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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.

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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1152 results found

  1. Allow quick switch between timesheets

    Is it possible to have a way to switch quickly between the timesheets of different clients/projects as I work on a number of projects throughout the day and have to switch between them very frequently.

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

  2. Add Vietnamese

    CRM & People have Vietnamese language option; Invoice does not.
    Format so Vietnamese labels do not overlap

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

  3. I would like to close last year and start new one in order not to get confused

    I need to get a feature that shows invoices in folders, each year in separate folder.

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

  4. Recall start time

    When logging time, it would be useful if the timer recalled the start time. I sometimes forget to stop the timer and will come back the next day to find it ticking away. I usually remember when I stopped working so I could just input the stop time. As it is currently, I have to guess a total time since the system does not retain the start time.

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

  5. custom field for delivery note

    custom field ex: delivery date...etc. for Delivery Note

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

  6. Start timer for a previous days task without having to log the same task because its a new day

    It would be very handy if I could just start a timesheet from the day before without needing to log the same task over and over again every day I need to use the same timesheet

    4 votes
    1 comment  ·  General  ·  Admin →
    How important is this to you?

  7. 2nd level authentication by using stored keyword at Zoho

    Webroot, a high quality AV provider, use a stored keyword for 2nd level authentication. Users are asked for say the 2nd and fifth letters. Next time it might be the 1st and 6th letters. Simple, very effective.

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

  8. Integrate with Payoneer

    Payoneer has very less charges as compared to Paypal and very beneficial for doing business with international clients. We get a International bank account which will enable us to keep funds in foreign account until we need them in India. Depending on exchange rate or tax schedules we can bring in funds to maximise returns. Very useful feature. Paypal charges upto 8% for foreign currency payments. Payoneer charges less than 2%

    241 votes
    17 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  9. Statement Credit or Outstanding

    It would be great if the customer statement could show an amount owed in red text and if the customer is in credit then black text. At the moment the figure is a minus when the customer is in credit and they believe they still owe monies.

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

  10. An option to save different versions of the estimate

    61 votes
    13 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  11. Setmore integration

    I use Sitemore for my bookings and unfortunately this does not have an invoice functionality.
    It would be great if you could work with Sitemore to have a full intigration.

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

  12. Tax method validation

    When creating a new line on an invoice, sometimes I forget to enter a Tax Method. I would like to have a warning if I try to Save an invoice in which a line item does not have a Tax Method.

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

  13. Formatting content within "Terms & Conditions", and "Customer Notes"

    Allow rich text formatting so that elements or words within the T&Cs or Customer Notes can be highlighted in Bold, or Italics or Underline to ensure those points stand out.

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

  14. Record Advance payment with tax deduction

    we are unable to record advance payments with tax deduction before invoice

    kindly add this feature as its is difficult for us to manage advance payments

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

  15. Compose and send email to all contacts

    Compose and send email to all contacts at the click of a button to alert of e.g closure

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

  16. New field below the "Bill to" section

    Which can be modified on a case by case basis, without needing to go through the contact list

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

    Hi there,

    While creating the invoices, if you click on the billing/shipping address, you’ll be able to view the ‘Attention’ field. Kindly check if it would be suitable for you to add the necessary detail (you want to display) in this field.

    Entering the information in the ‘Attention’ field can help you save time as you can do this right from the invoice creation page (without having to go to the contacts list).

    By inserting the placeholder for “Attention” in Settings > Preferences > Contacts, you can display this field in the invoice PDF too.

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

    Regards,
    Reshma

  17. Allow us to enter the stock on Hand of the item and then as the items are invoiced out the stock on hand must adjust accordingly

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

    Hi there,

    Since inventory tracking is not available in Zoho Invoice, your requirement cannot be met directly. However, you can upgrade your Zoho Invoice account to Zoho Books to achieve this.

    In Zoho Books, you would be able to maintain inventory for your items and also configure the settings to receive an alert when the stock goes below the re-order point.

    You can refer this link to know how to migrate your account from Zoho Invoice to Zoho Books.
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions, feel free to reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  18. vendor

    Add a field to the Expenses area to show the vendor. Currently I have to add it to the Notes field and this isn't indexable or searchable.

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

    Hi there,

    In Zoho Invoice, since ‘vendor management’ is not available, your requirement cannot be met directly. However, in Zoho Books, you can associate a vendor to the expenses you create.

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

    If you have any further questions, you can reach out so support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  19. Cloning both billing address AND customer address (drop-down access)

    Simply put, I am a subcontractor that sends proposals to several contractors for the same project through a shared network. I would like to eliminate the redundancy of entering the JOB location when I change the contractor I am sending to.

    Default- this info must be entered every time, even on a cloned proposal.

    1)create proposal with client and project location info (new or existing in drop-down)
    2)save draft/send
    3)clone
    4) select new/different client (from dropdown)
    5)*still have to manually enter project location (rather than info xfer from original)
    6) save/send etc.

    Trying to eliminate step 5.
    Thanks!

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

  20. Advanced statistics

    Is there a way we can have more statistics on quotes, bills and so on ? Thanks for your reply

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

    Hi there,

    Thank you for posting on our feedback forum.

    We have recently made some enhancements to the reports. Hence, if you could drop an email to support[at]zohoinvoice[dot]com explaining the exact kind of report you are looking for, our support team would be able to assist you better.

    Regards,
    Reshma

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