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Zoho Invoice

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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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1154 results found

  1. 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

  2. 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?

  3. In timesheet calendar view, display the full Project and Task name as well as Start and End Times upon mouse-over.

    In timesheet calendar view, display the full Project and Task name as well as Start and End Times upon mouse-over. This would save lots of time instead of having to clicking on the link to open the full time entry then having to close it again. Would make it much easier to browse through the time recorded on the calendar

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

  4. 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
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  5. add Interface translation in Russian

    add Interface translation in Russian - but Bulgarian added? =) (although only 10 million speak it, unlike the Russian, where 300 million people speak

    2 votes
    2 comments  ·  General  ·  Admin →
    How important is this to you?

  6. Integration with Zoho Backstage

    Integrate with zoho backstage so all transactions are automatically invoiced.

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

  7. move columns on invoice to place them by necessary order

    i would like to place the columns in a specific order that would make better sense to my client when viewing the invoice.At the moment the distance between 2 columns is so far that mistakes are made when reading the invoice.

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

  8. documents always full page (A4\Letter)

    I would like to have the footer always in the bottom of the page when the document is printed. Thats no professional when someone print my invoice\estimate half of the page is empty. Thats right for all the documents.

    I never receive invoices half filled, Could be some space in the middle, but not like that.

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

  9. transport

    Could we add an option to item FEE OF TRANSPORT to toggle between taxable option or not in the options. Currently Fee of Transport on invoicing are set below the taxes table. Hence not being taxed. The way we work here we need to have it taxed.

    Thank you for looking into it. Would be huge and simple.

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

  10. comments

    Surface comments, or icon showing outstanding comments, on invoice list screen. Make comments more prominent on invoice detail screen.

    When we type comments on an invoice, it's because our team has questions, concerns, or other notes. We need to be able to look at our invoices and see where which need attention.

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

  11. As a business owner, I need the Dashboard pie chart to reflect accurate categories for expenses so I know what's being spent.

    There is a category called "Others". It isn't clear what this is pulling from. Everything has a category. I suspect this is keying off of any category that wasn't part of the system categories. But it isn't helpful.

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

  12. to highlight heading or certain line in bold letters

    how to highlight a heading in invoice or particular line in bold letters

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

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

  14. We'd like to use/install our own custom font (google font alegreya sans)

    Our company's look & feel is very important to us. We'd like to use/install our own custom font (google font alegreya sans)

    6 votes
    0 comments  ·  Preferences  ·  Admin →
    How important is this to you?

  15. Allow email to be sent for items other than invoices.

    I would like to be able to send bulk status updates or important notification to my customers but I cannot seem to find an option for that.

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

  16. DCAA Compliance

    Need timesheets to be DCAA compliant for use on US government projects.

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

  17. VAT exempt option in vat category for wages etc

    VAT exempt option in vat category for wages, postage etc. the system does not generate the correct vat figure because you can only have zero% vat or a percentage.

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

  18. Apple Pay via Stripe

    Please add the ability to pay using Apple Pay via Stripe. They offer this service as part of their API.

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

  19. Timesheet Details report should allow filter by "Billable" flag

    The Timesheet - Timesheet view allows filter by Status e.g. Status: Billable or Status: Non-Billable etc.

    However, the Timesheet Details report (Customize Report) does not have this filter which is very important when generating timesheets for billable and non-billable hours.

    Due to this missing filter, we're having to implement workarounds like having a Task called "Non-Billable" just for being able to isolate and generate Non-Billable hours reports separately from the Billable Hours (tasks which are implicitly designated as billable). Effectively, making the Billable flag redundant.

    Please fix this asap.

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

  20. Differentiating feature for contacts with the same name

    Please add a permanent date of birth (or other unique) field that differentiates contacts with the same name and also appears whenever that contact is selected.

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