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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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1154 results found

  1. Integration with Chase Paymentech

    8 votes
    4 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  2. Appointment booking for customers wth SMS reminder

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

  3. users - filter

    Hi,

    It would be a great enhancement to be able to filter on users. Active - Inactive, sales role, custom roles...

    Hope you like this idea!

    6 votes
    0 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?

  4. electronic invoices

    We'd like the ability to create and send an electronic invoice, for instance in XML format instead of a PDF.

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

  5. Coupon Codes/Tips Field

    It would be nice if my recurring clients could have the option to enter a coupon code or tip amount into their estimates/invoices which could change the total amount due. This feature would be a great way for many service based businesses to offer perks to loyal clients.

    My clients currently fill out an request quote form on my website (not zoo forms because its very limiting) which allows a coupon code but I have to enter it manually into zoho invoice. This also means that my recurring clients have to re-submit the form each time they want to use…

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

  6. Payu Latam

    Integrate with payu Latam . This is necessary for Latin American market. This is the real only payment gateway on Latin America .

    61 votes
    8 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  7. Zoho invoice dashboard: total receivables without tax

    I would really like to be able to see at a glance the total receivables before tax. I give the tax straight back (more or less) to the Govt and the toal receivables including tax gives me the wrong impression of how much I am owed. I'd really like to have the option of displaying total receivables nett of tax.

    11 votes
    2 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  8. Add variables for the first and last date from the logged work records

    When you create a new invoice from the logged work on a project, you can choose between some variables to use as item name and description. The range variable only shows the last date, it would be nice to have a real range, showing the data from the first record and the last one.

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

  9. Flag for invoice with credit note applied

    Hello, good morning.
    I was wondering if it was possible to apply a flag to an invoice to which has been applied a credit note. When I am gathering all invoices for tax purposes it could be helpful to quickly see which invoice is valid and which one has been credited.
    Thanks

    8 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  10. More fiscal years in the past at the dashboard. The last three years for instance.

    I would like to see more fiscal years to compare with at the dashboard

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

  11. Preview for "Payment - Thank you" email

    Just like how invoice email is shown as a preview before sending out, it would be helpful if the payment thank you notes are shown.

    2 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  12. Template

    It would be nice to be able to select a template that prefills products onto the estimate. So if bundle 1 always has items x y and z my agents dont have to fill out it every time.

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

  13. Invoice in Half Page Invoice

    We request you to provide invoice in A5 size printing with logo, since our items are sold in Retail and we do not want So Big invoice and its Silk Saree and Dress Material Shop.

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

  14. multipler

    I need a multiplier added to the items field. I rent equipment to clients and my prices are perday. i need to be able to bill them for multiple days.

    Example:

    Item: Power tool
    Dailyrate: $50
    Days Rented: 4
    Total: $200

    Basically just add a multiplier to the items field. I will have to look to another application provider without this being available.

    6 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    For this particular requirement of ours, we would suggest creating an item with the name “Power tool” and rate set to “$ 50”.

    While creating the invoice, you can just pick this item and enter the “Quantity” as 4 so that the final amount becomes $ 200.

    Also, inside template settings, you can rename the fields “Rate”, “Quantity” and “Amount” fields if you wish.

    Kindly give this a try and let us know your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  15. invoice

    Seria importante agregar las ordenes de compra y las facturas de proveedor en el modulo de zoho invoice, al igual tambien agregar la opción de paquetes como en el modulo de zoho inventory

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

  16. There should be an option for taxable shipping charges in the invoice

    there should be an option for taxable shipping charges in the invoice

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

  17. Font & Format

    There needs to be a format and font feature like a word doc when creating new estimates and invoices. This is in the template feature but it needs to be dynamic and available for each individual invoice or estimate. Example, on my last invoice I wanted to highlight that the clients last invoice was over due but I have no way of highlighting it or bolding, underlining anything. Lame.

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

  18. invoice in UBL

    create UBL invoice to send to customer (and own accountant who uses Exact online or any other accountancy software)

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

    Hi Linda,

    Thank you for posting on our feedback forum.

    We would like to know more about your requirement so that we can assist you with the right solution. It would be great if you can drop an email to support[at]zohoinvoice[dot]com and our team will be glad to help you!

    Regards,
    Reshma.

  19. Send an estimate and a due date information before the recurring invoice gets generated

    Send an esimate and a due date information before the recurring invoice gets generated

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

  20. custom formula

    Add the possibility to calculate based on other field. Also feature like IF, ELSE , AND , OR would be great in order to do much more complex calculations. This would maken Invoicing much more advanced.

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