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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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. 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

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73 results found

  1. Add a.m. or p.m. instead of entering time as military time

    When entering time in the timesheet that we would have the ability to enter the time as it is instead of having to convert it to miltary time

    1 vote
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  2. Billable hours (rather than Logged Hours) vs on Project Snapshot

    The current Project Snapshot shows Logged Hours vs Budgeted Hours. And yet Logged Hours don't impact budget. So where I'm trying to get a handle on how I'm doing against budget, this comparison doesn't help. Hours that are not Billable, for instance, don't affect my performance; so I what I really need to see is how Billable hours are tracking relative to budget.

    1 vote
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  3. Use of items in projects

    Professionals have to book their used materials so they can be invoiced to the customer. It would be very helpfull if we get next to expenses and millage the possibility of booking used materials (items) on projects. When we generate invoices we get these items automatically, with the right price and VAT on the invoice.

    A possibility is to add the right items to the project with the right project prices, so the professional can only book items related to the project.
    An easier way is not connecting any items to the project and let the professional choose form the…

    8 votes
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  4. 3 votes
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  5. Flat rate and hourly rate for tasks of the same project

    An option to include flat rate (fixed cost) tasks and hourly rate tasks for the same project and the ability to invoice them

    9 votes
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  6. Ability to subtract lunch/break times from timesheet

    It would be helpful if we could add in break times to a timesheet, which are subtracted from the total time.

    E.g. I work 9-5.30 with a 30 min break. Currently I either need to enter my finishing time 30 minutes early or create 2 separate time entries, one before lunch and one after.

    Having the ability to include breaks would be helpful.

    22 votes
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  7. project based on cost of many task

    in this moment there are the possibility to fix a budget based on a hour of staf ,or may other...
    My idea is based a project based on a some worker ; example:
    I renew a flat ,
    I've a cost of electrician,Hydraulic, windows,concrete wall,ecc..... ; I want fix my business on a percent of this work..

    Thks

    1 vote
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  8. 6 votes
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  9. link with my location to create a project

    I drive up to a Site, hit make new project, and Soho uses my location to display local businesses- i tap on the one i'm about to enter to do a service call, project is generated and timesheet begins timer for hours on that project. if i forget to stop the timer, it logs when i've left location and closes the timesheet.

    1 vote
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  10. timesheets in calendar mode additional features

    view all timesheets in calendar mode: able to select what info is shown, show hours, project name, task name

    9 votes
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    2 comments  ·  Projects  ·  Admin →
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  11. Project with hour budget per year or quarter

    Add the hour budget for a year or quarter.

    9 votes
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    3 comments  ·  Projects  ·  Admin →
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  12. Project resource scheduling

    Add scheduling features like project calendars, resource allocation, scheduling conflict resolution to the feature set.

    5 votes
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  13. Option to bill per week - invoice to contain date range as line item

    When creating an invoice from a project, provide an option to group time sheet entries by week ending day (e.g. configurable to Sunday for example). This would result in an invoice line item for each week in a project.

    Currently, the options are to have each time entry on a separate line item or all time entries on a single line item

    3 votes
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    2 comments  ·  Projects  ·  Admin →
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  14. Invoice items to time log

    Would be nice to use invoice items directly in time log. Just selecting the item, time, adding description and done. It may end up as new task finally or something but would make monthly billing and invoicing simpler to manage.

    13 votes
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  15. Sort task alphabetically

    It would be really helpful to have the ability to sort tasks alphabetically. It would be much easier to find things.

    9 votes
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  16. I want to send my income & expenditure to my accountant how can i do it

    Monthly returns that I can send to Accountant,

    So I want to send copies of invoices & copies of expensies

    1 vote
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    Hi there,

    If you wish to send the details of your invoices and expenses, you can very well export them in the CSV or XLS format and send it to your accountant. You can refer this help document to know the steps to export your data.

    https://www.zoho.com/invoice/help/import-export/export.html

    While choosing to export the data, you can set a custom date range (“Current month” in your case) and export the invoices/expenses created in that range alone.

    You can also try generating the “Invoice details” report and “Expense details” report and export it if that would suit your needs better.

    For any queries on this, you can write to
    support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  17. 3 votes
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  18. Be able to choose a specific contact for a project

    for a client we can have several projects wich are managed by a specific (different) contact

    7 votes
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  19. Create a task for Projects in Zoho Invoice based on the associated custom field in Zoho CRM

    What we want to achieve is when we create a task/event in Zoho CRM with new custom fields to match the fields in Zoho invoice, it will create a task in Zoho invoice (timesheet) for the products.

    1 vote
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  20. Assign due date to tasks

    I'm just working through your app to see if it can suit my freelance studio's needs...
    The one thing I haven't been able to work out (and maybe it just isn't there?) is how to assign a date to a task.

    I mean that would be great in managing tasks and seeing the deadline approaching.

    2 votes
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