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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Make the PDF Invoices not filled with errors
Right now when you input a $-based discount, it shows up on the PDF as a 0% discount still, so you effectively can't give accurate $-based discounts. Also, after inputing new customers, the addresses are not displayed correctly on the PDF. For the billing address, inputing "Chicago, IL 60603" results in "Chicago,IL 60603" on the PDF. Note the incorrect spacing. On the shipping address, it appears as "Chicago, IL60603" again with incorrect spacing.
3 votesHi Jon,
Thank you for posting on our feedback forum.
First, we would like to clarify that there are no technical issues at our end that could potentially cause the errors you’ve mentioned. To resolve this, we would like to get in touch with you. Hence, it would be great if you can drop an email to support[at]zohoinvoice[dot]com with your contact details.
Regards,
Reshma. -
Make placeholders as available in footers available for all other fields in Estimates / Invoices / Credit Notes
Would be great to have placeholders available for all other fields in Estimates / Invoices / Credit Notes. We are trying to build a confirmation stub, something like "I confirm estimate [placeholder for estimate number], signed by [placeholder for contact name].
3 votesHello,
We would like to know more about your exact requirement so that we can suggest the best possible solution.
It would be very helpful if you can drop an email to support[at]zohoinvoice[dot]com so that our support team can assist you shortly.
Regards,
Reshma. -
Bulk Add Expenses
Apparently this feature was removed...it should be added back in.
3 votesHi there,
Thank you for posting on our feedback forum.
Yes, as you mentioned, we had the “bulk expense” functionality removed for a very short while and it was added back soon.
Please have a look at it and let us know if you have any queries :)
Regards,
Reshma. -
Timesheet Invoice Creation should Use Dates
When using the feature to create an invoice from timesheet data, although I can generate line items for each timesheet entry, the dates are not importable despite there being a date field in my invoice. This should be connectable for automatic import. Putting the date in the Line Item description (though available) is a poor substitute when I have a date field.
3 votesHi Preethum,
Thank you for posting on our feedback forum.
We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same.
Looking forward to your response.
Regards,
Reshma. -
3 votes
Hi Robert,
You can very well import your data from other solutions to Zoho Invoice. The file you’re going to import should be in CSV/TSV formats.
To help you with the import process, we have provided sample CSV files under each module (which you can download). Hence, you can make use of it and ensure that the data is in accordance with the sample file format.
While importing the data, if you have any queries, you can reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
confirmation of the order
we need it in germany to send a confirmation of the order (Auftragsbestätigung) to the customer that he has already order what he order in steps:
- we send an offer
- customer accept the offer
- we send a confirmation of the order that he defently knows what he get with all details of for example delivery etc.
3 votesHi there,
In Zoho Invoice, your clients cannot make an order for the required products. However, the remaining flow is entirely possible.
“1. We send an offer and 2. Customer accept the offer”
For this, you can make use of the “Estimates” section. You can create an estimate and send it to your clients and they can accept it through the client portal. You can refer this help doc to know more:
https://www.zoho.com/invoice/help/estimate/estimate-accept.html“2. We send a confirmation..”
You can set it up such that the accepted estimates can be converted to invoices.
https://www.zoho.com/invoice/kb/estimates/estimate-invoice-automate.htmlHope this helps.
Regards,
Reshma. -
payment term
Payment "term" section to be enabled to the estimate section just like on Invoice section.
It is important for me and my client as I can show them how the term is going to be.3 votesHello,
Thank you for posting on our feedback forum.
Payment terms are typically used to set a due date to an invoice and collect payments within that date. Since the clients cannot make payments for estimates, neither the “due date” nor the “payment term” would come into the picture.
As far as estimates are concerned, it’s a deal you offer which they can accept/decline. To set a date before which you would like them to accept/decline, you can make use of the “Expiry date” field in the estimate.
Hope this helps. If you have any queries, you can write an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Custom Charges Field for Invoices/Estimates
I need to add custom charges in invoices like Insurance charge, legal charge, etc. There are more 5 charges. Currently I can only add two charges Shipping Charge and One Custom.
3 votesHi there,
Since the nature of these charges are business-specific, it would not be available by default in Zoho Invoice. A workaround for this would be to add these charges as line items in the invoice.
You can try this and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
If the label able drag and drop customized manner means it easy to us.
I want to choose label as per my wish in the invoice templete
3 votesHi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, you can very well rename the label of almost all the fields present on the invoice. This can be done under Settings > Templates > Invoices > Edit.
If you can drop an email to support[at]zohoinvoice[dot]com with your exact requirement, we’ll be happy to assist you!
Regards,
Reshma. -
I would like the capability to add additional columns to my invoices.
I work with many numbered files for a client. They require that I reference each one. Within each file, there are additional numbers, which I must also reference.
The capability to add, delete, alter or otherwise customize column headers within Invoices would meet such a need and the similar needs of Zoho users.
3 votesHi Deb,
Thank you for posting on our feedback forum.
For your requirement, we believe the “Custom fields” would be helpful. These are additional fields you can add to your invoices. You can create these custom fields under Settings > Preferences > Invoices > Custom fields.
If you have further questions on this, you can vry well reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
3 votes
Hi there,
Thank you for posting on our feedback forum.
In Zoho Invoice, you would not be able to track inventory for your items. However, you can integrate it with Zoho Inventory and know the available stock for all your items.
From your Zoho Invoice account, you can click on Settings > Integrations > Zoho Apps > Zoho Inventory and link these apps.
If you have any further questions, feel free to reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Option to remove the description field in Items
We should have the option to omit the description field in the items while creating the invoice to save precious time
3 votesHi there,
We would like to inform that the ‘description’ field while creating an item is optional and can be left blank. In the invoice PDFs too, you have the option to hide the ’Description field.
If you need any further help on this, please feel free to write to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
provision to issue LPO
need provision and template to issue LPO(Local purchase order) to suppliers
3 votesHi there,
Thank you for posting on our feedback forum.
Zoho Invoice doesn’t have the option to create purchase orders but you can do that with Zoho Books.
Using Zoho Books, you can manage your sales as well as purchase transactions easily. If you already have a Zoho Invoice account, you can easily move it to Zoho Books using the steps here:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIn case you have any questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Be able to customize which items to show on Estimate/Invoice/Payments Screen
Be able to customize which items to show on Estimate/Invoice/Payments Screen
3 votesHi there,
Thanks for posting on our feedback forum.
By ‘items’, if you are referring to the fields that need to be shown in the estimate/invoices, you can very well customise that under Settings > Templates > Invoices (or Estimates) > Edit. In the page that follows, you would have the option to show/hide fields that appear in different sections like Header, Item table etc..
If you have any other requirements, please drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
countdown
Stopwatch is making me nervous and unproductive.
How about you add a "countdown" option?
eg: "I will dedicate 25min to Task A", after 25min
you warn me, I have a 5min break and then continue
with this or another task..3 votes -
Reduce resolution of receipt images before upload in iphone app
Iphone takes images at very high resolution. So photos taken for receipts take a long time to upload when recording an expense.
The Zoho Invoice app should automatically reduce the resolution of the photo so that uploads are faster.3 votes -
Be able to make part payments without setting up for paypal
Be able to choose allow make partial payments without having to use Paypal or the ability to hide paypal from a payment option to save on paying fees instead of Direct Bank Transfers especially for services that require a deposit
3 votes -
Support Amazon Local Register for credit card processing.
Amazon local Register offers 2.5% on swiped cards and 2.75% on manually entered cards with no additional fees.
3 votes -
Customizing units (show a unit as 20% instead of 0,20)
You can only assign the units in terms of decimals (20% as 0.2) and add a description about if required. However, it is clearer for the client receiving the invoice if we could add the unit in percentages. It would be nice if this option is available!
3 votes -
Separate the revenue collected when a sales person is involved.
Say, I send an invoice to a client and collect money on behalf of my candidates. I might invoice the client for $110. $100 is for the salary of the candidate and $10 is revenue collected from that placement. But in our system, it shows the revenue as $110.There should be a way to separate this $100 and $10
3 votes
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