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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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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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70 results found

  1. Set the From: address of an emailed invoice or estimate to the logged in user

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  2. 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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    0 comments  ·  Estimates  ·  Admin →
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  3. 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

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    0 comments  ·  Estimates  ·  Admin →
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  4. 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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  5. 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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  6. 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)

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    0 comments  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    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.

  7. 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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    0 comments  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    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.

  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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    0 comments  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    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. 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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    0 comments  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    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.

  10. Estimates to be pulled into the CRM as a follow up tool

    Once an estimate is inputed this is then pulled into CRM as a hot lead and can be used for following up

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