Zoho Invoice
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1137 results found
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Need to include a spot for Vendor name on expenses, also the ability to include on reports and lists
no spot to include vendor for any expenses, also need to see the description of comments on reports and lists
6 votesHi there,
In Zoho Invoice, you would not be able to manage vendors. But, you can do that with Zoho Books.
Zoho Books is an application that can help you with both invoicing and accounting. In Zoho Books, you have the option to link vendors to expenses.
To migrate your existing Zoho invoice to Zoho Books, you can follow the steps in this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any questions, you can get back to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Several project invoice enhancements
I just like to ask for a few enhancements:
- Add the possibility to specify the items to use to mount the item number and description just once, and then select the projects to include in the invoice, also add a simple option to include all un invoiced timesheets in a given perior or up to date
so you speed up invoicing as you dont have to select for each project again and again the display data
also add an option for sorting, grouping and page break like
sort by date or sort by task
group by task or group by…6 votes -
Single sign-on with Zoho Desk
Currently, customers have one login to the Zoho Desk and a separate login to zoho Invoice. Systems should integrate, when an account is created for invoicing, should allow login to support portal and vise-versa. Also, should have the ability to deny specific users from accessing invoices (only allow support portal access). And allow us to set super-user client that can deny access to invoices for users under their company.
6 votes -
Integration with BluePay
I would like to see Blue Pay as one of the credit card payment options. I am interested in your software. But I don't want to change credit card companie.
6 votes -
Sort expenses by Project Name and have Project Name visible in list of expenses
Would like to be able to sort the expenses list by Project Name and have the Project name visible for each entry in the list of expenses.
6 votes -
Quickly add one user to multiple (or all) projects
Quickly add one user to multiple (or all) projects - I've added a new user and wish to add him to 50+ projects without having to edit each individual project
6 votes -
Sorting invoices based on numbers
When there are invoices more than 1000 and tried to sort invoices by invoice number, it's not sorted properly.
There are some invoices whose numbers are INV-1000, INV-1001, INV-1002 etc.
However, when they are sorted by descending order, INV-999 is listed on the top. It's sorted as INV-999,INV-998,INV-997,....,INV-1000
Hope these are sorted based on numbers.
6 votes -
Please add "All Time" in dropdown menu for Sales / Income / Expense etc.
Currently options are "this fiscal year; last fiscal year; last 12 months; last 6 months".
Since most of our clients are billed over multiple years we would like to see an "All Time" sales total for each of them without having to do a custom report every time.
6 votes -
Integration of Zoho with Payumoney for ecommerce portals who want other currency options other than those already provided.
Please provide integration of Zoho with Payumoney for ecommerce portals who want other currency options other than those already provided.
6 votes -
"Payment - thank you" template should include a copy of the invoice the payment was applied on
payment thank you template should include a copy of the invoice the payment was applied on
6 votes -
Entering Time on Invoice
It would be great if I could add time entries on invoices on a weekly basis. For example, I would be able to enter the date for the first of the week and the date of the end of the week and it would pull in the time for that client. So instead of just adding time up to a certain date, I would be able to add only tasks for specific weeks onto an invoice.
6 votes -
Files for Download
Being able to attach any kind of file either from computer or dropbox/cloud for client to be able download after invoice is paid in full.
6 votes -
Actual vs Budgeted expense reports
Option to see how much you have spent versus the budget and the balance.
6 votes -
Signature integrated in "Email Contact"
Have your signature available when you click "Email Contact" when under the customers contact information.
6 votes -
Email future service reminders from Zoho invoice
Be able to add a field option to sent invoices for future service reminders, follow up customer for either 6 or 12 month reminder options via email direct from zoho invoice
6 votes -
Item Merging
Merging od Items much the same as the merging of clients.
I am currently Migrating a client from NUTCACHE to ZOHO Invoice.
In the process a few ITEMS have duplicated, it would be great to simply merge these items.6 votes -
Users can add expenses without seeing ANY financial information about clients
Currently, when Users are given permission to add expenses they must be given permission to View Clients in order to select a client to associate this expense with. A side-effect of this is that they can then see how much the client owes the company. It would be really good to enable staff to add expenses for clients without seeing this confidential financial information.
6 votes -
service tax
In our business some customers submit and pay taxes to the government directly which is different from tax withheld. FOR EXAMPLE:
AMOUNT IS: Rs. 100000/-
Service tax @14.5% is 14500/-
Total Payable is = Rs.114500/-
Now I will paid in the following manner
TAX withheld 10% which is Rs.10000/-
Service Tax will be paid by the customer it self: 14500/- (submitted to government on our behalf)
Net Amount paid to me will be Rs. 90000/-
So you already have tax withheld feature.
I just want multiple tax withheld options and to rename it for accounts purpose as this is service…6 votes -
Allow business days for Terms, not calendar days
Currently the terms are set up to allow Net 15, 30, etc., but the overdue notices and email reminders are based on calendar days, not business days, yet all my clients operate on business days when processing invoices.
I realize you can change the calendar days that "Net 15, 30 etc." stand for, but this workaround doesn't take into account federal non-working holidays, which also should not count toward the net days.
So right now, when I get a reminder that an invoice is overdue, it's technically not because Net 30 is really 40 calendar days, or more if there's…
6 votes -
6 votes
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