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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. add bulk items in mobile version

    Can you add bulk items in the mobile version?

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  2. invoice level images instead of item level

    I would like to be able to add two to three large images to the invoice/estimate/sales/order at the invoice level, not at the item level, thanks.

    6 votes
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    0 comments  ·  Estimates  ·  Admin →
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    Hi there,

    If your requirement is to add images at invoice-level, you can add them as attachments to the invoice so that it gets sent to the customer when you e-mail the invoice. You can attach files while creating/editing the invoice.

    In case you have any questions, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  3. Invoices

    Hello, In Bulgaria the TAX law require that when Retainer Invoice is included to the Invoice this to be as a line within the table as an expense , but not as is in this moment at the end of calculations.
    This is because need to have explanation абоу grounds for deduction of an advance payment. Also because of VAT.

    1 vote
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  4. Add currency options for Estimates and Invoices

    A lot of businesses offers Estimates under a certain currency while clients prefer to pay using a different currency. It messes up our accounting records because I have to go all the way from deleting the accepted estimate and sent invoice to the client before I could change one invoice and enter payment using the correct currency used. What if they decide to move to a different country next year and they opt to use a different currency? It means I cannot issue a new estimate/invoice under a new one, wherein as your team suggested to make a multiple contact,…

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  5. Projects PAID/ UNPAID Column

    Would be helpful to see at a glance if a project is PAID/ PARTIALLY PAID/ OR UNPAID so I can mark paid projects as inactive more easily. Instead I have to go to projects, sales and check it there.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  6. Sub Title or Bold Line for a separated section in Estimate and or Invoice

    Be able to create a separation to show charges in sections like all Charges for a special part or date with a Sub Title and perhaps a bold dividing line to indicate section or new topic heading within the master estimate or Invoice

    8 votes
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    1 comment  ·  Estimates  ·  Admin →
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  7. Be able to customize which items to show on Estimate/Invoice/Payments Screen

    Be able to customize which items to show on Estimate/Invoice/Payments Screen

    3 votes
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    0 comments  ·  Preferences  ·  Admin →
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    Hi there,

    Thanks for posting on our feedback forum.

    By ‘items’, if you are referring to the fields that need to be shown in the estimate/invoices, you can very well customise that under Settings > Templates > Invoices (or Estimates) > Edit. In the page that follows, you would have the option to show/hide fields that appear in different sections like Header, Item table etc..

    If you have any other requirements, please drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  8. Purchase order,Quotation,Proforma invoice generation formats or service will be very helpful

    It would be helpful if you provide us all the formats like PO,Qoutation,PI etc regularly required during business proposals

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

    Thanks for posting on our feedback forum.

    Zoho Invoice allows you to manage your invoicing and thereby the entire sales cycle and hence it includes only estimates and invoices. However, we have another application ‘Zoho Books’ that meets all your requirements.

    Using Zoho Books, you can manage invoicing as well as accounting. Since it helps you handle both sales and purchase transactions, you can raise invoices, estimates, sales and purchase orders, bills and so on.

    If you already have a Zoho Invoice organisation, you can easily migrate it to Zoho Books using these steps:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  9. Bulk update next invoice date

    Currently, the only way to update the next invoice date for recurrent invoices is to export, update the start_invoice date and then re-import (in batches of 1000 - due to file import size restrictions).

    It would be great if it were possible to select any number of recurrent invoices and then use 'bulk update' to change the next invoice date. This would save a huge amount of time and stress in export/importing to perform this function.

    6 votes
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  10. Terms & Conditions

    It would be very helpful, that when a client enters the portal to ACCEPT an estimate, they can also check a box for TERMS and CONDITIONS that shows their acceptance - also - it would be nice to attach a file to that that pops up and show them the specific terms and conditions for acceptance. Exactly like you have on this page for submitting your ideas.

    5 votes
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  11. Customer accept estimate via clientside portal - Customer add order number

    I have had customers view their quotations (estimates) via the client side portal, and then they have accepted the quotation. We get an email from zoho to tell us the client has accepted the quotation. But we then have to emailthe customer, or call them and ask for an order number, so I can put the order number on the draft invoice. when a client accepts a quotation, they need to be given the option to fill in an order number. No customer places an order without an order number anymore.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  12. Import Timesheet entries from Zoho Desk

    The current Invoice-Desk integration moves the invoice functionality in to the Desk application. This is only of use if you only invoice based on tickets. If however you have other things you invoice for such as equipment, subscriptions, etc, this function is of no use because all of those are kept on the Zoho Invoice side. So I am stuck with either sending 2 invoices a month or manually re-entering time entires on the Invoice side.

    It would be much more functional if time entries could be selectively imported from Desk in to Invoice and then on the Desk side…

    3 votes
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    0 comments  ·  Integrations  ·  Admin →
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  13. E-waybill entry in mobile app

    in mobile app, a provision can be made to enter e-waybill number details for invoices in zoho invoice mobile app

    1 vote
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    0 comments  ·  Mobile apps  ·  Admin →
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  14. Custom Tab in Portal

    I would like to see a way to have a new tab that I can fill in any details about this customer I want to share with them in the portal. Currently, the portal custom fields are editable by the customer and show up in other places. As a web designer I have hosting details and other links I want to have for each client so they can see them.

    This is a good place to keep these notes and links but there is no way to do this now.

    It would not have to be a new tab but…

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  15. provision to issue LPO

    need provision and template to issue LPO(Local purchase order) to suppliers

    3 votes
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    0 comments  ·  General  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    Zoho Invoice doesn’t have the option to create purchase orders but you can do that with Zoho Books.

    Using Zoho Books, you can manage your sales as well as purchase transactions easily. If you already have a Zoho Invoice account, you can easily move it to Zoho Books using the steps here:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    In case you have any questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  16. Document page breaks

    I'd like to see an implementation of elegant page breaks on Estimate and Invoice documents. Possibly adding the flexibility to manually determine where the page breaks.

    2 votes
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    0 comments  ·  Estimates  ·  Admin →
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  17. allow for entering administrative time

    this feature is helpful for seeing how much time is spent working on administrative items that are not related to a project or billable.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  18. Automatic Contract

    Let's say you're a hire company and you have an 'Equipment Hire Agreement' that each client signs.
    It would be really good if you could write out a default contract and for each customer add a 'create contract' button that would create/edit the default contract according to the customer. (Customer name, Invoice number and total, hire start date(custom box on invoice) )

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. Allow UK, US and India-based companies to set EUR as base currency. Stop discriminating against us.

    Please stop discriminating against UK, US and India-based companies and allow us to set EUR as base currency like everyone else can.

    In my trade, everyone working internationally works in euros, since almost all our clients are based on the continent.

    One of the consequences of not being able to set euros as our base currency is that we have to jury-rig a fake 1:1 exchange rate in order to be able to use the Items feature with standard rates. But this is just one example.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Fatturazione elettronica

    Compatibilità con gli standard previsti dalla fatturazione elettronica in Italia che entreranno in vigore nel 2019

    31 votes
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    Not For Now  ·  7 comments  ·  Invoices  ·  Admin →
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