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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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347 results found

  1. to highlight heading or certain line in bold letters

    how to highlight a heading in invoice or particular line in bold letters

    1 vote
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  2. Timesheet billing should use the hours in the invoice instead of the quantity

    When creating an Invoice from tasks in the timesheet feature, the invoice quantity should reflect the hours instead of numbers quantity.

    Due to roundoff, every tasks loses some amount. Example - if the rate is $30 & the work is done for 20 mins.. then expected total for that line item is $10. But as per the calculations it ends up as $9.9.

    This when happening for every line item eventually becomes a larger difference.

    1 vote
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  3. Allow adjustment for space between lines

    Allow for adjusting space between lines (also known as leading or line spacing). Or allow a way to add blank lines. The space between my logo and the address below it needs breathing room and I've found no way to add any space. I've even tried adding extra space under my logo in Photoshop and re uploading it but your template just deletes any attempt to add space.

    1 vote
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  4. Capability to create internal projects and costs associated to own company

    I've a small IT consultancy company that's now developing our own project to be sold to others. However, we'd like to be able to log timesheets and costs associated to each project, to our own company, without the need to create a client, no invoicing (we are not invoicing ourselves), so it's possible to track and separate costs by category (development time, etc).

    1 vote
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  5. Send Invoice in different designs

    If you run a holding or share service department you need to send out Invoices with different designs or logos, sometimes even different companies. This would be helpfull.

    1 vote
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  6. Bulk Schedule Email invoices

    I like the ability to do bulk sending of invoices via both email and snail mails, but this function is lacking the ability to schedule this/these action(s). At this time, I can only use this ability individually.
    (kinda seems like an obvious thing to have, if you think about it)

    1 vote
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  7. Italy invoice XML form export. Italian Gevernemente requires this documents from January 2019

    Hello,
    zoho invoice will be prepared by the end of this year to electronic invoicing (xml and sending) according to the new Italian legislation?

    Please give us an answer so that we can organize quickly.

    Thanks to the availability

    PS. Consider that it is mandatory therefore not to update your system will make you lose all Italian customers by the end of the year 2018.

    31 votes
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    3 comments  ·  Invoices  ·  Admin →
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  8. Disassociate A Salesperson From Subscription

    We have multiple types of subscriptions. The top tier has a 'coach' associated with the subscription which we equate to 'salesperson' to make it easier to track rev share. When a customer downgrades, that coach is no longer associated with ongoing invoices, therefore we are looking to remove that salesperson and leave the field blank. The App does not allow update with a missing salesperson once one has been associated.

    1 vote
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  9. I have to attach your PDF to a second invoice. It would be nice if I could set a destination file to eliminate searching.

    Make it possible to assign a destination file for your PDF to eliminate searching my entire computer.

    1 vote
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  10. Sales Tax Liability Report

    Need to be able to customize what's shown on the Sales Tax Liability Reports- specifically Customer Name should be noted along with the Invoice Number for easy/quick reference

    4 votes
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  11. Partial payments – should be automatically noted in the thank you note

    I received a partial payment. When I sent the "payment received" email it stated only that the payment was received. Yes, the amount received was mentioned in that mail but not that it was only partial!

    It should say "1000 of 1500 received = 500 still to pay" or similar.

    So how does the client know to still pay the rest?

    Yes, the online invoice had automatically been updated by showing the remaining amount but what if the client doesn't see this?

    It would be good if, instead of triggering an automated late payment warning, the payment received note would…

    4 votes
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  12. Edit email text for scheduled invoices

    I can only edit email text for invoices which are sent directly. However, if I schedule the email, there is no option to edit the individual email text.

    6 votes
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  13. Proper GST report for singapore zoho users

    Zoho should consider implementing proper tax report for singapore customers.

    Otherwise the default GST reports is useless.

    1 vote
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  14. Invoice several customers on one screen with different amounts- then be able to send them via email from that one page

    Being able to enter all invoices for the day in one area would be wonderful and save so much time. Lets say Susan purchases 3 items at @8.25 each, Larry purchases 14 items @ $9.05 each.. I would like to be able to enter in all of that information in one area on separate lines an once all invoices for the day have been inputted- the system can email or print out those email that you had compiled for the day all at once, rather than sending each one separately.

    1 vote
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  15. Enable printing/exporting of Comments & History section

    I would like to be able to do this so I can save the History of an unpaid bill as tax support for a Bad Debt expense.

    1 vote
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  16. i have weekly invoice going out on auto . but i would like it to go out at 1pm please

    i have a weekly invoice going out on auto . but it would be good if i could have it go out at 1pm instead of frist thing in the morining please.

    3 votes
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  17. Standard EU invoice format

    Hello,

    a new XML format for electronic invoices will soon be implemented in Germany called XRechnung. Are you planning to implement this standard in the foreseeable future within Zoho Invoice?
    See info of European Commission: https://ec.europa.eu/cefdigital/wiki/display/CEFDIGITAL/eInvoicing+in+Germany

    Thanks!

    25 votes
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  18. save and send later option for partially paid invoices

    The ability to save and send later for partially paid invoices as I have customers who overpay for one invoice and need the credit carrying over to the following month's. At the moment you have to mark the next invoice as partially paid with the credit and this can sometimes be missed when sending out so if we could mark as save and send later for the remainder this would be very handy.

    4 votes
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  19. Purchase order,Quotation,Proforma invoice generation formats or service will be very helpful

    It would be helpful if you provide us all the formats like PO,Qoutation,PI etc regularly required during business proposals

    1 vote
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    Hi there,

    Thanks for posting on our feedback forum.

    Zoho Invoice allows you to manage your invoicing and thereby the entire sales cycle and hence it includes only estimates and invoices. However, we have another application ‘Zoho Books’ that meets all your requirements.

    Using Zoho Books, you can manage invoicing as well as accounting. Since it helps you handle both sales and purchase transactions, you can raise invoices, estimates, sales and purchase orders, bills and so on.

    If you already have a Zoho Invoice organisation, you can easily migrate it to Zoho Books using these steps:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

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

    Regards,
    Reshma

  20. Automatic Contract

    Let's say you're a hire company and you have an 'Equipment Hire Agreement' that each client signs.
    It would be really good if you could write out a default contract and for each customer add a 'create contract' button that would create/edit the default contract according to the customer. (Customer name, Invoice number and total, hire start date(custom box on invoice) )

    3 votes
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