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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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1151 results found

  1. 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
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  2. Needed updates on app Invoice and Estimate view

    When looking at the Invoice/ Estimate Please add these features.

    1. Click the address to get driving directions (this is in the customer view please add to the estimate and the Invoice View)
    2. be able to call the customer. (If you are looking at an estimate and want to call that client it is like 40 clicks, it is too difficult to call the customer about one invoice in particular.)
    3 votes
    0 comments  ·  Mobile apps  ·  Admin →
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  3. Show expenses in client portal

    Please allow to show billed expenses in client portal (with expense account))

    6 votes
    How important is this to you?
  4. Bulk categorisation of uncategorised transactions

    1) I set rules under Manage rules before importing statements.
    2) All the rules were applied and properly categorised by applying the rules when I imported.
    3) After a few months, I notice around 100 transactions were new for which ' Rule 'could not be set up as it was found after a few months of. the transactions were imported. I had linked my Bank for direct import.

    Here is the catch: Presently, I need to select each and every un-categorised transaction to categorise wasting precious manhour.

    It would be appreciable to bulk categorise such un-categorised transaction of the same…

    1 vote
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?
  5. Detail view in timesheets

    Give us a detailed view for timesheets where we can see the notes

    4 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?
  6. ability to print a service tag label, example xxx123 that ties up to a service.

    ability to print a service tag label, example xxx123 that ties up to a service job.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  7. Customer status should trigger a Workflow

    Actually this should go under Automation category, but since there is no such, I enter it here.
    So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
    Customer status is Active.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  8. packing list

    hello
    i have started using the zoho invoice, in the packing lit option, it generates a single page packing list,
    my concern is we have items in thousands, our invoice is made of like 100s of items, all items can not be packed in same box, so we have to pack to products in multiple boxes,
    at the present i am preparing packing list in excel but i need to get this feature in zoho invoice.
    also there should be an option for net weight, gross weight, dimensions of the boxes

    2 votes
    0 comments  ·  Invoices  ·  Admin →
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  9. 1 vote
    0 comments  ·  Invoices  ·  Admin →
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  10. split due dates for example , my payment terms are 50% on due date or on a specific date and the rest are after 70 days

    how can i split the due date?
    if my payment terms are:
    50% on due date
    and 50% after 60 days
    is it possible?

    15 votes
    1 comment  ·  Payments  ·  Admin →
    How important is this to you?
  11. barclaycard

    Integration with Barclaycard would be nice as they are one of the biggest providers in the UK.

    3 votes
    How important is this to you?
  12. Update your help pages!

    You know what would be nice? Not spending an hour of my valuable time trying to figure out how to edit a frikkin' address field in an invoice! Your help sections are out of date or just not correct. I just lost an hour I can't get back! You gonna reimburse for that??

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    Hi there,

    We are sorry to hear that! We totally agree that the self-service guides should be intuitive and up-to-date. We ensure to work toward this asap.

    We sincerely appreciate your taking the time in bringing it to us.

    Regards,
    Reshma

  13. I need a purchase receptions section and Inventory for purchase orders

    Wen you produce some custom things its so difficult to create an item for every single custom product you sell, especially when you produce clothes with a lot of variants, thats why I need to follow the items that I buy with this section and fallow it in a Purchase Inventory .
    That could make the difference between other softwares.

    3 votes
    1 comment  ·  Preferences  ·  Admin →
    How important is this to you?
  14. Add phone and mobile number to available options in email templates

    Add phone and mobile number to available options in email templates.

    Please add customer mobile phone number and phone number as available options in the "insert placeholder" for email templates.

    3 votes
    0 comments  ·  Preferences  ·  Admin →
    How important is this to you?
  15. Negative invoice

    I had modified an invoice to give a credit to a customer, but their software would not allow them to change it on their work order. They require me to send them a SEPARATE NEGATIVE invoice.

    This is very problematic for me.

    Maybe there could be an option "check box" that allows you to create a negative invoice???

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  16. Custom exchange rate source (e.g. local official national bank rate) for automatic conversions

    Custom exchange rate source (e.g. local official national bank rate) for automatic conversions

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  17. create bouton + and - to move article easy

    When I add a new article, it s in the end. I use the mouse to postion correctly. but it's not realy easy.

    1 vote
    0 comments  ·  General  ·  Admin →
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  18. 1 vote
    0 comments  ·  Invoices  ·  Admin →
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  19. 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
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  20. 1 vote
    0 comments  ·  General  ·  Admin →
    How important is this to you?
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