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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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1139 results found

  1. Need an invoice option to categorize the charges by date

    For service providers, such as consultants, who work on multiple projects for the same customer each day, it would be helpful to be able to provide the customer with an invoice organized by day - showing the breakdown of which projects were worked on and the time spent per project on that specific day.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Integration with PayUbiz payment gateway

    4 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  3. Add Invoice Balance Field on Payment Receipt Template

    Display if there is outstanding balance on an invoice or is simply 0 on a Payment Receipt PDF. This field is missing from the settings. Not sure if it's a bug or a feature. All other invoice fields are there.

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. Be able to print an invoice with a negative balance

    Currently you can only print invoices with a balance. We occasionally need to print with a negative balance or that the customer has a credit.

    1 vote
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  5. Allow TimeSheets to be created without a project, just a customer

    I'd like the ability to create a timesheet for a customer and not have it associated with a project. I do retainer billing for my customers and that retainer encompasses multiple projects. I end up having to create a project that's named the same as the customer and place all my timesheet items in there. There needs to be a way to just create a timesheet item and attach it to a customer and not to a particular project.

    4 votes
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  6. Address format

    Hi,

    I just want to upload 1000 addresses in random format and i want the software to align them in to a format what i have setup

    1 vote
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Sakthi,

    While importing contacts into Zoho Invoice, you would have separate columns for each address field like Street address, City etc., You can enter the contact information in the corresponding columns and have them imported.

    The format in which this is displayed, depends on the ‘Customer billing/shipping address format’ you have set under Settings > Preferences > Contacts.

    Hope this clarifies :)

    Cheers,
    Reshma.

  7. tax inclusive notation option to change to another language

    Even though zoho invoice is highly flexible, I was unable to change this to the language that we need the invoices to be in.

    1 vote
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  8. Add Romanian Language

    I was able to translate and update invoice.zoho in Romanian in general but there are some obstacles. I am consulting for someone and had to persuade them to purchase this app and they are a young business and this is much more expensive then some options locally but zoho invoice is FAR better and you would increase your customer base by adding this language.

    1 vote
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  9. Windows 10 Universal app

    Please create a Windows 10 Universal app for both desktop and mobile. The current apps that are available allow me to get by however they lack many features that are available on other platforms and the UI is out of date my many years.

    3 votes
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  10. Allow for non-billable hours to be included at zero rate on invoices.

    Allow for non-billable items to be imported at zero rate on invoices. This allows for items to be shown on invoices but not billed for.

    3 votes
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  11. Contact person needs to be separate for invoicing, estimates and client portals

    We deal with large companies and we contacts should not be able to see each other's invoices / estimates, etc. They should only see their own. They all belong to the same company, but they work in different departments.

    You should also be able to address email templates to the contact person and not the organisation.

    5 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  12. Refresh button easy access

    Refresh button easy access.

    Most pages the refresh button is either hidden within the drop down button list so it would be a hassle to hunt for it and doing it with 2 clicks or more.

    1 vote
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  13. Mobile Money Payment Gateway

    Mobile money Transfer as a payment gateway.
    Integrate for Instant Payment confirmation using pay-bill numbers and transaction codes for mobile money payment systems.

    1 vote
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  14. Interactive Estimate

    Its gone be nice if it would possible to send interactive estimate to client that permite him to have more choose with a diffrent price + some colone or option as desired.

    Estimate for byunig a PC :

    PC Tower
    Black + Fan 35$
    White + 2 Fans 55$

    RAM
    IF 4GB RAM 30$
    IF 8GB RAM 50$

    Hours work
    IF do this 15$ per hour
    IF do that 10$ per hour

    Warantie
    IF take this 1 year warranty
    IF take that 2 years warranty

    Thanks for your consideration about this feature.

    9 votes
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  15. Retrieve deleted invoices

    It would be nice to be able to retrieve deleted invoices. Allow deleted invoices to remain in the system for 30 days before being permanently deleted from the system.

    1 vote
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  16. Allow clients to review service even without the client portal access

    I love the idea of using Zoho Invoice to collect feedback from my cusstomers. My business is a business in which we process one transaction with the customer, and we don't have any more business with this customer for several years down the road. Requesting my customers to create a user name/password for client portal doesn't make sense.

    I would like to see the client review functionality to work without enabling the client portal for my customer. This would allow business es like mine with one time customers to request feedback from the customer.

    8 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  17. Have the possibility to adjust reports, such as removing or limiting the width as to make a list

    Have the possibility to adjust reports, such as removing or limiting the width as to make a list

    1 vote
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  18. Enable exchange rate feeds automatically for the mobile app zoho invoice

    Mobile app zoho invoice need automatic exchange rate feature, that is available on the Pc and IPad versions. Using all three devices, but every time I use the mobile app on the run, I have to spend a lot of time to correct the rate. Right now this user friendly feature is not avalable for phone users

    3 votes
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    1 comment  ·  Admin →
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  19. Integrate with ESP's

    Add integrations with ESP's like mailchimp, sendgrid, campaign monitor, mailwithus,... with support for transactional mailing to the extent to support a fine grained custom email template.

    Put the heavy lifting of formatting and sending the mails at the ESP instead of Zoho and thus offer far better emails capabilities than currently supported in zoho

    4 votes
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    0 comments  ·  Integrations  ·  Admin →
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  20. A column with VAT in the adding bulk expenses window

    Hi Zoho,

    Could you please add the column VAT to the record bulk expense window, that would be great!

    Thanks!

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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