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Zoho Invoice

Welcome to our feedback forum!

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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93 results found

  1. Please supports Traditional Chinese characters for PDF font for Payment Receipts.

    Currently, some traditional chinese characters are skipped. They can appear in the apps but when we want to print it or download in pdf, they are not showing. e.g. "邨" This word is very common in address but we can not print it out.

    4 votes
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    1 comment  ·  General  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Tony,

    Thank you for posting on our feedback forum.

    The PDF font plays a vital role in rendering the characters on the invoice PDF.
    Can you please try changing the PDF font to “AR PL New Sung” (as it supports Chinese characters) and check if the PDF shows up perfectly?

    To know how to change the PDF font, you can refer this:
    https://www.zoho.com/invoice/kb/templates/pdf-font.html

    You can give this a try and send your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  2. Add support for schema email markup

    Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.

    Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg

    Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.

    More info here: https://developers.google.com/gmail/markup/

    6 votes
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  3. Page number format "should" be in this format # of # e.g. (1 of 2 - 2 of 2)

    Dears,
    to protect businesses the number of pages should be not as it is already like. 1 - 2 - 3 - 4 ....
    it should be 1 of 2 - 2 of 2
    where the estimate of invoice shows the actual number of pages for the estimates and invoices.

    6 votes
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  4. Customer Statement Customization

    Please, please enable customization of customer statement fields. I don't know why everything else is customizable except this extremely important document. You have clients all over the world, don't get why there's no option to customize it to your own language.

    36 votes
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    10 comments  ·  General  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    The wait is over! Yes, Zoho Invoice now lets you customize your customer statement and make it appear personalized.

    You can choose a background color and theme, insert your company logo, add header and footer content and whatnot!

    To check this out, switch to Settings > Templates, where you would be able to find “Customer Statement” option in the second left pane.

    The Standard template available under this section can be customized and saved so that all future customer statements would be sent using those preferences.

    Happy invoicing!

    Cheers,
    Reshma.

  5. Track commissions

    I would like to know how I can track commissions for my sales reps.

    For example:

    A customer orders $1000 from Sales Rep A at 10% commission rate. We invoice the customer. 30days later the Customer pays their bill, we pull up a report Sales Rep commissions revenue based. So the report shows us 100 commission payable.

    Example B
    A customer orders 50000 from Sales Rep B at 5% commission rate. We invoice the customer. the customer never pays their bill ( they declare bankruptcy ) If we were to pull up the Sale Rep commission revenue based report we…

    41 votes
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    7 comments  ·  General  ·  Admin →
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  6. Total Hours to appear in Timesheet view

    Total Hours to appear in Timesheet view. Total is shown of the current view (ie. Changes when "View By" is changed). Would like this to appear on the Iphone and Android apps as well so that users can easily see how much time has been entered for a given day, if multiple jobs have been entered

    31 votes
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    9 comments  ·  General  ·  Admin →
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  7. Integration of Distributor Re seller relation.

    1. Provision to input Distributor price and re seller price of a product
    2. Provision to issue Purchase order to Distributor against a Purchase order from the customer
    3. Difference of Tax paid to distributor and Tax collected from Customer
    4. Calculate the profit on each invoice
    5. Provision to input invoice details from the distributor
    4 votes
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  8. Conditional Logic

    Making fields appear on invoice based on conditional logic

    18 votes
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  9. clients to be rewarded for making appointments

    I would love a credit system, whereas clients get a point, or points for every appoinment made, to which businesses can turn into a credit. This will help me reward those who go out of there way and help my business run smoothly.

    1 vote
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  10. Create new tasks in desktop widget

    I'd like the ability to add new tasks for a given project directly from the desktop widget.

    3 votes
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  11. Ship to location order

    In the ship to drop down menu it would be easier to use if locations were in alphabetic order or numeric order. Thanks

    1 vote
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  12. Time entry should assume : when start/stop time entered, auto fill task when only one task on project.

    When entering time it would be helpful if the system could auto add the colon when using start and stop time format. Let me enter 0900 instead of 9:00. Stupid yes, but it would save time. Also, if the system could automatically select the task when there is only one task listed on a project that would be a big help as well. Both would eliminate unnecessary typing and clicks.

    6 votes
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  13. .DOCX Customisable layout for Sales orders, Delivery Notes, Invoices etc

    instead of HTML option which is not very user friendly, have customisable .DOCX templates for all layouts like the competitor Xero.
    this uses merge fields and can be edited using MS Word for example - very easy to use and can get documents looking exactly like you want them rather than being restricted by the very basic templates in ZohoBooks

    1 vote
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  14. Entering time for time tracking, budgeting, estimates or invoices all the same format

    Entering time for for timetracking is done via the "00:00" format. That is great. Entering time for an invoice or estimate, or when budgeting a task is done via the decimal format. This is confusing. I would like to be able to enter always via "00:00", or at least get the chance to choose between them.

    2 votes
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  15. Comments in weekly time log

    All views for entering time allow comments except the weekly time view. For our business, this is the best view. It would be great to allow comments in this view.

    6 votes
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  16. I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks

    I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks

    3 votes
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  17. drag and drop timesheet entries in the calendar view to change the date they relate to

    make timesheet entries in the calendar view drag-able to update the date they relate to.

    3 votes
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  18. AUTO PARTS BUSINESS CURRENTLY USING OTHER COMPANY SOFTWARE

    I AM USING AUTOFLUENT SOFTWARE IS IT POSIBLE TO UPLOAD ALL MY CUSTOMER INFO TO ZOHO ? IS IT POSIBLE TO CONNECT WITH NEXPART THIS COMPANY IN USA ONE OF THE LARGEST SOFTWARE PROVIDER FOR AUTO PARTS PLEASE CHECK THERE WEBSITE WWW.NEXPART.COM THANK YOU.

    1 vote
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    “Is it possible to upload all my customer data to Zoho?”
    - Absolutely! You can import all your customer data into Zoho Invoice by uploading it in CSV/TSV/XLS formats. You can refer this help doc to know more about it:
    https://www.zoho.com/invoice/help/import-export/#import-data

    “Is it possible to connect my Zoho Invoice organization with Nexpart?”
    - Though there is no direct integration between these services, for invoice creation and other functionalities, you can make use of our REST APIs.
    https://www.zoho.com/invoice/api/v3/

    If you have further questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  19. Sync between multiple companies

    I have 2 companies that sales products to the same clients (but due to regulatory restrictions it is easier to have to separated companies when you come to this than having one that sells the 2 kind of products... go figure !). Is there a way to have a synchronised client list between those 2 companies ?

    6 votes
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  20. Approbation step

    Hello,

    Do you plan to improve the timesheet functionality by adding a approbation step, holidays, overtime etc like you have in Zoho People?

    Regards,

    André

    1 vote
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