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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. Add custom fields support for timesheet entries

    Allow adding custom fields to the timesheet, such as having the option to add private or internal-only notes along side individual entries, in addition to the default description field.

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

  2. Enable printing/exporting of Comments & History section

    I would like to be able to do this so I can save the History of an unpaid bill as tax support for a Bad Debt expense.

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

  3. User and roles

    Under the Expense , category can be assigned contact owner ? same as the contacts
    for us to assign people to access the limited category to update the expenses.

    this is more help full for Admindepartment and finance department

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

  4. Alphabetical

    When adding a new client their names should automatically be added alphabetically to the existing names.

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

    Hi there,

    We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.

    In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  5. Have the ability to put customers in groups Eg:Inactive,days of the week

    I would like to categorise my customers to make it easier for invoicing as our customers are regularly invoiced according to a day of the week and
    also put our inactive customers in a separate category to reduce the contact list for invoicing

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

  6. Comments for Recurring Invoices

    Ability to add comments to recurring invoice profiles to store details specific to that profile - why the subscription was stopped and so on.

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

  7. Report for money taken in should show the sales tax

    When I open the report for the money I have actually taken in, I cannot see the sales tax. I also can't find an option to add those as a column. This makes it very difficult for me to actually use the report. Some of my clients do not have to pay sales tax, others do. So I need to see my "income" without taxes. At the moment, I need to fix my reports by hand before sending them to my tax accountant.

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

  8. image in description

    apart from general pixel sized image in item, need to add a larger image to description so that match the current work

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

  9. i have weekly invoice going out on auto . but i would like it to go out at 1pm please

    i have a weekly invoice going out on auto . but it would be good if i could have it go out at 1pm instead of frist thing in the morining please.

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

  10. Standard EU invoice format

    Hello,

    a new XML format for electronic invoices will soon be implemented in Germany called XRechnung. Are you planning to implement this standard in the foreseeable future within Zoho Invoice?
    See info of European Commission: https://ec.europa.eu/cefdigital/wiki/display/CEFDIGITAL/eInvoicing+in+Germany

    Thanks!

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

  11. Please allow PNGs with transparency to be used in item images!

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

  12. save and send later option for partially paid invoices

    The ability to save and send later for partially paid invoices as I have customers who overpay for one invoice and need the credit carrying over to the following month's. At the moment you have to mark the next invoice as partially paid with the credit and this can sometimes be missed when sending out so if we could mark as save and send later for the remainder this would be very handy.

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

  13. option to create proposals

    Option to create proposals. Something similar to Freshbooks which allows users to create estimates and proposals

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

  14. add bulk items in mobile version

    Can you add bulk items in the mobile version?

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

  15. 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
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    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.

  16. 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
    0 comments  ·  Retainer Invoices  ·  Admin →
    How important is this to you?

  17. 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
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  18. 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
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?

  19. 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
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  20. 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
    0 comments  ·  Preferences  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    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

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