Zoho Invoice

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If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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  1. 252 votes
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    20 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  2. PayUMoney / PayU Payment Gateway

    PayUMoney provides free gateway to merchants. Please integrate or provide hooks for generic gateway

    46 votes
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    2 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello everyone,

    While there is no direct integration between Zoho Invoice and PayUMoney yet, you can make use of the Razorpay integration, which supports payments through PayUMoney wallets.

    Yes ! Razorpay is an Indian payment gateway that supports payments through all the major debit and credit cards, UPI Payments, 50+ netbanking banks and popular wallets like PayUMoney.

    You can setup the integration using the steps mentioned here :

    https://www.zoho.com/in/invoice/help/integrations/online-payments.html#razorpay

    If you have any queries, you can reach out to us at support[at]zohoinvoice[dot]com

    Cheers,
    Reshma.

  3. Tips Payment

    I think it would be nice if Zoho could also record a tips payment from customer.

    Currently when a customer gave us a tip we can't include it into our Payment record. Instead, it will be noted as "unused amount" which we'll then have an option to return this excessive money.

    22 votes
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    3 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  4. split due dates for example , my payment terms are 50% on due date or on a specific date and the rest are after 70 days

    how can i split the due date?
    if my payment terms are:
    50% on due date
    and 50% after 60 days
    is it possible?

    15 votes
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    1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Need to have the billing card person's name listed on the receipt/invoice

    I need to have the billing card person's name listed on the receipt/invoice. How do I set that up? That way with multiple credit card payments, we know who paid what.

    15 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Direct Deposit

    Would love to be able to grab a direct deposit feed from the bank and assign payments to invoices

    12 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi there,

    Hope you are doing great !

    In Zoho Invoice, it is not possible to integrate your bank account ; Sorry about that.

    However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.

    If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.

    Regards,
    Reshma.

  7. Automated Reminders: Net EOM30

    Hi, I'd love to be able to send automated reminders based on time elapsed since end of month (EOM) - in other words, if a client hasn't paid after 30 days since the end of the previous month, a reminder gets sent.

    11 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello there,

    We are glad to inform you that, now you can send automated reminders based on time elapsed since end of month.

    We have added two new payment terms in our Zoho Invoice Products.
    1. Due end of the month
    2. Due end of next month

    If you have any queries, write back to support[at]zohoinvoice[dot]com and we would be glad to assist you.

    Cheers,
    Reshma.

  8. Custom Form for Purchase Orders

    Please add a purchase order form so that purchase orders can be created to support an estimate/invoice.

    10 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi Ron,

    Creating a purchase order is not possible through Zoho Invoice since it primarily focuses on the sales cycle of your business. However, you can achieve it using Zoho Books.

    Zoho Books is a super-set of Zoho Invoice and an extensive accounting application. It has every single functionality as Zoho Invoice and in addition, you can raise sales and purchase orders and much more.

    You can easily upgrade your Invoice account to Books using the steps mentioned here:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any queries, feel free to drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  9. Notification before credit card expiry

    It'd be great if a user could send automated reminders before some time,say 2 months before credit card expiry of his customers

    9 votes
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  10. 8 votes
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  11. Payment option based on currency

    I would like to automatically associate payment options (e.g. paypal or braintree) with a contact's "currency" chosen. I.e if contact has USD currency, all invoices created have paypay as default payment option. If contact is in AUD currency, defaults to Braintree

    8 votes
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  12. 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
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  13. service tax

    In our business some customers submit and pay taxes to the government directly which is different from tax withheld. FOR EXAMPLE:
    AMOUNT IS: Rs. 100000/-
    Service tax @14.5% is 14500/-
    Total Payable is = Rs.114500/-
    Now I will paid in the following manner
    TAX withheld 10% which is Rs.10000/-
    Service Tax will be paid by the customer it self: 14500/- (submitted to government on our behalf)
    Net Amount paid to me will be Rs. 90000/-
    So you already have tax withheld feature.
    I just want multiple tax withheld options and to rename it for accounts purpose as this is service…

    6 votes
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  14. "Payment - thank you" template should include a copy of the invoice the payment was applied on

    payment thank you template should include a copy of the invoice the payment was applied on

    6 votes
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  15. Please allow currency selection for all the features, like in custom field of 'payment received' preferences, etc.

    Currently the option to select a currency other than base currency is very limited to few features like projects. The real value of this feature will be when we are allowed to select a currency everywhere throughout Zoho invoice.. I was trying to add a custom column in 'payment received preferences' to note the Paypal fee deducted from my USD payment, but the currency is by default the base currency INR without any option to change it. I experienced similar problem while trying other features also. It doesn't make sense.
    Please allow us to freely change the currency for each…

    5 votes
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  16. Using all fields from Invoice in Payment-Thank you template

    When creating a Payment-Thank you template, it would be great to be able to use all the fields from Invoice, including custom fields, as placeholders. This would help us have more personal thank you notes with reference to the content of the Invoice.

    4 votes
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  17. pls make sure to see refund status &partially refund on invoice list

    pls make sure to see refund status &partially refund on invoice list

    4 votes
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  18. Payment Notice Templates

    When recording a Payment and selecting “Send a “thank you” note for this payment.
    I can not choose an Email template or a Payment Receipt template.
    The system sends the default Email and Receipt templates.
    I have created a few Email and Receipt templates, but can not select them when sending a payment notice.
    The Email and Receipt templates were created so that the Emails and Receipts reference the items paid for.

    3 votes
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  19. "google pay"

    It will be great if you can add Google Pay for Indian clients.

    3 votes
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  20. Retainer invoice connected to a project - restrict application of payments to that project only

    Zoho allows you to create a retainer invoice connected to a particular project. However, Zoho allows payments collected on such an invoice to be (mistakenly) applied to other projects.

    Zoho should restrict application of a retainer invoice payment to invoices for the project connected with the retainer invoice.

    3 votes
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