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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.

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1139 results found

  1. Need to be able to sent user permissions to only allow viewing of invoices/estimates created by themselves or admin.

    Need to be able to sent user permissions to only allow viewing of invoices/estimates created by themselves or admin.

    2 votes
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  2. voorraad

    kan ik een voorraad beheer instellen bij invoice

    1 vote
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    Hi there,

    We understand that you wish to mange your inventory using Zoho Invoice. But, I would like to let you know that inventory management is not a part of Zoho Invoice but it’s possible using Zoho Books.

    Zoho Books is an in-depth accounting tool and an upgraded version of Zoho Invoice. Using Books, you can manage both invoicing and inventory.

    You can reach out to support[at]zohobooks[dot]com so that we can assist you better on this.

    Regards,
    Reshma.
    -——————————————————————————-
    Nederlandse vertaling:

    We begrijpen dat u uw inventaris wilt gebruiken met Zoho Factuur. Maar ik wil u graag laten weten dat voorraadbeheer geen deel uitmaakt van Zoho Invoice, maar het is mogelijk om Zoho Books te gebruiken.

    Zoho Books is een grondige boekhoudkundige tool en een geüpgraded versie van Zoho Invoice. Met behulp van boeken kunt u zowel facturatie als inventaris verwerken.

    U kunt erachter komen support[at]zohobooks[dot]com te ondersteunen, zodat…

  3. Setting of yearly/monthly income goals

    I would love to be able to set my financial income goals for the year/for the month and have it displayed on the income/sales/expenses chart! Please consider, thanks! :)

    1 vote
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  4. 1 vote
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    Hi there,

    In Zoho Invoice, you would not be able to create a negative invoice per se. If that’s to keep track of the goods returned by your customer, you can instead create a credit note for it. The credit note amount will be counted as a negative sale.

    Hope this helps.

    Regards,
    Reshma.

  5. Add day level information

    Ability to add day level information. See, we are into dairy industry and create invoices every 15 days for each customer. we deliver Milk and other dairy products based on customer need and they tend to change on daily basis for some customer. so we cannot go for recurring invoices. also we cannot create invoice on daily basis, since it will create 30 invoices per customer for a month and very difficult to track. so if there is a way we could include day level information for 15 days service, it would really be great. thats the one feature i…

    3 votes
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  6. Card authorization form/signature

    ability to have clients sign a payment authorization form when making a payment

    4 votes
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  7. Apart from normal Discount, there is one more line for additional discount colomn.

    Apart from Normal Discount on MRP, one more line for Additional discount, if any.

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

    Thank you for reaching out to us.

    If you wish to include a discount in addition to the default discount field present, you can make use of the “Adjustment” field.

    For instance, if you wish to apply an additional discount of, say 10$, you can just enter “-10” (Minus 10) in the “Adjustment” field and the invoice amount will be reduced by 10. You also have the option of renaming the field as you wish.

    In case you do not have this field while creating the invoice, kindly enable it under Settings > Preferences > General.

    Regards,
    Reshma.

  8. latefee

    I'm sure you've heard it before, but an automatic or manual invoice update, emailed with a late fee, would be wonderful.

    1 vote
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    Hi there,

    Thank you for posting on our feedback forum. You can make use of the “custom function” automation and add late fee to your overdue invoices.

    We have shared the sample code to create this custom function. Kindly refer “Scenario 2” in this link:

    https://www.zoho.com/invoice/help/settings/automation/automation-scenarios.html#custom-functions

    If you need any assistance in setting this up, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  9. 1 vote
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  10. 1 vote
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    Hi Nagaraju,

    We would like to get more information on your requirement so that we can assist you with the best possible solution.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can discuss further.

    Regards,
    Reshma.

  11. 2 votes
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  12. Option to remove contact person name from top of billing address on Invoices - use only "Attention" placeholder

    Remove name of clients' Contact person at top of Invoice billing address - use Attention placeholder instead. I cannot find where this is possible in templates nor contact addresses as they apply to Invoice address format. A State Gov. client has a central accounting dept to receive invoices but my billing address 'contact' person is in a different City hence their confusion.

    1 vote
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  13. User Hourly Billing Rate To add in new user creation module

    Hello,

    I have many users working on many projects in the frame of your timesheet. It would be very good to add an option from the creation of the user thanks to which we would directly key in their hourly rate. I would avoid us to write it again for each project.

    4 votes
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  14. Stripe 3D Secure

    3D Secure support for Stripe.

    7 votes
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    Hi there,

    The Zoho Invoice-Stripe integration is recently enhanced to support 3D secure payments. Since this is currently in the early access stage, we request you to drop an email to support[at]zohoinvoice[dot]com and we’ll enable it for your organization.

    Regards,
    Reshma

  15. Please restore the little time clock next to the item being timed. Having the clock only in the lower left corner isn't good enough.

    Please restore the little time clock next to the item being timed. Having the clock only in the lower left corner isn't good enough. It doesn't tell me what I'm timing, and isn't visible enough to even inform me that I'm timing something. Getting rid of the clock icon is a mistake; please correct it.

    1 vote
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  16. Zoho Invoice - Create an estimate using information from CRM Leads

    Use Zoho CRM with Invoice but the addresses only search for Accounts. If I create an estimate it is always for an unconverted Lead, currently they must be an account.

    1 vote
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  17. 4 votes
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  18. See expenses in calendar view

    It would be good to be able to see expenses in the calendar view along with time spent. It would make it much easier to see if travel had been booked but there is no time for the client etc.

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  19. Easily change organization of invoices in edit or list view or by rule

    We have multiple organizations leads flowing through one zoho login but multiple organizations in zoho invoice. Invoices automatically appear in our Zoho invoice when converted to closed won as a potential. Would be great to switch the organization of that invoice based on which brand the client is interacting with, thus a different logo, website, contact etc on the invoice to stay official.

    1 vote
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  20. Mass Updates for all Project (timesheet)

    Hello,

    Would it be possible to add a mass update for all project? (in ticking a box for instance)
    I update the similar things for each of them ans it's very tiring.

    Thank you

    1 vote
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