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
1092 results found
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I found your app when i became my fathers executor it was the only time tracking app that i could find with that capability thanks
As an executor of a will your time and expenses are taken into consideration in the dispersement of procedes. Zoho invoicing has most of what's needed for the time and effort spent in grouping financing for various people named in a will. It may not be designed for that, but it is the only app I found that works if you bend it a little.
1 voteHi Gary,
Thank you so much for your kind words :) Yes, with a little bit of customization, you can use Zoho Invoice for any kind of business.
If you have any doubts or clarifications, just send an email to support[at]zohoinvoice[dot]com and we would be happy to help !
Regards,
Reshma. -
FACTURATION A L'AVANCEMENT
Nous aurions besoin de facturer à l'avancement avec un pourcentage affecté sur chaque poste du devis.
Dès lors, chaque devis validé doit être facturable en plusieurs fois et chaque nouvelle facture doit pouvoir déduire automatiquement le montant total facturé (cumul des factures passées).
1 voteSalut,
Merci de poster sur notre forum de rétroaction.
Il serait utile si vous pouviez élaborer votre exigence et l’envoyer à support@zohoinvoice.com~~V afin que nous serions dans une meilleure position pour vous aider.
Cordialement,
Reshma. -
Make activation of client while creating invoice
Often I am sending invoices, and sometimes it is an inactive customer... but when I FINISH creating the invoice, it won't send or even save as draft until active, which I just realized AFTER it is done. Would be great not to have to recreate invoice after activating since no way to save it.
1 voteHi Kristen,
Thank you for posting on our feedback forum.
We would like to clarify that, once a contact has been marked ’Inactive", it is not possible to create any kind of transaction for that client.
In the Contacts tab, if you choose that contact, you can only see the “Mark as active” option. Only if it is chosen, you can have further transactions with him/her.
Also, inactive customers won’t be listed while creating transactions.
If you need our assistance on this, just write back to support[at]zohoinvoice[dot]com :)
Cheers,
Reshma. -
ONE screen should display ALL records – Invoice, Credit Note, Retainer invoice
– and allow the user to filter the ones they want to see
1 voteHi,
Thank you for posting on our feedback forum.
The leftbar (the leftmost pane) of the Zoho Invoice interface lists the different modules like Contacts, Items, Invoices, Estimates etc.,, giving you the option to access any module at any time. Moreover, if you would not require a particular module, say ‘Estimates’, you also have the option to hide it under Settings > Preferences > General.
We also understand that the need to view all the transactions of one particular customer and that’s exactly why we have provided the “Sales” section in the contact details page of each client.
If you have any further queries, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Zoho Invoice - Location/IP restriction for user access
Currently, users of zoho invoice can access their account from anywhere. This is not good as we would not want our staff to access company data when they are not present in the office.
An IP restriction would be a great feature helping to safeguard company data.
Regards,
L1 voteHi there,
We understand your concern and we would like to let you know that it is possible to set a restriction based on the IP address from which the user is trying to access the app.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma. -
1 vote
Hi,
We are really sorry that you weren’t able to access your Zoho Invoice organization. Actually, we have responded to you through our support portal. We shall get in touch with you today and make sure you stay on top of your business :)
Regards,
Reshma. -
pied de page
Possibilité d'insérer un pied de page
1 voteSalut,
Si votre demande consiste à insérer un contenu de bas de page sur vos factures, vous pouvez très bien l’insérer dans Paramètres> Modèles> Factures> Modifier> Pied de page> “Personnaliser le contenu de votre pied de page”
Si cela ne vous aide pas, n’hésitez pas à écrire un courriel à support[at]zohoinvoice[dot]com
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English translation:Hi there,
If your requirement is to insert a footer content to your invoices, you can very well insert it under Settings > Templates > Invoices > Edit > Footer > "Customize your footer content’
If this doesn’t help, please feel free to write an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Ability to sort invoices by "payment method"
Currently, there is no feature to allow sorting by "payment method". This is really helpful in determining how much of a business is run on cash or credit.
1 voteHi Andrew,
Since the invoices can be both paid and unpaid (leave alone the draft and void ones), it would not be possible to sort invoices based on the payment mode.
However, the payments listed in the “Payments Received” section can be sorted based on the payment mode.
Kindly try this and let us know if it helps.
Regards,
Reshma. -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We have recently rolled out an enhancement that can serve as a good workaround to your requirement.
You can now print/email the customer statements of up to ‘25’ contacts in bulk.
To try this out:
- Navigate to the “Contacts” tab;
- Select the contacts whose statements you need to print/email;
- Set a date range (The transactions created within this date range will be included in the statement);
- Go for the “Send customer statements” or “Print customer statements” option.Give it a spin and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Remove Users from Projects by marking them "Inactive"
I have multi-year projects, where staff changes are common. I can't delete the user from the Project, because they've already entered time (which has been invoiced) - but, at this point, over 60% of the people assigned to any of my long-standing projects are no longer involved
1 voteHi Rick,
If a staff would no longer be working for your projects, you can very well delete them. Deleting a user would not remove the timesheet entries logged by that user. It would still be in the system and you can very well invoice your clients for those unbilled entries.
If you have any other doubts on this, you can reach out to support[at]zohoinvoice[dot]com.
Cheers,
Reshma. -
Your password reset isnt working.
I reset twice, successfully with no email
1 voteHi,
We believe you were able to reset your Zoho account password successfully.
If you have any other queries, you can reach out to us anytime.
Regards,
Reshma. -
Easy upgrade from mobile to standard subscription
Am completely baffled why this is such a hard process. Am trying to do this currently however I have phoned and am still awaiting the email with directions. Have sent another email, and now the phones are not being answered. Very frustrating.
1 voteHi Nathan,
Our team is working to bring out seamless plan change options and once that is done, you’ll be able to upgrade smoothly.
Regarding the problem you faced, we hope our support team reached out to us and assisted you on this :)
We are just a click away!
Regards,
Reshma. -
1 vote
Hi Jeff,
In the email preview page, if you press the Enter key, it would only place the cursor in the next line of the text area. Only if the “Tab” key is used and the mouse position is changed to the “Send” button, hitting the “Enter” key would send the email.
Having said that, you can reach out to us at support[at]zohoinvoice[dot]com so that we can assist you better.
Regards,
Reshma. -
1 vote
Hi there,
In Zoho Invoice, you would not be able to enter the quantity below zero. The invoice amount should always be zero or above.
If you wish to do this to record the return of goods, you can very well create a credit note for that invoice.
Hope this helps.
Regards,
Reshma. -
1 vote
Hi Nagaraju,
We would like to get more information on your requirement so that we can assist you with the best possible solution.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can discuss further.
Regards,
Reshma. -
latefee
I'm sure you've heard it before, but an automatic or manual invoice update, emailed with a late fee, would be wonderful.
1 voteHi there,
Thank you for posting on our feedback forum. You can make use of the “custom function” automation and add late fee to your overdue invoices.
We have shared the sample code to create this custom function. Kindly refer “Scenario 2” in this link:
https://www.zoho.com/invoice/help/settings/automation/automation-scenarios.html#custom-functions
If you need any assistance in setting this up, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Apart from normal Discount, there is one more line for additional discount colomn.
Apart from Normal Discount on MRP, one more line for Additional discount, if any.
1 voteHello there,
Thank you for reaching out to us.
If you wish to include a discount in addition to the default discount field present, you can make use of the “Adjustment” field.
For instance, if you wish to apply an additional discount of, say 10$, you can just enter “-10” (Minus 10) in the “Adjustment” field and the invoice amount will be reduced by 10. You also have the option of renaming the field as you wish.
In case you do not have this field while creating the invoice, kindly enable it under Settings > Preferences > General.
Regards,
Reshma. -
1 vote
Hi there,
In Zoho Invoice, you would not be able to create a negative invoice per se. If that’s to keep track of the goods returned by your customer, you can instead create a credit note for it. The credit note amount will be counted as a negative sale.
Hope this helps.
Regards,
Reshma. -
voorraad
kan ik een voorraad beheer instellen bij invoice
1 voteHi there,
We understand that you wish to mange your inventory using Zoho Invoice. But, I would like to let you know that inventory management is not a part of Zoho Invoice but it’s possible using Zoho Books.
Zoho Books is an in-depth accounting tool and an upgraded version of Zoho Invoice. Using Books, you can manage both invoicing and inventory.
You can reach out to support[at]zohobooks[dot]com so that we can assist you better on this.
Regards,
Reshma.
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Nederlandse vertaling:We begrijpen dat u uw inventaris wilt gebruiken met Zoho Factuur. Maar ik wil u graag laten weten dat voorraadbeheer geen deel uitmaakt van Zoho Invoice, maar het is mogelijk om Zoho Books te gebruiken.
Zoho Books is een grondige boekhoudkundige tool en een geüpgraded versie van Zoho Invoice. Met behulp van boeken kunt u zowel facturatie als inventaris verwerken.
U kunt erachter komen support[at]zohobooks[dot]com te ondersteunen, zodat…
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1 vote
Hi!
With the help of the online payment gateway integrations in Zoho Invoice (at the moment), you can only receive payments. It’s not possible to refund/return the money back to your customer via Zoho Invoice.
Hence, you would have to take care of the actual money transfer using your payment gateway account and record it here in Zoho Invoice.
Hope this helps :)
Regards,
Reshma.
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