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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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1139 results found

  1. alternative offered also

    some items are an alternative position.
    Its important to see the price , but do not add the price.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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    Hi there,

    We would like to understand your requirement better so that we can help you with the right solution.

    Can you please write an email to support[at]zohoinvoice[dot]com with more details on the same?

    Our support team will be happy to assist you!

    Cheers,
    Reshma.

  2. Send Later After Editing Email

    I was really blown away when you guys implemented Send Later for emailing invoices. Your customer service is the best! I am just requesting a slight tweak. I would like the ability to edit the email before I schedule it to send. I usually add links or additional details to my emails before sending them.

    1 vote
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  3. Invoices custom view

    When creating a custom view for invoices, for "invoice state" criteria, the "unpaid" state is missing.

    4 votes
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    2 comments  ·  Invoices  ·  Admin →
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  4. appointments

    we need something where we can add appointments and keep track of them

    3 votes
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  5. Customize the sale report

    Hi!, When I make a sales report I need to see the customer name and custom date I add.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  6. subtotal exento

    como obtener un subtotal xento
    y otro subtotal gravado

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  7. Be able to sort items by Qty on hand

    Need to be able to sort items by "STOCK ON HAND" - for some reason all other columns are sort-able but Stock on hand.

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  8. time entry report detailed

    1. Be able view see time entries on weekly bases, with additional filter to drill down by project, task or employee
    2. Be able to see the description of the time entry (currently its just a pop up when you hover over it.). This can be use used to send time report to client as email for their review and approval.
    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  9. automatically record travailing for your yearly report for accountant

    every meeting or jobs that you have the total km / mil. is recorded
    on a map with a picture

    after a month or the year you have the grand total of how much travaling you do.

    2 votes
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    0 comments  ·  Expenses  ·  Admin →
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  10. pied de page

    Possibilité d'insérer un pied de page

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    Salut,

    Si votre demande consiste à insérer un contenu de bas de page sur vos factures, vous pouvez très bien l’insérer dans Paramètres> Modèles> Factures> Modifier> Pied de page> “Personnaliser le contenu de votre pied de page”

    Si cela ne vous aide pas, n’hésitez pas à écrire un courriel à support[at]zohoinvoice[dot]com
    -——————————————————————————————-
    English translation:

    Hi there,

    If your requirement is to insert a footer content to your invoices, you can very well insert it under Settings > Templates > Invoices > Edit > Footer > "Customize your footer content’

    If this doesn’t help, please feel free to write an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  11. Add expense to existing recurring expense

    I'd like to be able to set a previous expense as a now-created recurring expense profile.

    6 votes
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    0 comments  ·  Expenses  ·  Admin →
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  12. Draft should only get invoice # when sent

    To avoid gaps in active invoice #, we should only associate an invoice # when the draft is sent or mark as sent.

    Some of our invoices are created as drafts to keep track of our different incoming invoices for the same project. We send them at different milestones of the project. So, during the time that we work on a project, and it can take months, we can send many other invoices. This is where the gaps between invoice numbers is created.

    So, drafts should have their own numbering (i.e : DRAFT-01) and get their invoice number when sent.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Projected income

    I would like to have reports with projected income for the next week, month, quarter, etc. based on invoice due dates.

    5 votes
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  14. need an option to add items and prices applicable for particular contacts

    in B2B, not every customer has same prices for any SKU. In this case, we should have the option to add items and prices applicable for particular contacts / customers

    4 votes
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  15. Invoice number suffix

    In some countries invoice number is strictly defined by laws. I.e., invoice number is the first number, followed by some other numbers. For instance, invoice #34 could be 34-1-2, where 34 is invoice number, 1 is sales person identification, and 2 defines location.

    It would be nice, if we can't define sales person and location IDs, if it could at least be possible to define suffix for invoices.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. I want an invoice that has been paid, to turn into a Receipt

    You know how you can turn an estimate into an invoice. Maybe you can make a module for Receipts, which converts an invoice into a Receipt.

    In the Recurring Invoices you can set it up so it will Create, Charge and Send Invoice, when in fact it should Create, Charge and Send Receipt. The definition on Receipt is: An acknowledgment (usually tangible) that payment has been made. So maybe you have the following modules / pages in the left menu: Estimates, Invoices, Receipts and so on.

    The difference between a Receipt and a Payments Received is that the Payments Received…

    3 votes
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    0 comments  ·  General  ·  Admin →
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  17. Bulk import old invoices

    There is an import option regarding expenses, but these expenses do not have the corresponding invoices attached to them. These invoices you have to add one by one. It would be good to be able to bulk import old expenses the way you import receipts. That way when you start with zoho invoices but already have previous years of expenses, you have your whole administration in the same location.

    3 votes
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  18. la posibilidad de la impresion pos o formato para impresora de tiket

    la posibilidad de la impresion pos o formato para impresora de tiket

    3 votes
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    Hola Jhonny,

    Puede utilizar la plantilla "Minorista – Estándar y establecer el tamaño del papel a 3 “o 4” para que pueda imprimir las facturas en una impresora POS.

    Haga clic en Configuración> Plantillas> Facturas> + Nuevo y elija la plantilla “Venta al por menor – Estándar”.

    Si tiene alguna pregunta, puede llegar a apoyar [at] zohoinvoice [dot] com

    Saludos,
    Reshma.
    -———————————————————————————————-
    Hi Jhonny,

    You can make use of the “Retail – Standard” template and set the paper size to 3" or 4" so that you can print the invoices on a POS printer.

    Please click on Settings > Templates > Invoices > +New and choose the “Retail – Standard” template.

    If you have any queries, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  19. Increase number of shipping addresses to unlimited ?

    Need shipping address limit increased to unlimited if possible. I invoice a single client for upwards of 200 locations. Thank you for your consideration.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  20. A good idea if is posible is in the proyects, when the workers put the time staf,the same worker can put an article from program

    A good idea if is posible is in the proyects, when the workers put the time staf,the same worker can put an item from program.
    With this idea its easy to do an invoice because now i need to see all days from workers and answer the material for a long proyects.

    1 vote
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