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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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  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. Flag for invoice with credit note applied

    Hello, good morning.
    I was wondering if it was possible to apply a flag to an invoice to which has been applied a credit note. When I am gathering all invoices for tax purposes it could be helpful to quickly see which invoice is valid and which one has been credited.
    Thanks

    8 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. Invoice in Half Page Invoice

    We request you to provide invoice in A5 size printing with logo, since our items are sold in Retail and we do not want So Big invoice and its Silk Saree and Dress Material Shop.

    2 votes
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    2 comments  ·  Invoices  ·  Admin →
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  3. invoice

    Seria importante agregar las ordenes de compra y las facturas de proveedor en el modulo de zoho invoice, al igual tambien agregar la opción de paquetes como en el modulo de zoho inventory

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. There should be an option for taxable shipping charges in the invoice

    there should be an option for taxable shipping charges in the invoice

    19 votes
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    3 comments  ·  Invoices  ·  Admin →
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  5. invoice in UBL

    create UBL invoice to send to customer (and own accountant who uses Exact online or any other accountancy software)

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi Linda,

    Thank you for posting on our feedback forum.

    We would like to know more about your requirement so that we can assist you with the right solution. It would be great if you can drop an email to support[at]zohoinvoice[dot]com and our team will be glad to help you!

    Regards,
    Reshma.

  6. Send an estimate and a due date information before the recurring invoice gets generated

    Send an esimate and a due date information before the recurring invoice gets generated

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. custom formula

    Add the possibility to calculate based on other field. Also feature like IF, ELSE , AND , OR would be great in order to do much more complex calculations. This would maken Invoicing much more advanced.

    10 votes
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    2 comments  ·  Invoices  ·  Admin →
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  8. Bulk Invoices/reminders/emails to CC multiple contacts on file

    invoices/payment received/reminder emails that are sent in bulk to include a CC of all contacts on the file OR specified department for each customer.

    I notice it only sends to primary contact - it would be great to include a CC of all contacts on their file. "send to all contacts or select department" etc

    Sometimes an invoice needs to be CC'd multiple departments before it gets through to processing, and if that's the case sending out large volumes of invoices would take forever.

    Would be helpful to those who are sending a large volume of invoices

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. OPTION FOR SHOWING A DEPOSIT AMOUNT ON INVOICES

    I am surprised that you have not made accommodation for deposits which are almost universally a requirement for all clients to pay upon receipt of an invoice. We should be able to manually enter an amount, or assign a percentage of the total, or maybe even assign an amount per item, adding up and then giving a total.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, you can manage deposits using the “Retainer Invoices” section. If you are not able to view this section on the leftmost pane, you can enable it under Settings > Preferences > General.

    You can also refer this help document to know more about this section in Zoho Invoice:
    https://www.zoho.com/invoice/help/retainer-invoice/

    If you have further queries on this, you can send an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  10. Allow for change to next invoice date or skip in invoice, or allow recurring invoice to be created early

    For recurring invoices, I can create a manual invoice. This invoice was meant to create the recurring invoice early. The manually created invoice did not, however, increment the Next Invoice Date, which remained unchanged. After speaking with support, I found out that there is no way to change the Next Invoice Date ( I would like to increment it to the next month).

    There needs to be some way to increment the Next Invoice Date for a recurring invoice, either by setting it to skip that month's invoice, or allow the admin to set the Next Invoice Date to the…

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  11. Add bulk edit option to “Mark as Non-Billable"

    In the timesheet section, it would be nice to have the option to “mark as non-billable” as a bulk edit. The current bulk edit options include:

    • Mark as invoiced
    • Mark as Unbilled
    • Delete

    I would like you to add a button to “Mark as Non-Billable” here: https://www.screencast.com/t/JggsPFfxB Currently, you have to open each time entry and uncheck the box manually, which is time consuming and annoying.

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. Ability to add a Withholding tax % field in invoices

    As a contractor in New Zealand I often have to invoice and add a field for a percentage withholding tax. This amount is deducted from my invoice total. GST is applied to the invoice total including this amount.

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. Export comments

    Since follow-ups on late payments of invoices is likely to generate updates in form of comments from users for those specific invoices, it would be great to have the possibility to export whole or a part (eg. last or few last ones) of the comments posted on the invoices for reporting purposes.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. WRITE-OFF

    Had to write off several invoices when client became insolvent but, when I go to reports the invoices show as "paid" instead of "written off" and is confusing my accountant (and me) because I cannot sort or select just the written off invoices to run report for tax purposes. PLEASE make this write-off feature a different category than "paid"

    8 votes
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    2 comments  ·  Invoices  ·  Admin →
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  15. Portugal SAF-T PT. compliance

    Portugal SAF-T PT. compliance

    we move our company to Portugal and every month we MUST send our invoice to the tax office in accordance with the Portugal SAF-T PT. compliance. Is ZOHO compliante? has the required api?

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. Invoices for projects

    Hi,

    I've an IT consulting company. Sometimes the projects has a number of partials payments(example: invoice at the start of the project, invoice in the middle of the project, invoice when we deliver X funcionality and final invoice at the end of project). We don't have any place to input this partials payment and generate the invoices.

    It's possible to create this funcionallity for a IT services companies?

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  17. Multiple Currencies feature for same client.

    Need to add a feature where in one could raises invoices with multiple currencies for the same client.

    13 votes
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  18. In Norway we have an increasing demand for socalled "EHF" invoices to state and municipalities. When will you implement this feature?

    In Norway we have an increasing demand for socalled "EHF" invoices to state and municipalities. When will you implement this feature?

    4 votes
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    3 comments  ·  Invoices  ·  Admin →
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  19. Add outstanding balance to new invoices

    Please add a calculated or manual field on the invoice template that enables us to send new invoices containing the outstanding balance from prior transactions. I think that any serious invoicing software should have this feature. It's a must. It helps us collect the debts.

    12 votes
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    2 comments  ·  Invoices  ·  Admin →
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  20. Track Start and End Time Automatically When Using Timer For Billable Hours

    Currently when you track your time and you use the timer, the system doesn't track the exact time that you pressed 'Start Timer' and the exact time when you clicked 'Stop Timer'. This is a very easy fix to make.

    Many states require exact start time and stop time when billing hours. Instead of requiring us to manually type in start and end time, your Timer function should automatically log when we click start and stop and record that time in the Excel report. This is a very simple fix, and would make tracking time much easier.

    12 votes
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    2 comments  ·  Invoices  ·  Admin →
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