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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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1152 results found

  1. create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

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

  2. Deposit options on estimates & invoice

    THE RETAINER INVOICE IS NOT AN OPTION FOR THIS

    So please dont reply with that.
    We need the estimates to show a deposit or downpayment option.

    And the adjacent invoice needs to have the same option.
    Sage has this option, why can the ZOHO system not do this?

    9 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  3. initiate gocardless payment on Due date

    On invoice 'Due Date', automatically initiate 'charge customer' (I use GoCardless, so via that service would be my preference but) which is currently adding an extra step to all my invoicing. I can'r use recurring billing because the amounts change every invoice (6 per customer, per year)

    3 votes
    0 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  4. Integrate with "Lawpay" credit card processing

    Integrate with "Lawpay" for attorneys using zoho invoice

    7 votes
    2 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  5. Notification in Mobile Application for Pending approvals

    There should be a separate tab/Dashboard for all the pendency (approvals/actionable) from a particular user in Web as well as Mobile application. This will help an individual to quickly scan through all actionable and initiate action rather than going to each module and see what is pending.

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

  6. auto invoicing

    Hi being an Real Estate account i observe there is need of auto invoicing to clients based on COnstruction schedule.
    Suppose if we create a construction scheduele form in the books and whenever we add a entry of schedule completion on the date invoice of all customers will be prepared who linked to the Project.
    Can we do this ,as by doing this we solve a major issue in cunstruction industry of auto invoicing as payment schedule of customers are fixed and every time only the construction schedule would be updated .

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

  7. Eway bill generation integration in zoho invoice.

    We are unable to generate ewaybills using Zoho Invoice. You should integrate ewaybill portal with zoho invoice so that we are able to generate ewaybills simultaneously when generating invoices. This feature would make Zoho Invoicing complete.

    7 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  8. Report for Sales by State by Customer

    It would be extremely helpful if I could generate a Report of Sales by State using the Shipping address. With all the Sales Tax Changes at the state level I need to know my Sales in each state.

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

  9. Create Retainer Invoice From Estimate: Mark As Invoiced

    When manually creating a Retainer Invoice from an Estimate it does not change the "status" from Accepted to Invoiced. This is rather inconvenient as even though a Retainer Invoice has been created, it does not show as Invoiced.

    3 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  10. Feature to categorise items

    Now all items are listed together. It is very hard to manage. If the items could be categorised (like labels in Gmail) and if it could be selectively displayed (like collapsable rows) it will be better if a firm provides services/goods which could be categorised.

    3 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?

  11. Commission on Sales/Invoices

    Separate form to enter commissions by line to correspond with an invoice, to pay commission to client/sales person.

    3 votes
    1 comment  ·  General  ·  Admin →
    How important is this to you?

  12. Create custom status on estimates / invoices

    Possibility to add custum status on estimates / invoices

    4 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  13. Ability to Edit Invoice Emails in the Mobile App

    Right now though you can send invoices by email from the iOS app, you cannot edit the content of the email. I’d like to be able to edit the email content when sending it (just like you can on the website), because with the new Catalyst app I’m using the “mobile” app on my Mac more than the website, and that is the one thing that I’m having to still go to the website to take care of.

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

  14. Add the option to refund a customer's credit card through zoho.

    8 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  15. Use different currency for estimate and invoice

    Hi everybody! I understand we can't use multiple currency for 1 client at the moment, so I tried cloning the client but with RON instead of EUR, as it was initially, because we issue estimates in EUR but must invoice RON. But I still can't invoice that estimate to the cloned client. I thought it would automatically apply the exchange rate but it doesn't, it doesn't even see the estimate to be invoiced, it's as if I had 2 different clients, I can't do anything! HELP, PLEASE!

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

  16. Condense Taxes into 1 Row

    It would be great when using a Tax Group if the row at the bottom would just say "Taxes [10%]" and not list all the taxes out with their percentages. If we could have the option to do just 1 row and put all taxes on that but then break it down for OUR reports only.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  17. attach statement

    Attach Statement to Invoice - Please set the date range to include all transactions so it will always start with a zero balance. Currently it defaults to Jan 1, 2019.

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

  18. how can i create and amending invoice

    how can i create and amending invoice? in spain, if you have to ammend a invoice already done, you have to create and amending invoice in negative, but with other registration code

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

  19. I use an Authenticator app already, stop asking me to download the Zoho authenticator

    I already have an authenticator app setup for 2FA - every other time I login I'm asked to stop using SMS and download the Zoho authenticator.

    My account settings show that I have 2FA turned on and that it's Google Authenticator - so 'the computer knows' Surely it's a simple lookup to determine those who are actually still using SMS and only show the prompt to those people.

    It's really annoying UX.

    1 vote
    0 comments  ·  General  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We appreciate you taking the time to explain it to us. I agree, the system shouldn’t have regularly prompted to use our Authenticator app, given the fact that you’re already using Google Authenticator.

    If you are still facing the prompt, just drop us an email to support[at]zohoaccounts[dot]com

    Regards,
    Reshma

  20. Report of Unbilled Activity Only Per Customer

    I would love to get a report each month per customer of their unbilled activity (time I spent but did not charge for). I do this quite a bit unfortunately and I have to download each report monthly (which includes billed AND unbilled) just to see how much time I spent and what it would have cost them. I then manually add this report and type it into their bill each month so they can see the value in my time.

    It would save me so much time (and others I'm sure have this same problem) to be able to…

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
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