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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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com

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1139 results found

  1. I have to attach your PDF to a second invoice. It would be nice if I could set a destination file to eliminate searching.

    Make it possible to assign a destination file for your PDF to eliminate searching my entire computer.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. template

    Zoho UK, the standard template and Company setup info does not conform to the Companies Act Requirements, editing the template to include this info produces a bit of a 'kludge'

    1 vote
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    0 comments  ·  General  ·  Admin →
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    Hi there,

    Thanks for the feedback. We completely agree with you, and if you could share more specifics on the fields you’d like to see in the company setup, we can surely revisit this.

    Feel free to reach out to us at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  3. Billing status in projects panel

    In the projects panel it would be very handy to have the STATUS of the project visible. Under "logged hours" it could show "unbilled" or "partially billed" or "fully billed" or "paid". Getting this info in the Timesheet panel is much slower.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  4. Would like to be able to create a custom view for expenses which have NOT been reimbursed. Right now there is no "is not" operator.

    Would like to be able to create a custom view for expenses which have NOT been reimbursed. Right now there is no "is not" operator. We have non-billable expenses which we would like to reimburse staff for. There is no way to report on non-billable which "is not" reimbursed.

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  5. 1 vote
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    0 comments  ·  Preferences  ·  Admin →
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  6. Ability to associate all projects (current and future) in recurring invoice

    When creating a recurring invoice for a client, you select associate projects that exist at the moment of creation. When you create a new project for that client there is no option to add it to the recurring invoice. And there isn't an option to select all projects current and future. This would help out a lot, so you don't have add a project to a recurring invoice each time it's created and risk forgetting and not invoicing your client properly.

    2 votes
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  7. Sales Tax Liability Report

    Need to be able to customize what's shown on the Sales Tax Liability Reports- specifically Customer Name should be noted along with the Invoice Number for easy/quick reference

    4 votes
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  8. Overview of the total unbilled amount per project

    Please give us an overview of the unbilled amount (= all unbilled hours + expenses) per project.
    I can find all unbilled hours (without the expenses) per project on the report section – projects summery. But it is in the very last column, so you have to scroll horizontaly to see it.
    I think other freelancers have the same need to a quick overview of the total unbilled amount per project on the dashboard or onthe projects overview page.
    I found the question here dated 2015!

    9 votes
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    1 comment  ·  Projects  ·  Admin →
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  9. Timer to record seconds

    Although seconds are counted in the timer, they are not recorded on the timesheet, and the time recorded is by default rounded down to the nearest minute, which loses a lot of time in the final invoice. I don't want to round up and overcharge my clients. Please can the seconds timed be recorded on the timesheet?

    6 votes
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  10. Partial payments – should be automatically noted in the thank you note

    I received a partial payment. When I sent the "payment received" email it stated only that the payment was received. Yes, the amount received was mentioned in that mail but not that it was only partial!

    It should say "1000 of 1500 received = 500 still to pay" or similar.

    So how does the client know to still pay the rest?

    Yes, the online invoice had automatically been updated by showing the remaining amount but what if the client doesn't see this?

    It would be good if, instead of triggering an automated late payment warning, the payment received note would…

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  11. Adding the client name to "Estimate(XXX) has been accepted" email and mobile notification

    Adding the client name to "Estimate(XXX) has been accepted" email and mobile notification

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  12. Company & VAT Field / VAT ID Validation

    Company Registration Number and VAT ID should be already default fields.

    It would be also awesome if VAT ID could be validated directly through VIES.

    7 votes
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    0 comments  ·  Customers  ·  Admin →
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  13. Multiple billing methods for tasks within a project

    For the A/E industry, our contracts are written by tasks. Task 1 may be a $500 lump sum fee and task 2 may be $5,000. We also typically have Tasks that are hourly. This is a simple modification to your program to allow for one project set up with fees (hourly or set) based upon task not project. I have to set up multiple projects for all my tasks. This makes billings / invoicing so much simpler and setting up projects simpler. Saves time, which saves money.

    6 votes
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    0 comments  ·  Projects  ·  Admin →
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  14. Offline Use + Add/Create Invoice Widget

    Hi Guys, would like to able to use the app offline and just have it sync later when connected online. I had pending items to do with regards to my invoices: add clients, create invoices, change some settings, etc. which I had planned to do on a plane trip but couldn't do anything. As someone mentioned here as well... they live/work in a rural area and would just need to log items. Offline use would be great. Also, could we have a Create/Add Invoice widget (on iOS). There's only a timer which we don't use. Thanks Guys!

    3 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  15. Report Exporting Listed by Date

    Hi Guys, need to be able to export a report listed by date. Sorted by date and Invoice Number. With columns as Date/InvoiceNumber/Client/Amount/Description, other info, etc. This is the report we need exported for the business. I can't find a way to do that at the moment unless I'm just missing it? Thanks Guys!

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  16. Separate iOS or Android app or allow existing Invoice App to enter timesheet data when off-line

    I work in rural communities and don't have internet access - I want to be able to record my time spent on site immediately and not have to write it down and wait until I have access to the internet.

    6 votes
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    1 comment  ·  Mobile apps  ·  Admin →
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  17. cards view by date

    In the time sheet view you can view all project hours by table, or by card view. In card view, it shows lifetime project hours, but no ability to determine how many hours were logged this month / week / day.

    3 votes
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  18. Add a bi-monthly option for Recurring Invoices

    Currently, the only options are Weekly, Twice a Week, Monthly, etc. There is no option for bi-monthly (e.g, the 15th a last day of the month).

    You can set a Custom Repeat of every 15 days, but that doesn't work for months with 31 days.

    Bi-monthly invoicing is very common, and Recurring Invoices aren't that useful without this option. Thank you.

    3 votes
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  19. Edit email text for scheduled invoices

    I can only edit email text for invoices which are sent directly. However, if I schedule the email, there is no option to edit the individual email text.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Two factor authentication - please support the Authy app

    Zoho needs to support more than Google Authenticator and their own authenticator app for secure login. Please add support for Authy.

    8 votes
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    2 comments  ·  General  ·  Admin →
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