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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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  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. 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
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    0 comments  ·  Invoices  ·  Admin →
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    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

  2. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    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

  3. 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
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    0 comments  ·  Expenses  ·  Admin →
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    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

  4. 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
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    0 comments  ·  Estimates  ·  Admin →
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  5. Advanced statistics

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

    1 vote
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    0 comments  ·  Dashboard  ·  Admin →
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    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

  6. Client approval of timesheet hours directly from email

    The addition of Client Approvals is very exciting, however, several of my clients are so busy that they don't want to log in to their client portal to approve hours (maybe they have forgotten password, or it's just more "clicks" than they care to go through). Is there any way they could click on an "approve hours" button directly from the email that they receive from Zoho?

    4 votes
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    0 comments  ·  Projects  ·  Admin →
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  7. multiple timers

    It would be nice to be able to run multiple timers when tracking project tasks. I frequently multitask several things at once, and would like to be able to keep a running timer for each task, both for the sake of billing the client, and for tracking time/cost ratio's.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  8. Support for persian language in invoice

    please add persian language in invoice

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. Please implement deposits

    I understand we can use the retainer system. But that is a pain because you have to essentially create two invoices, link them up, etc. etc. It's also confusing for clients. A better solution would be to have a field that is similar to adjustments where you can enter in a percent and once they pay it, the invoice will be marked as partially paid. When work is complete, you just send the invoice again and they can pay the remainder. One workaround is to allow partial payments and add a custom field that shows the deposit amount, but then…

    16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Add QR Code field on printed and PDF invoice

    Need the ability to have a QR or Bar Code on the invoice. Either create a QR Code field and allow a current field(s) to be selected like invoice number. Or create an image field where we can link out to a QR code generator. The QR code would be used to automate such things as delivery, payments, and status changes.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Change Base Currency - Without Having to remove existing invoices in that currency

    Change Base Currency - Without Having to remove existing invoices in that currency

    6 votes
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    0 comments  ·  Payments  ·  Admin →
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  12. 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.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Being able to associate multiple currencies to a client for invoices and expenses

    My clients ask for invoices in GBP, EURO and USD but I must report locally in AED. I need the ability to invoice in a foreign currency, receive funds in that currency but pay expenses in local currency. A major flaw to only have one currency associated with a client.

    8 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Paid invoices checked

    Please,please make it possible to mark invoices as paid easy.My customers pay with checks and It's really terrible to mark each invoice as paid.Imagine if you have 100 e-mails inbox and you have to mark them as read one by one!It's the same thing here.I'm clicking half an hour to do that!

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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  15. customer statement

    Add Outstanding Filter option when sending bulk statements from the contact section.

    I appreciate the Outstanding Filter in the statement section, very much needed. Just missing in the bulk statement section.

    Thank You

    7 votes
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    1 comment  ·  Customers  ·  Admin →
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  16. Option to Disable Invoice by Email

    Sometimes customers don't need the invoice, If I buy from eBay, amazon, rarely I get any invoices from the person where I bought the item - This is normal! Please add the option to disable emailing the invoice to clients.

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    Thanks!

    47 votes
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    2 comments  ·  Invoices  ·  Admin →
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  17. Fonts

    I would like to have the ability to underline or bold or change the colour of the text on an invoice or estimate. I'm not talking about editing a template but actually underline or bold parts of an invoice that are important and should be read as such. Currently the only thing you can do to draw any attention to some important details or put any emphasis on is to CAPS all the text.
    I have sent this request in before and for some reason the developers think I'm talking about editing a template but that's not it. If I'm…

    1 vote
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    0 comments  ·  General  ·  Admin →
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  18. Option of having discount being calculated on base price rather than MRP

    In retail segment we usually quoute margin to customer which means landing price to customer shall be MRP/(1+Margin). In Zoho we currently have option of Discount which calculates final price as MRP*(1-Discount).

    Can we add an option in invoice as Discount % to be applied on Price Inclusive Discount or Price Exclusive Discount. If it is Price Exclusing Discount, system should calculate it as 30% on MRP/(1+discount%)

    2 votes
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  19. 49 votes
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    6 comments  ·  Projects  ·  Admin →
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  20. See client portal "from customer point of view"

    There appears to be no way that I can see a client's portal from their perspective. It would be very good to be able to see (and check) what each client sees when they access their portal view.

    Therefore, please can you consider, for each client, having a "view client's portal" link against each client entry for which the portal is enabled?

    12 votes
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    Hi Mark,

    Thank you for posting on our feedback forum.

    We understand that you wish to take a look at the client portal interface so that you can have a clear idea on what the clients can see and how.

    Though there is no direct link to view the portal interface from a client’s perspective, you can take a look at our help docs which explains each and every section of the portal along with screenshots.
    https://www.zoho.com/invoice/help/client-portal/

    To take an even closer look, you can create a dummy contact with your alternate email address and try enabling portal access so that you can test everything out before starting off your actual invoicing.

    If you still have questions on this, please feel free to drop an email to support[at]zohoinvoice[dot]com. We would be happy to schedule a demo and walk you through the whole application including the portal.

    Regards,
    Reshma.

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