rich text formatting so that elements or words within the T&Cs or Customer Notes can be highlighted in Bold, or Italics or Underline to ensure those points stand out.
2 votes -
Customer Statement to include Retainer Invoice's Reference Field
When customising the Customer Statement, Statement Table section, please include the option to add the Invoice's (Retainer too!) Reference field into the Transaction Details column.
For example, the column currently says "RI-2018-00004". If the Invoice's Reference field has "Bulk Widgets XYZ for Project ABC", then the Customer Statement's Transaction Details column should be "RI-2018-00004: Bulk Widgets XYZ for Project ABC".
2 votes -
Future Revenue reporting
There is no feature to enable a report of future revenue forecasting. Many of my contracts are multi-phase deliverables with revenue milestones. For example, I may have a $100,000 contract with 4 milestone deliveries each with $25,000 revenue item. I would like to be able to schedule these future invoices in Zoho and have a report that shows not just past invoices paid / sent but planned invoices grouped by month going forward. Please let me know if this is possible.
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 -
Document page breaks
I'd like to see an implementation of elegant page breaks on Estimate and Invoice documents. Possibly adding the flexibility to manually determine where the page breaks.
2 votes -
Ability to associate all projects (current and future) in recurring invoice
When creating a recurring invoice for a client, you select associate projects that exist at the moment of creation. When you create a new project for that client there is no option to add it to the recurring invoice. And there isn't an option to select all projects current and future. This would help out a lot, so you don't have add a project to a recurring invoice each time it's created and risk forgetting and not invoicing your client properly.
2 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 -
TOTAL GST AMOUNT IN WORDS
Kindly add total gst amt in words same as total amount in words.
2 votes -
need change
we are new to Zoho. We have a typical issue. we support SEZ zone company. we are supposed to raise the estimate without adding tax to them to get a purchase order. the company internally avoids passing tax components to them and we invoice the same with tax while submitting the final invoice during delivery. we need a solution immediately to use the product. where if we do zero percent we get line item gst as 0%, it misinterprets the case. kindly provide an alternative solution.
2 votes -
packing list
hello
i have started using the zoho invoice, in the packing lit option, it generates a single page packing list,
my concern is we have items in thousands, our invoice is made of like 100s of items, all items can not be packed in same box, so we have to pack to products in multiple boxes,
at the present i am preparing packing list in excel but i need to get this feature in zoho invoice.
also there should be an option for net weight, gross weight, dimensions of the boxes2 votes -
Allow timesheet entry with zero time
I understand the benefit of requiring a valid time value for timesheet entries, but I've run into several instances where the number zero should be a valid entry (yet it fails validation).
Perfect example: I took yesterday off and would like an entry documenting the fact that I didn't work, and the reason why. It would be extremely handy in the future when auditing timesheets to know there is missing time.
2 votes -
See exactly who opened an invoice
Currently, we can only see that "customer viewed invoice" as opposed to which contact viewed it (unless viewed via the portal). It is important to be able to see exactly who viewed the invoice and when, even if they view it multiple times.
2 votes -
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. -
Don't show Bank Details on the PAcking Slips/Delivery Notes!
I think nobody will complain if the Bank Details, as specified in the "Add you Bank Details" in the template, will not be shown in Pcking Slips and Delivery Notes. It's just common sense, coz. that field is not suppose to be there.
1 voteHi Bruno,
Hope you are doing good !
Usually, in the packing slips and delivery notes, the content added under “Customer notes” would be shown. If you wish, you also have the option to hide it (Settings > Preferences > Packing slip settings).
Could you please check if you have added the bank details under this section?
If you have added it correctly but still you face this problem, just drop an email to support[at]zohoinvoice[dot]com and we’ll get right back to you.
Cheers,
Reshma. -
I want to send my income & expenditure to my accountant how can i do it
Monthly returns that I can send to Accountant,
So I want to send copies of invoices & copies of expensies
1 voteHi there,
If you wish to send the details of your invoices and expenses, you can very well export them in the CSV or XLS format and send it to your accountant. You can refer this help document to know the steps to export your data.
https://www.zoho.com/invoice/help/import-export/export.html
While choosing to export the data, you can set a custom date range (“Current month” in your case) and export the invoices/expenses created in that range alone.
You can also try generating the “Invoice details” report and “Expense details” report and export it if that would suit your needs better.
For any queries on this, you can write to
support[at]zohoinvoice[dot]comRegards,
Reshma. -
Be able to delete a contact person from a recurring invoice
Be able to delete a contact person from a recurring invoice
1 voteHi Ron,
If you wish to remove a particular contact person from receiving the emails of a recurring invoice profile, you can just edit the recurring invoice, remove his/her email address from the “Email To” section at the bottom and save the changes.
Once this is done, that contact person alone will not receive emails of the invoices created from that profile thereafter.
Hope this helps :)
Regards,
Reshma. -
Address format
Hi,
I just want to upload 1000 addresses in random format and i want the software to align them in to a format what i have setup
1 voteHi Sakthi,
While importing contacts into Zoho Invoice, you would have separate columns for each address field like Street address, City etc., You can enter the contact information in the corresponding columns and have them imported.
The format in which this is displayed, depends on the ‘Customer billing/shipping address format’ you have set under Settings > Preferences > Contacts.
Hope this clarifies :)
Cheers,
Reshma. -
undelete folder
I recently deleted an estimate by mistake, WHERE is the un-delete option
1 voteHi there,
In Zoho Invoice, you would not be able to retrieve a transaction that is deleted. Once you remove a transaction (estimate, for instance), the data pertaining to that will be deleted from the system.
If you have any other queries, you can reach out to us anytime.
Cheers,
Reshma. -
1 vote
Hi,
If the “project code” is an additional information that you would like to add for all your projects, you can add it as a custom field.
To try this out, please select Settings > Preferences > Projects > Custom fields and create a new field for “Project Code”, which will be displayed in the project creation page :)
Regards,
Reshma. -
1 vote
Hi there,
Greetings from Zoho Invoice!
It would be great if you could drop an email to support[at]zohoinvoice[dot]com, elaborating this requirement of yours. We’ll get in touch with you once we receive your email.
Regards,
Reshma.
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