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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.

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70 results found

  1. 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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    0 comments  ·  Estimates  ·  Admin →
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  2. Choose the items of a price list

    When we create a price list for a client it would be useful to have the possibility to choose the items we want to show to him, instead now we are bound to show the whole price list with all the items.
    Adding to this, when I send a list items I intend the client can choose from different items so it would be useful if we could not show the total because it can be confusing for the client.

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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  3. Interactive Estimate

    Its gone be nice if it would possible to send interactive estimate to client that permite him to have more choose with a diffrent price + some colone or option as desired.

    Estimate for byunig a PC :

    PC Tower
    Black + Fan 35$
    White + 2 Fans 55$

    RAM
    IF 4GB RAM 30$
    IF 8GB RAM 50$

    Hours work
    IF do this 15$ per hour
    IF do that 10$ per hour

    Warantie
    IF take this 1 year warranty
    IF take that 2 years warranty

    Thanks for your consideration about this feature.

    9 votes
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    0 comments  ·  Estimates  ·  Admin →
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  4. volume pricing

    Enable the import of line items from Zoho CRM Quotes. Currently ZInvoice does not support price lists that enable volume pricing. ZCRM does.

    1 vote
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    1 comment  ·  Estimates  ·  Admin →
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  5. 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.

    103 votes
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    13 comments  ·  Estimates  ·  Admin →
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  6. Option for Cancelling Estimates

    Have the ability to cancel an estimate / quote. Not always are the quotes declined, but cancelled for other reasons. When I review my Accepted vs Declined, I receive an inaccurate decline number because I want to keep all quotes for future purposes, rather than deleting them.

    23 votes
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    2 comments  ·  Estimates  ·  Admin →
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  7. Recurring Estimates

    Add the capability to have recurring estimates, as many clients need to add PO numbers and sign off before invoicing, and this needs to happen prior to invoice.

    22 votes
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    1 comment  ·  Estimates  ·  Admin →
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  8. Add client's logo in estimates

    I would like to customize my estimates with client ‘s logo and a presentation text

    7 votes
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    1 comment  ·  Estimates  ·  Admin →
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  9. Hide Individual Line Item Costs But Still Show Total Cost

    I would like to see the ability to hide individual line item costs while still showing the total price. I want my customers to see a lump sum price for all items on estimate while having the ability to hide each individual items cost.

    Vote for this idea!!! This needs to be implemented.

    16 votes
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    2 comments  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    In the pre-defined templates of Zoho Invoice, hiding the “Amount” column (which the final amount of a line item) would hide the entire total section too.

    But, we do have a workaround (custom HTML templates) for this. Please reach out to support[at]zohoinvoice[dot]com to know more about this.

    Happy invoicing!

    Regards,
    Reshma.

  10. Calculation of item price from several components and adding margin

    Please add 1 level down in the Estimates Item. All our products (displays, posters, custom made advertising materials) contain x amount of parts , but in the estimate we show the ready products price.
    for example if we are offering- MUGS WITH CLIENTS LOG
    It contains:
    plain mugs
    set up costs
    printing
    packaging
    artwork preparation

    Now we combine all this in the excel, add margin of x% and manually enter the end price of the mug in the Estimate. Very time killing. And backwards, if client after some longer time accepts the Estimate, we have to remember(find) what the planned…

    11 votes
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    1 comment  ·  Estimates  ·  Admin →
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