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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Add outstanding balance to new invoices
Please add a calculated or manual field on the invoice template that enables us to send new invoices containing the outstanding balance from prior transactions. I think that any serious invoicing software should have this feature. It's a must. It helps us collect the debts.
12 votes -
electronic invoices
We'd like the ability to create and send an electronic invoice, for instance in XML format instead of a PDF.
12 votes -
Add custom fields support for timesheet entries
Allow adding custom fields to the timesheet, such as having the option to add private or internal-only notes along side individual entries, in addition to the default description field.
12 votes -
Series de Facturas
Poder ter varias series de Facturas e escolher por cada cliente a serie a usar. em cada serie podia usar um layout e logo diferente. Por exemplo o meu negocio vende coisas diferentes posso usar uma marca do que vendo numa serie de faturas e outro logo e imagem noutra serie de faturas
12 votes -
Statement of accounts only with details of outstanding invoices
An option to generate statement of accounts without payment details, and only details of outstanding invoices.
12 votesHello,
We are so glad to let you know that we have provided the option to send out the “unpaid invoices” list to your customers.
This help document below explains the steps along with screenshots :
https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
Hope you are happy to hear this :)
Regards,
Reshma. -
Calculation of item price from several components and adding margin
Please add 1 level down in the Estimates Item. All our products (displays, posters, custom made advertising materials) contain x amount of parts , but in the estimate we show the ready products price.
for example if we are offering- MUGS WITH CLIENTS LOG
It contains:
plain mugs
set up costs
printing
packaging
artwork preparationNow we combine all this in the excel, add margin of x% and manually enter the end price of the mug in the Estimate. Very time killing. And backwards, if client after some longer time accepts the Estimate, we have to remember(find) what the planned…
11 votes -
Paypal business payments to show up as pending
Paypal business payments should show up as payment pending on client dashboard to avoid confusion. Also, the ability to make a payment on the same invoice twice is a big issue.
11 votes -
Customizable drop-down menu for expense detail
I would like to be able to set up a drop-down selection of user-defined "Tags" for individual expenses. Specifically to associate an expense with a particular client, vehicle, etc. Similar to the category selection is set up currently.
11 votes -
Reset auto generation of invoice numbers on starting of every year
Provides an option to reset the prefix and number for invoice on every new year or send a reminder mail to change the invoice number settings.
11 votes -
Overtime,Double-time and Straight-time
Sometimes I work a 14 hour straight shift. Have a way to check a box for straight thru time. You need a few more choices in the invoice section. But you input (start time / end time) or (choice) amount of hours worked. Popup happens "Do you wish to bill OT and DT" (Yes / No). "Yes" (calculate OT after how many hours (option 8,9,10, 11, 12 . . .)? at option ((Rate)1.5, (choices))? Calculate DT at (you would think * 2 but you never know add choices to better serve)? at option (12,13,14 ...hours))? Then Zoho takes that info…
11 votes -
Classification of timesheet reports by tasks
I'd like to group the details in the time sheet report by the name of the tasks, beside of user, date or project. It would help me to bring my clients the info they need about the time spent by project and task.
11 votes -
Job Management
Job Management.
The ability to manage your daily jobs, book them in and assign to your customers. Then convert them to invoices when complete. Or add expenses to each job to manage equipment, materials etc.11 votes -
retainer balance remaining
it would be good to see the amount of the retainer balance remaining by customer. In the retainer screen there is a "balance" section, but this shows the balance outstanding and uncollected. As a retainer is a pre-payment by a client, showing the balance due is irrelevant. A better field would be the total retainer remaining (i.e. total retainer paid minus any retainer payments applied).
11 votes -
11 votes
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Zoho invoice dashboard: total receivables without tax
I would really like to be able to see at a glance the total receivables before tax. I give the tax straight back (more or less) to the Govt and the toal receivables including tax gives me the wrong impression of how much I am owed. I'd really like to have the option of displaying total receivables nett of tax.
11 votes -
Automated Reminders: Net EOM30
Hi, I'd love to be able to send automated reminders based on time elapsed since end of month (EOM) - in other words, if a client hasn't paid after 30 days since the end of the previous month, a reminder gets sent.
11 votesHello there,
We are glad to inform you that, now you can send automated reminders based on time elapsed since end of month.
We have added two new payment terms in our Zoho Invoice Products.
1. Due end of the month
2. Due end of next monthIf you have any queries, write back to support[at]zohoinvoice[dot]com and we would be glad to assist you.
Cheers,
Reshma. -
ADD: Purchase confirmation Form
Our clients often ask for a confirmation of their order.
Lay out might be like the invoice form,
adding extra information:
1. Expected delivery date (date)
2. delivery partner (lookup table)10 votesHi there,
Thank you for posting on our feedback forum.
We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.
Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.
Regards,
Reshma -
Invoice in negative
Create invoice in negative to make a refound
10 votesHi there,
In Zoho Invoice, you would not be able to create a negative invoice as such. To issue a refund, you can create a credit note for that invoice and record a refund against the credit note.
Credit notes will be counted as negative sales, maintaining your reports perfectly.
You can refer this FAQ page to know the exact steps for recording a refund:
https://www.zoho.com/invoice/kb/credits/refund-invoice-amount.htmlFor further queries, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Custom Form for Purchase Orders
Please add a purchase order form so that purchase orders can be created to support an estimate/invoice.
10 votesHi Ron,
Creating a purchase order is not possible through Zoho Invoice since it primarily focuses on the sales cycle of your business. However, you can achieve it using Zoho Books.
Zoho Books is a super-set of Zoho Invoice and an extensive accounting application. It has every single functionality as Zoho Invoice and in addition, you can raise sales and purchase orders and much more.
You can easily upgrade your Invoice account to Books using the steps mentioned here:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any queries, feel free to drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Make invoice items available as placeholders for email notifications
Currently, the invoice items are not available as placeholders for use in email notifications.
This would be great, since the only context our customers receive currently is contained in the pdf they receive. It would be great if we could include this in the email and even subject.
10 votes
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