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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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1092 results found

  1. Cancel automated reminder if the invoice debt is under a certain value

    If the client has partially paid an invoice, for example paid 99.9$ from 100$, I want that the automated reminders not to be sent. I want to set the value myself in Zoho (everything under 10$, don't send automated reminders).

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Workflow limit

    In Automation, currently the workflow limit for each module is 10. This can be increased.

    5 votes
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    0 comments  ·  General  ·  Admin →
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  3. Calculate tax from inclusive Amount - mobile app

    Calculate tax from inclusive Amount - mobile app

    4 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  4. CALCULO AUTOMATICA DE PRECIOS DE VENTAS

    Seria bueno poder poner el precio de costo de un articulo y que el sistema automaticamente le carlulara algunas alternativas de precio de venta:

    Ejemplo:
    En mi empresa Vendemos Partes para computadora:
    Si un Items me cuesta 100 dolares y en mi pais se paga 7% de impuesto, mi costo por unidad deria de 107 dolares.

    si mis opciones de ventas pueden variar en unos casos entre el 10, el 20 y el 30 %, seria posible calcular automaticamente mis precios de venta, dandome asi informacion mas real y exacta si tener que calcular mis precios manualmente al momento de…

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  5. Mail for Invoice cancelation

    I can send the invoice via email but i cant send an email for invoice cancelation to notify the customer

    1 vote
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  6. Restrict user roles

    Users, even though they cannot view customers or their information can access the "Create invoice" page. While they are unable to create an invoice they are able to view customer emails. If we are keeping information from customers and employees confidential this does not help. Would like users to not be able to contact customers whatsoever.

    1 vote
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    0 comments  ·  Users & Roles  ·  Admin →
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  7. Deduct refund amounts so that Total Sales are accurate! (Perhaps refund from Invoices instead of having to generate a Credit Note?)

    Currently when a refund is processed the refunded amount is NOT deducted from the client's total sales—perhaps because at the moment it can only be processed via a Credit Note—so the client overview gives incorrect information. I don't know whether it is also incorrectly reflected in overall sales, haven't had the time to confirm that yet.

    This also wastes time (and is frustratingly redundant) when different users have to dig into invoices, credit notes etc. to see if a refund has in fact been processed.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. 7 votes
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    1 comment  ·  Projects  ·  Admin →
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  9. Marking an invoice saved

    When you create an invoice if you don't send it immediately it saves it as a draft. I would like to be able to save it and convert it to an open invoice without having to send it to the client or having to go back in and mark it sent when I never sent it just to change the status to open.
    This option use to be there and when the software was updated it changed.

    2 votes
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    2 comments  ·  Invoices  ·  Admin →
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  10. Allow Boolean (AND/OR) searches, or searches within a subset

    Searching by keywords is a useful way to cross-reference, check accuracy re: invoice and payment dates, etc.

    I can't currently filter customers by a combination of keywords since the search function only returns the exact string I entered.

    It would be great to be able to use AND and OR commands in a search, or to narrow down a search within a subset instead of having to search the entire database with a single search string and then rely on sorting the results to find what I'm looking for.

    1 vote
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    0 comments  ·  General  ·  Admin →
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  11. Chrome Extension Notes: ability to add notes after stopping timer

    When using the Chrome extension to track time, the ability to add notes is only possible before you start the timer. You can also add a note after you stop a timer by going to the "Timesheet" tab and then editing your entry. However, this is cumbersome.

    Adding notes prior to starting the timer is not ideal as you may not know ahead of time exactly what you are going to be working on, or how much of the task you will complete for the current time entry.

    It would be more user-friendly if the user could add the notes…

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. 1 vote
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  13. 2 votes
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    0 comments  ·  Expenses  ·  Admin →
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  14. Sorting invoices based on numbers

    When there are invoices more than 1000 and tried to sort invoices by invoice number, it's not sorted properly.

    There are some invoices whose numbers are INV-1000, INV-1001, INV-1002 etc.

    However, when they are sorted by descending order, INV-999 is listed on the top. It's sorted as INV-999,INV-998,INV-997,....,INV-1000

    Hope these are sorted based on numbers.

    6 votes
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    3 comments  ·  Invoices  ·  Admin →
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  15. Create Duplicate Invoices and Second Invoices.

    In Mozambique and other countries its required that duplicate invoices be created. One which stays with the Client and one that serves of Proof with the Company. The second copy should indicate that it is a Duplicate. Another useful feature is that once the invoice is issued and printed, if it is to be printed again for the client it should indicate that it is the 2nd invoice being sent. This is useful to control whether clients have received invoices or not.

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. Separate the revenue collected when a sales person is involved.

    Say, I send an invoice to a client and collect money on behalf of my candidates. I might invoice the client for $110. $100 is for the salary of the candidate and $10 is revenue collected from that placement. But in our system, it shows the revenue as $110.There should be a way to separate this $100 and $10

    3 votes
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    1 comment  ·  Reports  ·  Admin →
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  17. Sort expenses by Project Name and have Project Name visible in list of expenses

    Would like to be able to sort the expenses list by Project Name and have the Project name visible for each entry in the list of expenses.

    6 votes
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    2 comments  ·  Expenses  ·  Admin →
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  18. Add Estimates within Zoho Projects Integration

    Zoho projects is a great way to colloborate on an estimation and it would be nice to add this to allow us to quickly send out an estimate based on the time allotmant on tasks.

    13 votes
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    1 comment  ·  Integrations  ·  Admin →
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  19. Add Hungarian language support

    It would be really nice if Hungarian language was supported in Zoho Invoice as it is in CRM and Campaigns. We have users who don't speak other languages and it would really help us to make the switch. Having Hungarian support in CRM and Campaigns was one of the main reason we tried Zoho in the first place and it's a kind of killer feature for us.

    We can help with the translations if needed.

    Thank you !

    1 vote
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    0 comments  ·  Preferences  ·  Admin →
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  20. Additional report options

    I sale and create a lot of invoices with due dates 30-60 days out in one month. I need a report that will show me what I collected in payment for different items in one month. Currently it only gives you the total of each invoice but if I wanted a break down of how many program1's I collected payment on or how many Travel items I collected payment for in one month there isn't an option.
    This would allow me to compare my expenses to income for the month to make sure I am charging appropriately for certain items.

    2 votes
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