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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Transport detail
Transport detail
1 voteHi there,
It would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining your requirement so that our support team can get in touch with you!
Looking forward to your response.
Regards,
Reshma. -
Import currency from ECB
The European bank offer a free currency file each day
Would be nice to be able to import that automatically or manually
Link to the file: https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html
1 voteHi Steen,
In Zoho Invoice, it’s possible to fetch automatic exchange rates by choosing the “Enable exchange rate fields” option under Settings > Currencies. This would fetch the exchange rates from ‘Open Exchange Rates’ (https://openexchangerates.org/).
You can take a look at this help document to have more insights on the same:
https://www.zoho.com/invoice/help/settings/currencies.html#exchange-rate-feedsHope this helps.
Regards,
Reshma. -
Exportar a formato facturae
Crear la posibilidad de exportar a formato facturae
1 voteHi!
Thank you for posting on our feedback forum.
It would be great if you can elaborate your requirement and send it across to support[at]zohoinvoice[dot]com so that we can get in touch with you :)
Regards,
Reshma. -
Search functionality for the iOS and Android Apps.
For invoices and estimates equally. We Regularly estimate multiple jobs to the same client. The iOS app has no search feature that we have been able to find and does not display enough information in the estimates list, to distinguish easily between estimates.This means we must remember estimate numbers, or open each estimate one after another to remember what it was for. Tedious and slow, defeating the point of an app on the go. Search features ARE available in a web browser, but why should app users work without such a massive time saving feature?
1 voteHi Lydia,
We certainly agree that the mobile apps should support the critical functionalities like the search option. The iOS app of Zoho Invoice indeed has a search option for each section, which you can make use of.
Kindly update the app to the latest version and let us know your feedback by writing an email to support[at]zohoinvoice[dot]com
Cheers,
Reshma. -
Modify the clone function
I would like to have the clone function modified in an invoice or estimate. When I clone a line everything works fine until I want to change the value in a custom field, the value will also be changed in the previous row as if the clone was bound.
1 voteHi Patrick,
We would like to clarify that changing the value of a custom field in a cloned invoice will not make any changes to the original one.
Having said that, it would be easier for us to resolve the problem you are facing if you could drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Personalizzazione Preventivi
Salve
vorrei sapere se fosse possibile aggiungere immagini ad ogni prodotto del preventivo, e creare una descrizione di presentazione del preventivo con formattazione e immagini.grazie mille per la vostra attenzione...
1 voteHi,
We believe our support team responded to you via email regarding this. If you have further queries, you can write back to us via email and we’ll be glad to help you.
-—————-
Versione italiana:Ciao,
Crediamo che il nostro team di supporto ha risposto a voi via e-mail in merito. Se hai altre domande, puoi scrivere via e-mail e saremo lieti di aiutarti.
Saluti,
Reshma. -
Go back to picking items (and contacts) from a menu
Recent updates have changed how items are chosen. Before, you could scroll through your list which included item name, description and price. Now you can only pick by name. I have 600 items, I need to be able to find items using all the information.
If my items are:
1234 item A $5
1243 Item B $10I used to be able to look at that list and choose the correct one. Now, all I can see is 1234/1243 and that is all I can search too. This is very limiting.
The same applies to contacts as well, although that…
1 voteHi there,
Thank you for posting on our feedback forum :)
As far as Zoho Invoice is concerned, we haven’t made any recent changes to the way the items can be searched while creating transactions.
If you could drop an email to support[at]zohoinvoice[dot]com, we can schedule a call and discuss more on this.
Regards,
Reshma. -
Automation based on template
I would like to assign automated payment reminders (and overdue) for specific templates used. Ex. we invoice for several different company's each requiring their own invoicing and payment structure. Company A using A template, wants automated reminders sent every week and past due send 1 day after due date, company b using B template doesn't want any reminders sent.
1 voteHi Jacque,
Thank you for posting on our feedback forum.
We totally agree that it would be nice to have reminders customized at customer-level and I shall let the team know about it.
For the specific scenario you’ve mentioned, we would like to offer a workaround. If a customer doesn’t want any reminders to be sent, you can use the “Stop all reminders” option for that customer alone. Kindly take a look at this link:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#stop-reminder
We believe this would help you to some extent :)
If you have any other queries, feel free to reach out to us at support[at]zohoinvoice[dot]com
Cheers,
Reshma. -
Add an additional user for a fee in zoho invoice
Even if am on a subscription i need to be ableto add an additional user for a fee.
1 voteHi there,
In Zoho Invoice, the Professional plan offers 10 users as part of the subscription.
If you would like to add more than 10 users, you can very well reach out to support[at]zohoinvoice[dot]com with the number of additional users you would like to purchase and our team would be glad to help you out.
Happy invoicing!
Regards,
Reshma. -
2 tax request
I use the free invoice version.
I entered the tax rates in the settings (taxes).I have inserted the article that does not include VAT tax,
but I can not put another 2 taxes that are deducted from the total taxable amountthank you
1 voteHi Marco,
We presume you would like to have a way to include both taxable and non-taxable items in the same invoice and deduct the tax amount only from the taxable items. If so, that is totally possible in Zoho Invoice.
To get in touch with us regarding this (if our presumption is wrong, you can explain it to us too), please drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
AUTO PARTS BUSINESS CURRENTLY USING OTHER COMPANY SOFTWARE
I AM USING AUTOFLUENT SOFTWARE IS IT POSIBLE TO UPLOAD ALL MY CUSTOMER INFO TO ZOHO ? IS IT POSIBLE TO CONNECT WITH NEXPART THIS COMPANY IN USA ONE OF THE LARGEST SOFTWARE PROVIDER FOR AUTO PARTS PLEASE CHECK THERE WEBSITE WWW.NEXPART.COM THANK YOU.
1 voteHi there,
Thank you for posting on our feedback forum.
“Is it possible to upload all my customer data to Zoho?”
- Absolutely! You can import all your customer data into Zoho Invoice by uploading it in CSV/TSV/XLS formats. You can refer this help doc to know more about it:
https://www.zoho.com/invoice/help/import-export/#import-data“Is it possible to connect my Zoho Invoice organization with Nexpart?”
- Though there is no direct integration between these services, for invoice creation and other functionalities, you can make use of our REST APIs.
https://www.zoho.com/invoice/api/v3/If you have further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
1 vote
Hi there,
Thank you for posting on our feedback forum.
Since Zoho Invoice focuses on the sales cycle of your business, purchase orders is not a part of it. However, you can very well use Zoho Books for this.
Zoho Books is an accounting tool and a super-set of Zoho Invoice. It can help you manage both the account receivables and payables. Hence, you can easily create purchase orders too.
To upgrade from Zoho Invoice to Books, you can refer these steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We would like to know more details on the payment history you are referring to. Can you please drop an email to support[at]zohoinvoice[dot]com explaining the same?
Regards,
Reshma. -
Job description on email invoice
I always send invoices and estimates to my inbox for final review before sending to clients. There is no indication of the address of work done on invoice. other then the number, it would be good to have a field at top of email with full job description for myself and multiple mail outs to same client to make accounting easier and faster. I do work for real estate agencies, who multiple task many jobs at once, at present there is no indication on email which job is which. re Tim
1 voteHi Tim,
Thank you for posting on our feedback forum.
We believe “custom fields” can help you with this requirement. Apart from the default fields that the system offers (like invoice date, number etc.,), you can create additional fields, which can be filled while creating the invoice and even displayed in the invoice PDF.
To create a custom field, please navigate to Settings > Preferences > Invoices > Custom fields + New custom field.
In case you’ve tried this out but it doesn’t meet your requirement, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Order confirmation option (created from estimate)
It would be nice to have option to create order confirmation document from estimate to be able to send it to the customer. (optionally a column can be adde i.e. expected delivery time for each item)
1 voteHi Tomaz,
Thank you for posting on our feedback forum.
In Zoho Invoice, once a client accepts an estimate, it can be converted only to invoices. However, in Zoho Books, you can create “sales orders”. So, estimates can be converted to sales orders, which can then be converted to invoices.
If you already have a Zoho Invoice organization, you can easily upgrade it to Books using the steps in this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlRegards,
Reshma. -
Vendor order format
Kindly provide a vendor order format in which we can mention the customer names address qty and place of despatch in a single purcahse order to the vendor
1 voteHi there,
In Zoho Invoice, you would not be able to manage your vendors. However, you can do that with Zoho Books.
Zoho Books is an upgraded version of Zoho Invoice, where you can manage your receivables and payables. You can easily upgrade your Zoho Invoice to Books using these steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html
Regards,
Reshma. -
Categorisation of Invoices
How about having categories in Invoices?
E.g. If we have decide to differentiate invoices based on departments / services or say locations, then there should be an option to view them separately.
Say we can assign tags to the invoices and have diff views based on those tags in addition to the existing vertical view.
1 voteHi Ainkait,
In Zoho Invoice, though you would not be able to ‘group’ invoices per se, you can make use of custom views to categorise your invoices based on different criteria. You can refer this link to know more about custom views:
https://www.zoho.com/invoice/help/invoice/more-with-invoice.html#create-custom-views
If you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Grouped invoices in invoice tab itself
I feel it will be helpful that grouped invoices in invoice tab itself
1 voteHi Godfrey,
Thank you for posting on our community.
In Zoho Invoice, though you would not be able to ‘group’ invoices per se, you can make use of custom views to categorise your invoices based on different criteria. You can refer this link to know more about custom views:
https://www.zoho.com/invoice/help/invoice/more-with-invoice.html#create-custom-views
If you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
invoice no. auto change in new financial year.,2) coulm width of %tax
- invoice nos. should change automatically in new financial year starting with INV- 001.
- column width for % TAX coulmn width should be adjustable. presently it is half the CGST/SGST head. % tax require very less width - as it is only upto 9%...this way we can give more column width for Item-description ...
1 voteHi there,
Thank you for posting on our feedback forum.
1. Regarding the invoice numbering sequence, as some businesses prefer to retain the sequence while some like to start off a new sequence (and due to the fact that the fiscal year varies for each business location), we have not automated this. However, you can easily change the numbering sequence whenever you wish.
2. Regarding the width of columns on the invoice, it’s actually possible to reduce the width of tax columns, thereby increasing the share of item name and description fields. You can try changing the width under Settings > Templates > Invoices > Edit .> Item table.
If you have any further questions, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We request you to drop an email to support[at]zohoinvoice[dot]com with more details on the kind of template you wish to have.
Our support team would be happy to assist you with all possible options.
Regards,
Reshma
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