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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Standard EU invoice format
Hello,
a new XML format for electronic invoices will soon be implemented in Germany called XRechnung. Are you planning to implement this standard in the foreseeable future within Zoho Invoice?
See info of European Commission: https://ec.europa.eu/cefdigital/wiki/display/CEFDIGITAL/eInvoicing+in+GermanyThanks!
25 votes -
Send Snail Mail Automatically in Recurring Invoice
Instead of automatically sending Recurring Invoices via email, it would be nice if the invoices could be automatically sent via Snail Mail.
Toggle
[ ] Send Via Email; or
[ ] Send Via Snail Mail25 votes -
ITEMS multi-currency, and automatic exchange rates to customer currency
All items in Zoho Invoice must be currently priced in base currency only, and doesn't allow to involve more than one currency within a single estimate (Euro, an example)
For all our estimates we use the same customer currency (Euro).
Is it possible for ITEMS to add another currency (USD?) with automatic update of exchange rates to customer currency (Euro).
As result we'll be able to use a few items in $ and Euro within a single estimate.
25 votes -
Profit and loss
This is a must have report for any business. We need this ASAP. It doesn't have to be that detailed, it just needs to list income by category (sales), total expenses by category and an overall profit or loss calculation. It would also be great to have this included on the dashboard.
24 votesHello everyone,
Zoho Invoice can help you generate the ‘Payments Received’ and ‘Expense details’ report but it doesn’t have the ability to generate a’ Profit and Loss’ report as such. However, you can easily do this with Zoho Books.
Zoho Books is a single application that can help you with both invoicing and bookkeeping (and hence comes with P&L report). If you already have a Zoho Invoice organization, migrating to Zoho Books is such a breeze. You can refer this link to know the exact steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Inventory Capability
Add Inventory Tracking, Reordering, Cost & Wholesale Pricing Inputs.
23 votesHi there,
Hope you are doing good!
Since Zoho Invoice revolves around the sales spectrum of your business, the purchase cycle and thereby managing the inventory is not possible in Zoho Invoice directly.
However, you can use Zoho Books for this. It’s an accounting tool and a super-set of Zoho Invoice. Zoho Books has everything that Zoho Invoice has; In addition, you can track your inventory and set up reorder notifications when your stock reaches a set value.
To upgrade your organization from Invoice to Books (so that all your data gets transferred to Zoho Books), please refer this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html
If you have any further questions on this, feel free to drop an email to support[at]zohoinvoice[dot]com. We would love to help you out :)
Cheers,
Reshma. -
Option for Cancelling Estimates
Have the ability to cancel an estimate / quote. Not always are the quotes declined, but cancelled for other reasons. When I review my Accepted vs Declined, I receive an inaccurate decline number because I want to keep all quotes for future purposes, rather than deleting them.
23 votes -
USPS Shipping Integration
Need United States Postal Service shipping integration. Right now it's the only thing from saying the ZOHO is perfect for our company. It would be nice to be able to attach a tracking number to an invoice/sales order. Right now we have to use Stamps.com and manually update our PayPal with shipping info.
23 votes -
Tiered Pricing Model
It would be good to have a tiered pricing model in the items
For Example-
100 for the first 25 devices
50 for the next 50
and 25 for rest23 votes -
Recurring Estimates
Add the capability to have recurring estimates, as many clients need to add PO numbers and sign off before invoicing, and this needs to happen prior to invoice.
22 votes -
Custom Invoice Filename
Add the ability to change the name of PDF that is sent to customer
Ex: INVOICE#####CUSTOMERNAME.PDF22 votesHi,
In the email preview page (the page that appears when you hit the “Save and send” option), if you scroll down and click on the invoice PDF title, you’ll be able to change its name.
However, it’s not possible to automate the PDF filename such that the customer’s name appears after the invoice number. Sorry about that.
If you have any other queries, you can write to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Ability to subtract lunch/break times from timesheet
It would be helpful if we could add in break times to a timesheet, which are subtracted from the total time.
E.g. I work 9-5.30 with a 30 min break. Currently I either need to enter my finishing time 30 minutes early or create 2 separate time entries, one before lunch and one after.
Having the ability to include breaks would be helpful.
22 votes -
22 votes
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Sales report with items purchased by invoice
We sell products and we need to know the items sold by invoice. The report shows the total of the invoice. It could also show by invoice what items were sold.
22 votes -
Categorise contacts
catergorise National clients and International clients
22 votes -
Integrate with Zelle payment gateway
Zoho Invoice should have an option to integrate with Zelle payment gateway
21 votes -
CRM fields mapping and auto populating INVOICE fields
When integrating CRM and Invoice or Books. Currently there are only a few fields that are pulled thru from CRM to Invoice / Estimate. Allow Mapping of Custom fields or standard fields in CRM to map and Populate fields in Invoice / Estimate.
For example. Custom CRM field #1 = Custom Invoice Field #1
or
CRM Potential Name: = INVOICE Order Number21 votes -
There should be an option for taxable shipping charges in the invoice
there should be an option for taxable shipping charges in the invoice
19 votes -
19 votes
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19 votes
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Allow portal to be embedded onto external website
Currently the client portal cannot be embedded onto external websites which means I cannot offer this feature through my website - clients need to access the link which then opens in a new scree/window...would be great if i could embed the portal into my website for smooth customer service
19 votes
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