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
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Send invoices from my email so that it does not get caught in spam
My invoices are ending up in my clients spam folder. It would be better if you could integrate with the popular email providers, like gmail, so that the invoice gets sent from my own email address that my client is used to so that it does not get into their spam.
1 voteHi John,
Thank you for posting on our feedback forum.
When it comes to delivery of emails, the reason for them getting bounced/being landed up in SPAM or not being delivered could be due to multiple factors.
Though we’ve taken all possible measures to increase the delivery rates of emails, a few cases like this can happen even due to stringent policies set by the recipient domain (your clients’ mail client). Hence, it needs to be analysed on a a case-by-case basis to know the cause and find the right solution.
We request you to drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma -
multicurrency
I used to issue invoices to my clients in multi currency, not only one. It is missing very much currency selector each time when issue invoice. Life is life - clients sometimes wants to get invoice in EUR, another time in USD.
1 voteHi Michael,
Thank you for posting on our feedback forum.
Though it’s not possible to invoice a single contact in multiple currencies, you can clone a contact, change the currency alone and create a new record. This way, you can have two records to invoice in both the currencies.
Regards,
Reshma. -
Advanced statistics
Is there a way we can have more statistics on quotes, bills and so on ? Thanks for your reply
1 voteHi there,
Thank you for posting on our feedback forum.
We have recently made some enhancements to the reports. Hence, if you could drop an email to support[at]zohoinvoice[dot]com explaining the exact kind of report you are looking for, our support team would be able to assist you better.
Regards,
Reshma -
vendor
Add a field to the Expenses area to show the vendor. Currently I have to add it to the Notes field and this isn't indexable or searchable.
1 voteHi there,
In Zoho Invoice, since ‘vendor management’ is not available, your requirement cannot be met directly. However, in Zoho Books, you can associate a vendor to the expenses you create.
If you already have a Zoho Invoice organization, you can easily migrate it to Zoho Books using the steps in this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, you can reach out so support[at]zohoinvoice[dot]com
Regards,
Reshma -
1 vote
Hi there,
Since inventory tracking is not available in Zoho Invoice, your requirement cannot be met directly. However, you can upgrade your Zoho Invoice account to Zoho Books to achieve this.
In Zoho Books, you would be able to maintain inventory for your items and also configure the settings to receive an alert when the stock goes below the re-order point.
You can refer this link to know how to migrate your account from Zoho Invoice to Zoho Books.
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, feel free to reach out to support[at]zohoinvoice[dot]com
Regards,
Reshma -
New field below the "Bill to" section
Which can be modified on a case by case basis, without needing to go through the contact list
1 voteHi there,
While creating the invoices, if you click on the billing/shipping address, you’ll be able to view the ‘Attention’ field. Kindly check if it would be suitable for you to add the necessary detail (you want to display) in this field.
Entering the information in the ‘Attention’ field can help you save time as you can do this right from the invoice creation page (without having to go to the contacts list).
By inserting the placeholder for “Attention” in Settings > Preferences > Contacts, you can display this field in the invoice PDF too.
If you have any further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Alphabetical
When adding a new client their names should automatically be added alphabetically to the existing names.
1 voteHi there,
We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.
In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Purchase order,Quotation,Proforma invoice generation formats or service will be very helpful
It would be helpful if you provide us all the formats like PO,Qoutation,PI etc regularly required during business proposals
1 voteHi there,
Thanks for posting on our feedback forum.
Zoho Invoice allows you to manage your invoicing and thereby the entire sales cycle and hence it includes only estimates and invoices. However, we have another application ‘Zoho Books’ that meets all your requirements.
Using Zoho Books, you can manage invoicing as well as accounting. Since it helps you handle both sales and purchase transactions, you can raise invoices, estimates, sales and purchase orders, bills and so on.
If you already have a Zoho Invoice organisation, you can easily migrate it to Zoho Books using these steps:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.htmlIf you have any further questions, you can drop an email to support[at]zohoinvoice[dot]com
Regards,
Reshma -
1 vote
Hi there,
Kindly drop an email to support[at]zohoinvoice[dot]com with your questions so that our support team can quickly help you out.
Regards,
Reshma -
template
Zoho UK, the standard template and Company setup info does not conform to the Companies Act Requirements, editing the template to include this info produces a bit of a 'kludge'
1 voteHi there,
Thanks for the feedback. We completely agree with you, and if you could share more specifics on the fields you’d like to see in the company setup, we can surely revisit this.
Feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Gutschriften intigtrieren
bitte integrieren Sie auch die Gutschriften im Portal.
1 voteHallo,
Wir möchten klarstellen, dass auf dem Kundenportal in Zoho Invoice auch die Details zu den Kundenguthaben angezeigt werden.
Wenn Ihre Kunden die Credits im Portal nicht anzeigen können, wenden Sie sich bitte an support[at]zohoinvoice[dot] com
Grüße,
Reshma -
I use an Authenticator app already, stop asking me to download the Zoho authenticator
I already have an authenticator app setup for 2FA - every other time I login I'm asked to stop using SMS and download the Zoho authenticator.
My account settings show that I have 2FA turned on and that it's Google Authenticator - so 'the computer knows' Surely it's a simple lookup to determine those who are actually still using SMS and only show the prompt to those people.
It's really annoying UX.
1 voteHi there,
We appreciate you taking the time to explain it to us. I agree, the system shouldn’t have regularly prompted to use our Authenticator app, given the fact that you’re already using Google Authenticator.
If you are still facing the prompt, just drop us an email to support[at]zohoaccounts[dot]com
Regards,
Reshma -
Update your help pages!
You know what would be nice? Not spending an hour of my valuable time trying to figure out how to edit a frikkin' address field in an invoice! Your help sections are out of date or just not correct. I just lost an hour I can't get back! You gonna reimburse for that??
1 voteHi there,
We are sorry to hear that! We totally agree that the self-service guides should be intuitive and up-to-date. We ensure to work toward this asap.
We sincerely appreciate your taking the time in bringing it to us.
Regards,
Reshma -
User restriction feature.
Zoho invoice could add an extra feature which does not allow a user to create an invoice unless an estimate is being created by another user/users to even a particular user.
1 vote -
Additional fields for Expense Reports
Option to add our own fields like - Department, group, etc in Expense Reports.
1 vote -
Device Magic Integrations
Would it be possible to Integrate device magic
1 vote -
Emploee to hav right to add time entries for another coworker, yet not seeing details about everybody hourly rate
Right now when I give an employee the right to manage time entry for another coworker, he automacitally access details about all user´s hourly rate and more... in timesheet/project/users
Could the admin right be restricted to JUST adding time for others yet not seeing anothe details about them, appart from the time entries?
The idea is to let emploees having PC skills to manage timesheets for other, but not seeing ANY other company´s private details
Thanks
1 vote -
Integration of Google Wallet
Possible integration of Google Wallet - In the United Kingdom this means that we can receive payments with no fees c/f the % that PayPal might charge.
Would be a great improvement for small business..
1 vote -
Generate JSON attachment to invoice e-mail
When generating an invoice e-mail, allow for an attachment of a JSON data set for an invoice.
Example JSON:
{
"from": { "name": "John Fitzpatrick", "address": "1101 N. Calvert St.", "city": "Baltimore, MD 21202", "country": "U.S.A" },
"invoice number": "INV-000023",
"balance due": 4173,
"bill to": { "company name": "Precision Solutions", "address": "16504 Levade Drive", "city": "Leesburg, VA 20176", "country": "U.S.A." },
"invoice date": "16 Apr 2015",
"terms": "Net 15",
"due date": "01 May 2015".
"items": [
{ "Task": "QBase / OMB 2013-2014 / 53.50H",
"Description": "Professional services for programming and testing.",
"Hours": 78,
"Rate": 53.5,
"Amount": 4173,
}
]
"subtotal":…1 vote -
I would like to have authentication token also for the client portal
I would like to have authentication token also for the client portal
1 vote
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