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

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347 results found

  1. Add a Payment Schedule to invoices

    I'm offering my customers payment plans on their purchases for 3, 6, 9 and 12 months. I would like to be able to create a single invoice with their total amount, and then a payment schedule so they can pay their invoice monthly for a specific amount (amount depends on their payment plan terms). This way they can keep track of their remaining balance and have the option to pay more at any time to pay their balance off early. I don't want to use recurring invoices because this would not be the best way to manage their purchase. The…

    3 votes
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  2. auto update of manually set date fields within invoices

    Our services are performed over a monthly period of time that remains that same from month to month, yet the invoices must show the service period. We have set a From/To set of dates for invoices. Is there anyway to be able to either auto-update or bulk update on these fields?

    1 vote
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  3. Display applied Price list name/discount on the invoice

    Currently, when using price lists to discount products for particular customers, they have no way of knowing/confirming/appreciating the gesture.

    Please add an option to display the applied price list name/discount on the invoice so that the customer sees the fact that he received the discount.

    Many thanks.

    3 votes
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  4. pro forma

    would be great to have an option to create Pro forma invoice and after Final invoice for the same order

    1 vote
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  5. Europe: link specific client to specific national TAXrates and Invoice Template

    In Europe a company can act with several national Tax numbers in the different EU countries: French tax number for France, Dutch taxnumber for Netherlands, etx;
    Due to the different tax regulations in the different EU countries it would be useful to link specific clients to specific taxrate and to a specific invoice template. For ex. french client linked to french Taxrates and to the invoice template for french clients

    3 votes
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  6. Need invoice in USD and INR ( for customs purpose) . ?

    How do we generate invoice in INR for an export transaction? The invoicing is done in USD . But for customs purpose we need same invoices in equivalent INR.

    4 votes
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  7. attach timesheet hours as csv to invoice

    My client has asked that when I submit my invoice I put a single line for all hours - the total hours. But then attach the timesheet entries for the hours on the invoice.

    Presently I have to send the invoice with the daily time sheet entries. The client finds this hard to deal with. He'd like perhaps a csv with the timesheet entires.

    if you could do that option it would be great.

    4 votes
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  8. Add appendix to estimate and create one pdf

    I often have additional notes and conditions that i'd like to share on a per proposal base. I don't like always that they are in seperate attachments. I'd like to see the following enhancement of the solution:

    Adding attachments to an estimate and merging them to one PDF when client views estimate.

    Providing this option to do this on a per estimate base would further enhance the solution.

    3 votes
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  9. Tracking Refunds With Their Invoices

    I need to be able to see refund status when looking at the paid invoice. Even if it only says if it has been refunded or partially refunded, I'd get so much usefulness out of that, and for that information to be included in exports of invoices.

    3 votes
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  10. Series de Facturas

    Poder ter varias series de Facturas e escolher por cada cliente a serie a usar. em cada serie podia usar um layout e logo diferente. Por exemplo o meu negocio vende coisas diferentes posso usar uma marca do que vendo numa serie de faturas e outro logo e imagem noutra serie de faturas

    12 votes
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  11. allow a different email address to be used for the reminders.

    allow a different email address to be used for the reminders.

    1 vote
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  12. añadir la opción de pedidos y la de albaranes y que se pueda convertir de pedido a albaran y de albaran a factura

    Seria de mucha ayuda si se añadiese la opción de crear pedidos y albaranes. También convertir un pedido en albarán y un albarán poderlo facturar de manera fácil.

    1 vote
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  13. allow adding VAT to project hours for recurring invoices

    While it is possible to add taxes to items in recurring invoices, I cannot seem to find a setting to add taxes (VAT) to associated project hours.

    For now I let Zoho create the recurring invoice, remove the project hours, then add them back with the right tax. It would be nice if this was possible automatically.

    Thanks for the consideration!

    1 vote
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  14. Develop an option to create Cash Invoice

    Please develop an option to create Cash Invoices, without evening entering the customer name.

    3 votes
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  15. Create a simple import from excel/page feature to update payment using invoice number only

    Current xls require too many details and time consuming. Invoice number alone is enough once uploaded review and post payments would be great.

    1 vote
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  16. Header details on all pages

    All pages should have header details with logo and details of the organisation as well as inoivce number and date etc. The page number should also come in (No. out of No. of pages) format.
    I have set organisation logo, names address etc in header field of the template, but still the second page does not have this information. No one can tell that the first and second page belong to the same invoice.

    3 votes
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  17. 1 vote
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  18. Make labels for "Due by the end of this/next month" editable

    In France, payment terms are described either as net or "xx days end of month".
    "Due by the end of next month" do the job but I wish I could change this label for "xx days end of month" which is a mandatory legal information here in France.

    For example: "45 days end of month" means date of invoice + 45 days then last day of month (exactly end of next month in this case)

    1 vote
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  19. packing list

    hello
    i have started using the zoho invoice, in the packing lit option, it generates a single page packing list,
    my concern is we have items in thousands, our invoice is made of like 100s of items, all items can not be packed in same box, so we have to pack to products in multiple boxes,
    at the present i am preparing packing list in excel but i need to get this feature in zoho invoice.
    also there should be an option for net weight, gross weight, dimensions of the boxes

    2 votes
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  20. 1 vote
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