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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Client approval of timesheet hours directly from email
The addition of Client Approvals is very exciting, however, several of my clients are so busy that they don't want to log in to their client portal to approve hours (maybe they have forgotten password, or it's just more "clicks" than they care to go through). Is there any way they could click on an "approve hours" button directly from the email that they receive from Zoho?
4 votes -
save and send later option for partially paid invoices
The ability to save and send later for partially paid invoices as I have customers who overpay for one invoice and need the credit carrying over to the following month's. At the moment you have to mark the next invoice as partially paid with the credit and this can sometimes be missed when sending out so if we could mark as save and send later for the remainder this would be very handy.
4 votes -
Partial payments – should be automatically noted in the thank you note
I received a partial payment. When I sent the "payment received" email it stated only that the payment was received. Yes, the amount received was mentioned in that mail but not that it was only partial!
It should say "1000 of 1500 received = 500 still to pay" or similar.
So how does the client know to still pay the rest?
Yes, the online invoice had automatically been updated by showing the remaining amount but what if the client doesn't see this?
It would be good if, instead of triggering an automated late payment warning, the payment received note would…
4 votes -
option to create recurring invoice from accepted estimate
The option to create recurring invoice from accepted estimate
4 votes -
Sales Tax Liability Report
Need to be able to customize what's shown on the Sales Tax Liability Reports- specifically Customer Name should be noted along with the Invoice Number for easy/quick reference
4 votes -
Timesheet Details report should allow filter by "Billable" flag
The Timesheet - Timesheet view allows filter by Status e.g. Status: Billable or Status: Non-Billable etc.
However, the Timesheet Details report (Customize Report) does not have this filter which is very important when generating timesheets for billable and non-billable hours.
Due to this missing filter, we're having to implement workarounds like having a Task called "Non-Billable" just for being able to isolate and generate Non-Billable hours reports separately from the Billable Hours (tasks which are implicitly designated as billable). Effectively, making the Billable flag redundant.
Please fix this asap.
4 votes -
Apple Pay via Stripe
Please add the ability to pay using Apple Pay via Stripe. They offer this service as part of their API.
4 votes -
Create custom status on estimates / invoices
Possibility to add custum status on estimates / invoices
4 votes -
Detail view in timesheets
Give us a detailed view for timesheets where we can see the notes
4 votes -
attach timesheet hours as csv to invoice
My client has asked that when I submit my invoice I put a single line for all hours - the total hours. But then attach the timesheet entries for the hours on the invoice.
Presently I have to send the invoice with the daily time sheet entries. The client finds this hard to deal with. He'd like perhaps a csv with the timesheet entires.
if you could do that option it would be great.
4 votes -
Need invoice in USD and INR ( for customs purpose) . ?
How do we generate invoice in INR for an export transaction? The invoicing is done in USD . But for customs purpose we need same invoices in equivalent INR.
4 votes -
Mollie payments gateway
Would be great for European users to have a MOLLIE payments integration in Zoho invoice.
4 votes -
schedule invoice sending
Scheduling the sending of invoice can be done for recurring invoices but not for one time invoices.
It would be nice to be able to set a date and time for the sending of invoice for the case where the service is known to be finished on a given date and that you'll be vacant and away from the keyboard (on holidays) for weeks4 votesHi there,
Yes ! You can now set a date on which the invoice has to be sent :) Just schedule your invoices and carry on with your vacation, while Zoho Invoice takes care of the invoicing part.
Check it out here – https://www.zoho.com/invoice/help/invoice/sending-invoice.html
Regards,
Reshma. -
step customer order
Betweens Estimate and Invoice, the step Customer Order is need.
You can have an order but do not create Invoice. It is a temporary step but important to have.3 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, it’s not possible to create ‘customer orders’ as such. However, in Zoho Books, you would be able to convert estimates into ‘sales order’s, which can then be converted to invoices.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you further on this.
Regards,
Reshma -
Automation customer statements
Please add the ability to automatically issue contacts a statement on the last day or last business day of each month. This would reduce a lot of workload for users
3 votesHi Geoff,
Thank you for posting on our feedback forum.
We have recently rolled out an enhancement that can serve as a good workaround to your requirement.
You can now print/email the customer statements of up to ‘25’ contacts in bulk.
To try this out:
- Navigate to the “Contacts” tab;
- Select the contacts whose statements you need to print/email;
- Set a date range (The transactions created within this date range will be included in the statement);
- Go for the “Send customer statements” or “Print customer statements” option.Give it a spin and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
invoice show total of all invoices due
Can we have an option that shows on the Invoice for a customer, their current status of account. eg. I have customers who pay a lump sum in advance, each month the Invoice simply shows a that it's paid but doesn't show what their credit balance left is. Also if a customer hasn't paid the last bill, it would be good to show on the Invoice that they have an overdue balance without affecting the overall totals on that invoice.
3 votesHi Dale,
Thank you for posting on our feedback forum.
1. For letting the clients know their credit balance, you can give them access to the client portal. When they login to the portal, they would be shown a dashboard which has information about their “Credits available”.
2. Displaying their overall balance due – For this, you can insert a placeholder in the email templates.
- Move to Settings > Email templates > Invoice notifications > Show mail content;
- Use the “Insert placeholders” option and insert the placeholder for “Customer Balance”;
- Save the changes.The above placeholder will just display their overall unpaid amount without affecting the balance of the current transaction.
If you have any doubts on this, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
la posibilidad de la impresion pos o formato para impresora de tiket
la posibilidad de la impresion pos o formato para impresora de tiket
3 votesHola Jhonny,
Puede utilizar la plantilla "Minorista – Estándar y establecer el tamaño del papel a 3 “o 4” para que pueda imprimir las facturas en una impresora POS.
Haga clic en Configuración> Plantillas> Facturas> + Nuevo y elija la plantilla “Venta al por menor – Estándar”.
Si tiene alguna pregunta, puede llegar a apoyar [at] zohoinvoice [dot] com
Saludos,
Reshma.
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Hi Jhonny,You can make use of the “Retail – Standard” template and set the paper size to 3" or 4" so that you can print the invoices on a POS printer.
Please click on Settings > Templates > Invoices > +New and choose the “Retail – Standard” template.
If you have any queries, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
appointments
we need something where we can add appointments and keep track of them
3 votesHello,
We believe Zoho Creator would be the perfect fit for your requirements. You can visit the below page to know more about Zoho Creator:
Hope this helps.
Regards,
Reshma. -
alternative offered also
some items are an alternative position.
Its important to see the price , but do not add the price.3 votesHi there,
We would like to understand your requirement better so that we can help you with the right solution.
Can you please write an email to support[at]zohoinvoice[dot]com with more details on the same?
Our support team will be happy to assist you!
Cheers,
Reshma. -
Subject Line in Expences
Whenever we are entering an expense first think to be shown is "Subject", as to what is expense has been made.
3 votesHi there,
To record ‘as to what an expense is made’, you can make use of the “Expense Category” field. You can also create your own categories under Settings > Expense category.
Hope this helps.
Regards,
Reshma.
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