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
1134 results found
-
PO to suppier
Kindly add option for sending PO to supplier, if readily available please let us know
1 voteHi there,
Hope you are doing good!
Zoho Invoice typically deals with the sales cycle of your business and hence you can add your customers’ information here but not vendors (suppliers). To manage both clients and vendors, you can opt for Zoho Books.
Zoho Books is an accounting tool and a super-set of Zoho Invoice. In Zoho Books, you can create Purchase Orders and associate it to vendors ; You can email them as well. If you are using Zoho Invoice already, you can upgrade it directly to Zoho Books so that all your Zoho Invoice data gets transferred over there. To know the steps to upgrade from Zoho Invoice to Zoho Books, you can refer this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html
If you have any further queries, just drop an email and we would be happy to help you out.
Regards,
Reshma. -
Please add a comment section at the side of the overview page
It would be very useful to have a comment section in the contact overview that could be instantly accessed by all users for scratchpad and temporary comments (the notes field unfortunately requires a number of click-throughs to get to, but is still useful for more permanent notes).
An area at the side would be preferable to the top, since comments at the top mean you have to scroll down to see all the contact information.
1 voteHello Everyone,
We are happy to announce that now you can create multiple comments for your Contacts.
Kindly have a look at our help document in the link mentioned below.
https://www.zoho.com/books/help/contacts/contact-actions.html#comments-contacts
Give a hands on try and if you have further queries feel free to get back to us at support[at]zohobooks[dot]com.
Regards,
Reshma -
0 votes
Hi there,
In Zoho Invoice, you can print the statement of up to 100 customers in one go. To try this out, please refer this link:
https://www.zoho.com/invoice/help/contacts/contact-actions.html#bulk-customer-statements
Hope this helps.
Regards,
Reshma. -
Split Expense
Option to split the expense amount between staff or days
0 votes -
Please move comment areas to the side of invoices etc. instead of the top
It would be great to have comments at the side in order to view an entire invoice without having to scroll down to see complete info.
0 votes -
Club expenses in a folder after completion of a tax year
Archive expenses into a folder after every tax year.
0 votes -
0 votes
-
0 votes
-
Option to create recurring invoices from an estimate or the option to view the recurring invoices in the 'Invoices' module.
Option to create recurring invoices from an estimate or an option to view the recurring invoices created for a particular invoice in the 'Invoices' module.
0 votes -
0 votes
-
0 votes
-
Add Payments Made to Overdue invoice reminders
If a reminder is sent about an outstanding invoice, adding a field which states the payments already made to that invoice would be great.
So the customer gets an invoice number, the amount already paid and the amount which is remaining/Due.The field is already in the invoice template as "Payments Made" and shows in invoices, so referencing that data into the reminders could be a quick and easy solution to a very much needed function.
0 votes -
0 votes
-
Estimates to be pulled into the CRM as a follow up tool
Once an estimate is inputed this is then pulled into CRM as a hot lead and can be used for following up
0 votes
- Don't see your idea?