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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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69 results found

  1. Option to display a blank space instead of 0.00 for Unit Price and Amount

    This applies to Invoices as well as Estimates: For line items that have a Quantity but no Unit Price (thus, also no line total), I would like the option to display a blank space instead of 0.00.

    I frequently have a line item with a Quantity, Unit Price, and Line Total, where this item represents an assembled product. The following lines are Items and Quantities that are included in the assembled product, but I don't want to show the prices for each of the items included in the assembly. Leaving the prices and line totals blank when the price/total is…

    1 vote
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  2. 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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  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. option to create recurring invoice from accepted estimate

    The option to create recurring invoice from accepted estimate

    4 votes
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  5. 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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  6. 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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    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.

  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. 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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  9. 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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  10. Include on the mobile application for estimates and invoice photo of the work to be done automatically attached to the estimate/invoice.

    The idea is when we are on the field doing and inspection and estimate of the work, have photos from the mobile or table integrated on the form (estimates and invoice). We know that you can attached photos but the idea is integrated in the form immediately.

    3 votes
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  11. Order confirmation option (created from estimate)

    It would be nice to have option to create order confirmation document from estimate to be able to send it to the customer. (optionally a column can be adde i.e. expected delivery time for each item)

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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    Hi Tomaz,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, once a client accepts an estimate, it can be converted only to invoices. However, in Zoho Books, you can create “sales orders”. So, estimates can be converted to sales orders, which can then be converted to invoices.

    If you already have a Zoho Invoice organization, you can easily upgrade it to Books using the steps in this link:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    Regards,
    Reshma.

  12. Transfer Tasks from Estimates to Invoices/Timesheets

    I am a management consultant who uses the Estimate feature to send proposals to clients, detailing the scope definition and tasks for their approval. Once they approve an Estimate, I should be able to import it directly into Timehseet Projects with all of the Tasks so I can charge time against the Tasks as proposed. Better integration with Zoho Projects (i.e. importing project tasks into Timesheets and Invoices) would be even better, but within Invoice, the Estimate should be transferred to the Timesheet so an invoice can be generated each month with whatever tasks have billable time charged against them.

    2 votes
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  13. 1 vote
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  14. percentage of estimates accepted / invoiced / declined

    Generate a percentage of estimate status. ie. 75% invoiced

    6 votes
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  15. 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.

  16. 61 votes
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    11 comments  ·  Estimates  ·  Admin →
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  17. Add the capabilities to insert "options" in the estimates…

    Add the capabilities to insert "options" in the estimates… for exemple : I sell plate (total of 20$), in option you can propose spoons for 10$ (it's optional)

    1 vote
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  18. Terms & Conditions per template

    We have different payment terms for different estimates as we sell two different services with different payment terms. This means that we need to manually paste the terms on each estimate to make sure it reflects the right service. The option of having the Terms & Conditions based on template would therefore solve this problem. Should be that hard to fix.

    3 votes
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  19. Custom Charges Field for Invoices/Estimates

    I need to add custom charges in invoices like Insurance charge, legal charge, etc. There are more 5 charges. Currently I can only add two charges Shipping Charge and One Custom.

    3 votes
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    Hi there,

    Since the nature of these charges are business-specific, it would not be available by default in Zoho Invoice. A workaround for this would be to add these charges as line items in the invoice.

    You can try this and send your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  20. Personalizzazione Preventivi

    Salve
    vorrei sapere se fosse possibile aggiungere immagini ad ogni prodotto del preventivo, e creare una descrizione di presentazione del preventivo con formattazione e immagini.

    grazie mille per la vostra attenzione...

    1 vote
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    Hi,

    We believe our support team responded to you via email regarding this. If you have further queries, you can write back to us via email and we’ll be glad to help you.
    -—————-
    Versione italiana:

    Ciao,

    Crediamo che il nostro team di supporto ha risposto a voi via e-mail in merito. Se hai altre domande, puoi scrivere via e-mail e saremo lieti di aiutarti.

    Saluti,
    Reshma.

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