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
1137 results found
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have an option to convert and invoice back an estimate if needed
have an option to convert and invoice back an estimate if needed
8 votes -
Customer level preference to send recurring invoice automatically
I would like to be able to select which customers are automatically sent new recurring invoices. Currently I think I can set all to DRAFT or all to OPEN. Is it possible to finely tune this feature?
7 votesHi there,
We would like to inform that in Zoho Invoice, you can now set these preferences at recurring invoice level. Meaning, for each recurring invoice profile you create, you can choose whether it needs to be saved as draft/sent/charged and sent.
(Earlier, it can be set only as a global preference and cannot be altered for individual recurring invoice profiles).You can try this out and share your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Barcoding Invoice
It would make life easy if invoices could be barcoded. This will save time from manual search and pulling invoice.
7 votes -
invoice in UBL
create UBL invoice to send to customer (and own accountant who uses Exact online or any other accountancy software)
7 votesHi Linda,
Thank you for posting on our feedback forum.
We would like to know more about your requirement so that we can assist you with the right solution. It would be great if you can drop an email to support[at]zohoinvoice[dot]com and our team will be glad to help you!
Regards,
Reshma. -
Chrome Extension Notes: ability to add notes after stopping timer
When using the Chrome extension to track time, the ability to add notes is only possible before you start the timer. You can also add a note after you stop a timer by going to the "Timesheet" tab and then editing your entry. However, this is cumbersome.
Adding notes prior to starting the timer is not ideal as you may not know ahead of time exactly what you are going to be working on, or how much of the task you will complete for the current time entry.
It would be more user-friendly if the user could add the notes…
7 votes -
7 votes
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Better, more integrated time tracking
Current time tracking features include logging time by duration or by start and end time, starting a timer to track duration, and stopping and resuming a timer. These things can all be done, to varying degrees and in different ways, on the website, in the Android and iOS apps, and via the "Zoho Invoice Timer" Chrome extension.
The current time tracking options are poorly integrated with one another, and some are lacking basic features. Let's take the Website as a baseline, and discuss the others from there.
Website
1) Starting a timer on the website creates a new timesheet entry…
7 votes -
Add client's logo in estimates
I would like to customize my estimates with client ‘s logo and a presentation text
7 votes -
Option to select multiple / all projects for invoicing
Create an option (Picklist) to select multiple / all projects for invoicing.
If you are working on several projects each month and you want to invoice all unbilled project times to a client for a certain period you currently have to pick each project one by one.
7 votes -
Allow Customer to Request Estimate
The customer should be able to request a quote directly in the portal with a large descriptive section and the ability to upload files. Then - the Estimate request could come to me and I could accept/decline the request with some text of my own. If Accepted - it simply becomes an Estimate and I can take it from there. If declined - the request goes back to the customer requesting more information or with my explanation of why I can't provide an estimate.
7 votes -
Be able to choose a specific contact for a project
for a client we can have several projects wich are managed by a specific (different) contact
7 votes -
Font Colors in Notes and Terms & Conditions.
It would be nice to change the Font Colors in Notes and Terms & Conditions.
7 votes -
Integration with JotForm
Integration with JotForm
7 votes -
TDS deducted from Payments
Under the Indian Taxation System, The Client may deduct Tax on Source (Tax Deducted at Source- TDS) from my payments at a particular rate, the credit for such taxes are available to me at the year end when i m filing my taxes, a provision within each client to provide for TDS deduction and applying the deduction on all bills at a fixed % is a better method of presentation. once a client deductds TDS, he shall always deduct TDS from his payments to us
7 votes -
Draft invoice date automatically updated when sent
We often use draft invoices to keep track of ongoing work and then send the invoice once the work is complete, the problem is the invoice date is fixed at the date the invoice was created which can cause problems when the invoice becomes overdue earlier than it should.
Currently we have to remember to edit/change the date every time we send a draft invoice but I'd like the default to be today's date or at least have the option to specify this behaviour in settings.
7 votes -
7 votes
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Add logo of corresponding payment gateway to online payment form
the form where clients give their credit card data is very neutral (which is good). A logo of the corresponding payment gateway (e.g. stripe) would add trustworthiness to the payment form pop-up. Clients want to be sure this is not a fake form.
7 votes -
Increse Payment Button and Make a Payment Text Size
On the invoice, obviously the most important thing is for us to get paid. However, you porvide a TINY payment button and payment text, with NO options to change the font size or size of the button.
This is BAD as customers miss this. The payment option should be large enough to stand out and for customers to see it easily to make their payment. Again - payments are the most important part of invoices!!!!
7 votes -
7 votes
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i want to be able to enter my own fiscal year with my own start/end date
want to be able to setup my own fiscal dates
7 votes
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