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
-
1 vote
-
Overdue Invoice alert in CRM
Is it possible to have an integration that shows up in the CRM when clients have overdue invoices?
1 vote -
Add the capabilities to insert "options" in the estimates…
Add the capabilities to insert "options" in the estimates… for exemple : I sell plate (total of 20$), in option you can propose spoons for 10$ (it's optional)
1 vote -
Font & Format
There needs to be a format and font feature like a word doc when creating new estimates and invoices. This is in the template feature but it needs to be dynamic and available for each individual invoice or estimate. Example, on my last invoice I wanted to highlight that the clients last invoice was over due but I have no way of highlighting it or bolding, underlining anything. Lame.
1 vote -
Window "Nouvelle entrée dans le journal" > add checkbox "Create another"
It can be practice to have a checkbox "Create another" near de button "save" .
The goal is to stay on window and facilitate the encoding of more informations.1 vote -
better invoice reminder function
invoice reminders - can you make the emails sent from from the invoice function available? Would like them in the sent folder in mail function.
1 vote -
References field in recurring expenses
Add reference field to recurring expenses. Some times we have the same expense category but we must to click to see what is written in the notes. It is simple and useful.
1 vote -
Customizable line designating audio and/or video minutes.
I work as a transcriptionist and often charge by audio or video minutes, so would like to see a customizable line item on both invoices and estimates where I could enter that number, and possibly also a customizable line item whenever a client happens to have the same number of minutes for each audio or video within a series.
On other occasions, I sometimes charge per-word, so I would like to see a line item to invoice that and also for estimates.
1 vote -
allow multiple salespersons to write invoices for same client yet be able to veiw only what they sell
I have multiple technicians provide services to the same large client. I would like to be able to have each one be able to veiw only the invoices they personaly write. otherwise i have to send multiple statements to the same client
1 vote -
BCC to Zoho so sent emails log with clients (like Nutshell does)
I would love to be able to BCC Zoho on email so the email I send gets logged with my client entry in Zoho. Nutshell does that already.
1 vote -
Report
I hope we can add the TIN Number of the Customers and vendors when generating the report in Sales and Purchase so we don't need to create an excel file for the reporting of our Sales and Purchases to our Bookkeeper for TAX Reports
1 vote -
workweek start day set by individual Projects
We are a staffing company, and as such, we have to collect our field employee's hours in accordance with our customer's workweek. Some of our customer's workweeks start on Monday and some start on Sunday. The workweek start date is a global variable in Zoho Books/Invoice. If you would create an optional Project level workweek start day variable, then you would make your software applicable to a much larger audience. Staffing companies account for a very significant portion of the overall workforce labor pool. There are a LOT of staffing companies. You are making it very difficult for them to…
1 vote -
Independent Project Portals for each Client.
We would like to have multiple projects under one client with independent project portal access. At this time you have to list each project as a client for independent portal access. This makes for messy project organization. The natural hierarchy is Client / Project, there needs to be a choice if you want the client to see the portal for a project, or the project to see the portal or both. Thank you.
1 vote -
Translation of payment page when customer portal is not used.
In those cases where customer portal is disabled, if a customer clicks on paypal button (the one included in the PDF file) then it redirects to a page in a different language than the one choosen on the customer profile. I think it is in the language of my account. For example, i have a customer from Brazil (portuguese language) and the payment page has all texts in Spanish, which is confusing for non spanish speakers.
1 vote -
Different Mileage Rates
I have several clients that don't use the Federal mileage rate. However, I cannot create a separate billable expense for this unless I want ALL of my mileage to reflect the different value. I need a way to assign mileage rates to specific clients.
1 vote -
Simplify adding Expense to Invoice: Add to Invoice on create screen or Suggest based off dates
Please reduce total number of actions to create an expense and tie it to an Invoice. Perhaps list the invoices with invoice date closest to the expense's date as a suggestion.
Goal: I'd like to avoid creating an invoice and then switching over to the invoices. While creating the exp I'd love to assign it to the inv I want at the same time.1 vote -
Bundle goods and services under one line i
I would like to be able to bundle goods and services under one line item, allowing for inventory adjustment. For example in QB I have a bundle called "oil change" in that bundle I am able to add items from inventory and add services, the customer only sees "Oil Change" and a total price.
1 vote -
invoice - "Save and close"
"Save and close" button
1 vote -
Due by the end of next+N months
There is "Due end of next month" but I have a customer who's payment term is Net 120 Days / End of Month. I hope I could customize payment terms not only 'next month' but freely. For instance, "Due end of next 4 months."
1 vote -
1 vote
- Don't see your idea?