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
1137 results found
-
Invoice number be a sequence of year, month and day (YYYY,MM,DD)
Invoice and estimate number be a sequence of year, month and day (YYYY,MM,DD)
6 votes -
FACTURE NEGATIVE
Il faudrait pouvoir avoir la possibilité de créer des factures négatives notamment pour des factures de charges locatives avec des acomptes versés plus important que le montant de la facture donc remboursement de la part du propriétaire.
Ca nous bloque et c'est assez pénible...6 votes -
sort for custom fields in Contact List
Hello,
the custom views and custom fields are great, but I would like to sort for my custom fields in the contact list. could you implement this sort function?
Thanks6 votes -
Change Base Currency - Without Having to remove existing invoices in that currency
Change Base Currency - Without Having to remove existing invoices in that currency
6 votes -
Add QR Code field on printed and PDF invoice
Need the ability to have a QR or Bar Code on the invoice. Either create a QR Code field and allow a current field(s) to be selected like invoice number. Or create an image field where we can link out to a QR code generator. The QR code would be used to automate such things as delivery, payments, and status changes.
6 votes -
Bulk update next invoice date
Currently, the only way to update the next invoice date for recurrent invoices is to export, update the start_invoice date and then re-import (in batches of 1000 - due to file import size restrictions).
It would be great if it were possible to select any number of recurrent invoices and then use 'bulk update' to change the next invoice date. This would save a huge amount of time and stress in export/importing to perform this function.
6 votes -
Multiple billing methods for tasks within a project
For the A/E industry, our contracts are written by tasks. Task 1 may be a $500 lump sum fee and task 2 may be $5,000. We also typically have Tasks that are hourly. This is a simple modification to your program to allow for one project set up with fees (hourly or set) based upon task not project. I have to set up multiple projects for all my tasks. This makes billings / invoicing so much simpler and setting up projects simpler. Saves time, which saves money.
6 votes -
image in description
apart from general pixel sized image in item, need to add a larger image to description so that match the current work
6 votes -
Separate iOS or Android app or allow existing Invoice App to enter timesheet data when off-line
I work in rural communities and don't have internet access - I want to be able to record my time spent on site immediately and not have to write it down and wait until I have access to the internet.
6 votes -
Edit email text for scheduled invoices
I can only edit email text for invoices which are sent directly. However, if I schedule the email, there is no option to edit the individual email text.
6 votes -
Timer to record seconds
Although seconds are counted in the timer, they are not recorded on the timesheet, and the time recorded is by default rounded down to the nearest minute, which loses a lot of time in the final invoice. I don't want to round up and overcharge my clients. Please can the seconds timed be recorded on the timesheet?
6 votes -
We'd like to use/install our own custom font (google font alegreya sans)
Our company's look & feel is very important to us. We'd like to use/install our own custom font (google font alegreya sans)
6 votes -
dark mode
Dark mode
6 votes -
Show expenses in client portal
Please allow to show billed expenses in client portal (with expense account))
6 votes -
Associate 'Potential' to a Company/Account with a different name
We only sell through 3rd parties (resellers) to whom we send Estimates and Invoices. However, the Potential/Deal (in CRM) is associated with the end customer as we need that information.
Currently when you assign a Potential in an Estimate it only searches for Potentials/Deals with the same Company/Account Name.
Would it be possible to either wildcard the search, or map to a specified account to search for a Potential ?
6 votes -
opt out paper invoice
introduce an opt-out paper invoice button
5 votesHi,
We would like to know more about your requirement. It would be great if you could drop an email to support[at]zohoinvoice[dot]com, explaining the flow you would like to achieve in Zoho Invoice.
Looking forward to your response.
Regards,
Reshma. -
from estimates we need another link to make a performa invoice so that we do not need to make it separately
From estimates we need a link to make a performa invoice so that we dont need to make them separately and a link is not broken between estimates an invoicing stage
5 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 -
ITEM PRICES IN DIFFERENT CURRENCIES (USD AND OTHER)
Hello, the idea is to have items priced in usd as well as items priced in your local currency. It would be great if we could have items priced in different currencies, mostly in the latin american market, where all the import goods need to be priced in usd.
Nowadays zoho lets you decide whether a client is priced in local curreny or other (usd) but it is useless if the products cant be priced in usd. it makes me have to work on pricing of my articles every week, it is time consuming and a cause for mistakes.
5 votesHi Mayri,
We totally understand your requirement. If a customer belongs to a currency other than your base currency and you invoice them, exchange rate will be applied to the item rates so that the customer is invoiced in his own local currency.
However, if you do not want the exchange rates to be applied and you want the item prices itself to be in a foreign currency (USD, in your case), it’s possible using a workaround:
1. You can create a price list and choose to “Enter the rate individually for each item”.
2. After this, choose the price list currency to be USD and enter the USD price of the required items and save it.
3. Now, associate the price list to all the customers you wish to. (Select the contacts using checkbox to the left of each contact > Select “Bulk update” > Choose the… -
OPTION FOR SHOWING A DEPOSIT AMOUNT ON INVOICES
I am surprised that you have not made accommodation for deposits which are almost universally a requirement for all clients to pay upon receipt of an invoice. We should be able to manually enter an amount, or assign a percentage of the total, or maybe even assign an amount per item, adding up and then giving a total.
5 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, you can manage deposits using the “Retainer Invoices” section. If you are not able to view this section on the leftmost pane, you can enable it under Settings > Preferences > General.
You can also refer this help document to know more about this section in Zoho Invoice:
https://www.zoho.com/invoice/help/retainer-invoice/If you have further queries on this, you can send an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Add an expense from a mail client
Option to forward a receipt received from the vendor in email and create it as an expense in Zoho Invoice.
5 votes
- Don't see your idea?