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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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69 results found

  1. Adding the client name to "Estimate(XXX) has been accepted" email and mobile notification

    Adding the client name to "Estimate(XXX) has been accepted" email and mobile notification

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  2. option to create recurring invoice from accepted estimate

    The option to create recurring invoice from accepted estimate

    4 votes
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  3. option to create proposals

    Option to create proposals. Something similar to Freshbooks which allows users to create estimates and proposals

    1 vote
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  4. invoice level images instead of item level

    I would like to be able to add two to three large images to the invoice/estimate/sales/order at the invoice level, not at the item level, thanks.

    6 votes
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    0 comments  ·  Estimates  ·  Admin →
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    Hi there,

    If your requirement is to add images at invoice-level, you can add them as attachments to the invoice so that it gets sent to the customer when you e-mail the invoice. You can attach files while creating/editing the invoice.

    In case you have any questions, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  5. Sub Title or Bold Line for a separated section in Estimate and or Invoice

    Be able to create a separation to show charges in sections like all Charges for a special part or date with a Sub Title and perhaps a bold dividing line to indicate section or new topic heading within the master estimate or Invoice

    8 votes
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    1 comment  ·  Estimates  ·  Admin →
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  6. Customer accept estimate via clientside portal - Customer add order number

    I have had customers view their quotations (estimates) via the client side portal, and then they have accepted the quotation. We get an email from zoho to tell us the client has accepted the quotation. But we then have to emailthe customer, or call them and ask for an order number, so I can put the order number on the draft invoice. when a client accepts a quotation, they need to be given the option to fill in an order number. No customer places an order without an order number anymore.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  7. Document page breaks

    I'd like to see an implementation of elegant page breaks on Estimate and Invoice documents. Possibly adding the flexibility to manually determine where the page breaks.

    2 votes
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  8. 61 votes
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    11 comments  ·  Estimates  ·  Admin →
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  9. Cloning both billing address AND customer address (drop-down access)

    Simply put, I am a subcontractor that sends proposals to several contractors for the same project through a shared network. I would like to eliminate the redundancy of entering the JOB location when I change the contractor I am sending to.

    Default- this info must be entered every time, even on a cloned proposal.

    1)create proposal with client and project location info (new or existing in drop-down)
    2)save draft/send
    3)clone
    4) select new/different client (from dropdown)
    5)*still have to manually enter project location (rather than info xfer from original)
    6) save/send etc.

    Trying to eliminate step 5.
    Thanks!

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  10. Template

    It would be nice to be able to select a template that prefills products onto the estimate. So if bundle 1 always has items x y and z my agents dont have to fill out it every time.

    27 votes
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  11. multipler

    I need a multiplier added to the items field. I rent equipment to clients and my prices are perday. i need to be able to bill them for multiple days.

    Example:

    Item: Power tool
    Dailyrate: $50
    Days Rented: 4
    Total: $200

    Basically just add a multiplier to the items field. I will have to look to another application provider without this being available.

    6 votes
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    1 comment  ·  Estimates  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    For this particular requirement of ours, we would suggest creating an item with the name “Power tool” and rate set to “$ 50”.

    While creating the invoice, you can just pick this item and enter the “Quantity” as 4 so that the final amount becomes $ 200.

    Also, inside template settings, you can rename the fields “Rate”, “Quantity” and “Amount” fields if you wish.

    Kindly give this a try and let us know your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  12. ITEMS multi-currency, and automatic exchange rates to customer currency

    All items in Zoho Invoice must be currently priced in base currency only, and doesn't allow to involve more than one currency within a single estimate (Euro, an example)

    For all our estimates we use the same customer currency (Euro).

    Is it possible for ITEMS to add another currency (USD?) with automatic update of exchange rates to customer currency (Euro).

    As result we'll be able to use a few items in $ and Euro within a single estimate.

    25 votes
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    0 comments  ·  Estimates  ·  Admin →
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  13. Convert multiple estimates into a single invoice with each estimate as a line in the invoice

    My clients want to have all of the work I do for them regrouped in a single invoice. I would like to be able to convert several estimates into one invoice.

    69 votes
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    1 comment  ·  Estimates  ·  Admin →
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  14. 8 votes
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    1 comment  ·  Estimates  ·  Admin →
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  15. Font Features for Estimates and Invoices

    When I build an estimate with many categories and line items, sometimes I'd like to Bold a heading and or make a line item Red or something important I'd like to underline.
    I've brought this up before, and I was told to just make a custom template but that's not convenient at all. Need a small box off to the side where I can make these little changes quickly.

    9 votes
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    3 comments  ·  Estimates  ·  Admin →
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  16. Price Range Option

    Need to have the option to type in a price range in the "price" section.
    Some projects have a range of pricing based on how much work is done (example: $100 - $500).

    8 votes
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    0 comments  ·  Estimates  ·  Admin →
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  17. Accept and Making an advance payment (retainer)

    Would like client to have ability to accept and make an advance payment per Retainer settings by visiting %EstimateURL%

    6 votes
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  18. Group Header

    We would like to be able to group articles under a common header. For example, in the same estimate, I want to sell articles regarding the "sound" and the "light"
    We would be able to have a "Sound" section with all the articles and the option to get a subtotal for this.

    38 votes
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    4 comments  ·  Estimates  ·  Admin →
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  19. Optional Items in Estimates, Allowing customer to select item he needs

    An estimate with multiple variety items can be submitted to customers. The customer must be able to select the items he needs( allowing the customer to select items and quantity) and accept the estimate.

    99 votes
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    13 comments  ·  Estimates  ·  Admin →
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  20. Add "Completed" Status for Estimates

    Right now Estimates can only be "Sent", "Accepted", or "Declined". I do not bill by the individual estimate so converting to an invoice is not an option. I need to ability to know when a particular estimate has been completed so I can recognize that it is not an active job.

    8 votes
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