Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1137 results found
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Accept and Making an advance payment (retainer)
Would like client to have ability to accept and make an advance payment per Retainer settings by visiting %EstimateURL%
6 votes -
Desktop Editions
Having a desktop eidition would be great.
6 votes -
custom invoice template online payment
Show invoices using custom templates on the web portal. Currently, the PDF uses the custom template but the Preview and the Web Portal default to a standard template. It confuses customers right when we need them to trust the online payment system.
6 votes -
Add expense to existing recurring expense
I'd like to be able to set a previous expense as a now-created recurring expense profile.
6 votes -
Integration with Instamojo Payment Gateway
Please add Instamojo as Payment Gateway.
6 votes -
Split taxes on expenses
Some expenses have lines (Gratuity for example) that are not taxed (GST). It would be nice to specify this so that the numbers match when brought into an invoice for billing.
6 votes -
Generate invoice and delivery note when only partial delivery is done
Generate partial invoice and delivery note when only partial delivery is done
6 votes -
Inclure les avoirs dans les rapports
Dans le rapport chiffre d'affaire par vendeur, il faudrait déduire les factures d'avoirs pour connaître le chiffre d'affaire réellement réalisé.
6 votes -
Page number format "should" be in this format # of # e.g. (1 of 2 - 2 of 2)
Dears,
to protect businesses the number of pages should be not as it is already like. 1 - 2 - 3 - 4 ....
it should be 1 of 2 - 2 of 2
where the estimate of invoice shows the actual number of pages for the estimates and invoices.6 votes -
Add support for schema email markup
Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.
Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg
Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.
More info here: https://developers.google.com/gmail/markup/
6 votes -
Project Milestone or Task completion based Invoicing rather than task time based
We bill according to Completion on Project task or Milestone, so Timesheet option should rather be Project what should be allowed is invoice project based on milstone or task completion bases and/or billable time spent on the task
This will help track Project Cashflows
6 votes -
Create recurring expense and populate from date range
When creating a recurring expense, it can only begin from the entry point, the ability to backdate, or add a start date (already there) and have the system populate that for every repeat (ie weekly, monthly etc).
Come tax time add an expense you may have missed and having it populate for the last 12 months is a basic but useful feature. Adding each one manually would be such a slow and tedious process when it could easily be done in the system.
6 votes -
Bulk Invoices/reminders/emails to CC multiple contacts on file
invoices/payment received/reminder emails that are sent in bulk to include a CC of all contacts on the file OR specified department for each customer.
I notice it only sends to primary contact - it would be great to include a CC of all contacts on their file. "send to all contacts or select department" etc
Sometimes an invoice needs to be CC'd multiple departments before it gets through to processing, and if that's the case sending out large volumes of invoices would take forever.
Would be helpful to those who are sending a large volume of invoices
6 votes -
More Filters for the calendar view of the timesheets
For example :
different colors for each user
Filter by project and by user...6 votes -
Sync between multiple companies
I have 2 companies that sales products to the same clients (but due to regulatory restrictions it is easier to have to separated companies when you come to this than having one that sells the 2 kind of products... go figure !). Is there a way to have a synchronised client list between those 2 companies ?
6 votes -
Send an estimate and a due date information before the recurring invoice gets generated
Send an esimate and a due date information before the recurring invoice gets generated
6 votes -
percentage of estimates accepted / invoiced / declined
Generate a percentage of estimate status. ie. 75% invoiced
6 votes -
Comments in weekly time log
All views for entering time allow comments except the weekly time view. For our business, this is the best view. It would be great to allow comments in this view.
6 votes -
users - filter
Hi,
It would be a great enhancement to be able to filter on users. Active - Inactive, sales role, custom roles...
Hope you like this idea!
6 votes -
Time entry should assume : when start/stop time entered, auto fill task when only one task on project.
When entering time it would be helpful if the system could auto add the colon when using start and stop time format. Let me enter 0900 instead of 9:00. Stupid yes, but it would save time. Also, if the system could automatically select the task when there is only one task listed on a project that would be a big help as well. Both would eliminate unnecessary typing and clicks.
6 votes
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