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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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68 results found

  1. Designate specific name that appears on estimates (or invoices)

    I often send estimates to three/four people, but one is the designated "contact person," and therefore the person who should appear on the Estimate/Invoice. I can email it to multiple people, but I want to be able to designate one person as the main contact through the check boxes at the bottom of an Invoice/Estimate draft.

    2 votes
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  2. 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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  3. need change

    we are new to Zoho. We have a typical issue. we support SEZ zone company. we are supposed to raise the estimate without adding tax to them to get a purchase order. the company internally avoids passing tax components to them and we invoice the same with tax while submitting the final invoice during delivery. we need a solution immediately to use the product. where if we do zero percent we get line item gst as 0%, it misinterprets the case. kindly provide an alternative solution.

    2 votes
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  4. Statements of estimate customer wise

    How many estimate sended to a customer in a year or a month or custom time frame.

    It is helpful in checking which customer is selling which goods
    I am in jewellery we issues lots of estimates

    2 votes
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  5. Search functionality for the iOS and Android Apps.

    For invoices and estimates equally. We Regularly estimate multiple jobs to the same client. The iOS app has no search feature that we have been able to find and does not display enough information in the estimates list, to distinguish easily between estimates.This means we must remember estimate numbers, or open each estimate one after another to remember what it was for. Tedious and slow, defeating the point of an app on the go. Search features ARE available in a web browser, but why should app users work without such a massive time saving feature?

    1 vote
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    Hi Lydia,

    We certainly agree that the mobile apps should support the critical functionalities like the search option. The iOS app of Zoho Invoice indeed has a search option for each section, which you can make use of.

    Kindly update the app to the latest version and let us know your feedback by writing an email to support[at]zohoinvoice[dot]com

    Cheers,
    Reshma.

  6. Default Items on Estimates/Invoice

    I charge people the same specific items on every invoice. Could there be an option to check so I don't have to click the same 4-5 items for every customer (~65 people a year)

    1 vote
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  7. Create SO (and PO) from Estimate

    After Estimates are accepted by customer we want to convert into SAles order and follow the Sales order process. Ealier we saw Convert to SO option. But now its removed. Convert SO option is required. Automatic conversion to SO if Accepted is also required.

    1 vote
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  8. Modify the clone function

    I would like to have the clone function modified in an invoice or estimate. When I clone a line everything works fine until I want to change the value in a custom field, the value will also be changed in the previous row as if the clone was bound.

    1 vote
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    Hi Patrick,

    We would like to clarify that changing the value of a custom field in a cloned invoice will not make any changes to the original one.

    Having said that, it would be easier for us to resolve the problem you are facing if you could drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  9. Voice dictation of sale orders

    This shd 5x the productivity of any business. Having voice dictation to fill sales orders or invoices. Like dictating 5 units of Milk 200ml shd auto fill the respective items in sale orders. Thanks

    1 vote
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  10. 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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    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.

  11. Choice of email template when a customer accepts an estimate and is automatically sent an invoice

    When a customer accepts an estimate they are sent the standard invoice email template. It would be good to have a choice for this template.

    1 vote
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  12. 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.

  13. Convert Multiple Delivery Challans to Estimate

    We deliver goods using Delivery Challans and fortnightly send an Estimate to our buyer with the description of Delivery Challans and when the buyer confirms that the estimate is ok then we convert that estimate to Invoice. There should be an option of converting multiple delivery challans to estimate with the description of delivery challans.

    1 vote
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  14. 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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  15. 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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  16. 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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  17. 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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  18. Provision to distinguish multiple brands and assign user permission w.r.t. brand names.

    Provision to distinguish multiple brands and assign user permission w.r.t. brand names.

    We deal with Multiple brands and many items under each brand having a sales mgr for diff brands. I want to have provision by which I can restrict or provide permissions to individuals for chosen brands' Estimate preparation / invoices.

    1 vote
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  19. 1 vote
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  20. Administrative Charges %

    in our industry we charge administrative charges of 10% from total estimate or invoice, this cannot be applied using zoho similar to the HST and Tax charges from the total invoice/estimate

    1 vote
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