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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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1152 results found

  1. 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
    1 comment  ·  Projects  ·  Admin →
    How important is this to you?
  2. 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
    0 comments  ·  General  ·  Admin →
    How important is this to you?
  3. 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
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  4. 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
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  5. 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
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  6. 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
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?
  7. 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
    0 comments  ·  Mobile apps  ·  Admin →
    How important is this to you?
  8. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  9. 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
    1 comment  ·  Mobile apps  ·  Admin →
    How important is this to you?
  10. 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
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?
  11. 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
    How important is this to you?
  12. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  13. 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
    2 comments  ·  General  ·  Admin →
    How important is this to you?
  14. Undo Delete is an option

    Please add an option to recover deleted expense entries.

    7 votes
    0 comments  ·  Expenses  ·  Admin →
    How important is this to you?
  15. option to create recurring invoice from accepted estimate

    The option to create recurring invoice from accepted estimate

    4 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  16. Proper GST report for singapore zoho users

    Zoho should consider implementing proper tax report for singapore customers.

    Otherwise the default GST reports is useless.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  17. Ability to change sales rep contact info

    It would be great to be able to 'select sales rep' and have it change or add further email & number into the estimates/invoices? Currently it only displays 'sales manager'? We need to have email and mobile contact!

    1 vote
    0 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?
  18. Sub Grouping on Aging Reports

    Enable the use of custom created invoice fields on Aging reports (at least in the detail Aging report)

    Under the Customize Report option - to be shown in the report and selected in the group by option

    1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  19. Invoice several customers on one screen with different amounts- then be able to send them via email from that one page

    Being able to enter all invoices for the day in one area would be wonderful and save so much time. Lets say Susan purchases 3 items at @8.25 each, Larry purchases 14 items @ $9.05 each.. I would like to be able to enter in all of that information in one area on separate lines an once all invoices for the day have been inputted- the system can email or print out those email that you had compiled for the day all at once, rather than sending each one separately.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  20. For GSTR 1, can we have a report with detail list of invoices for the month (including place of supply and GSTIN)

    A record of list of mails sent from ZOHO ( dont want to full my email box).
    So a seprate feature of mail sent

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