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Zoho Invoice

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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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1151 results found

  1. Round up percentages in time to get paid report

    The "Time to get paid" report always ends up with tons of really long fractions that are unnecessary. Could you please round the numbers up to the nearest full percentage?

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  2. Cloning estimates/invoices

    Currently, cloning estimates only clones the line items and cost associations while the location/billing remains the same or is auto-completed to the clients first address.

    As a subcontractor, I am sometimes bidding to up to 25 different General Contractors all competing for the SAME project.

    -I would like the "Clone" feature to clone everything identically (including the project address) except for:

    a) the estimate number
    b) the client info
    c) the date

    This will expedite the process and eliminate errors when submitting to many clients on the same job.

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

  3. Excel export for expenses and invoices is restricted to six months. This should be unlimited.

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

  4. pro forma

    would be great to have an option to create Pro forma invoice and after Final invoice for the same order

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

  5. Enable customization of every tabular display of data.

    Everyone's business needs are a bit different. It would really help if I could customize any tabular display of data by adding/deleting columns, changing their order, and maybe even applying filters. This feature would be available in every Invoice feature that displays data and not restricted to the "reports" feature. I have no desire to create custom reports from scratch. I realize I can do that with analytics. I just want to be able to make slight adjustments to existing data presentations.

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

  6. Europe: link specific client to specific national TAXrates and Invoice Template

    In Europe a company can act with several national Tax numbers in the different EU countries: French tax number for France, Dutch taxnumber for Netherlands, etx;
    Due to the different tax regulations in the different EU countries it would be useful to link specific clients to specific taxrate and to a specific invoice template. For ex. french client linked to french Taxrates and to the invoice template for french clients

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

  7. Need invoice in USD and INR ( for customs purpose) . ?

    How do we generate invoice in INR for an export transaction? The invoicing is done in USD . But for customs purpose we need same invoices in equivalent INR.

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

  8. Integrate incoming email with zoho books, which contain invoice. So that direct integration of purchase bills with incimg mails become possi

    If the incoming mail from the vendor contains invoice or purchase order, then we can direct extract the PO and invoice from the mail and get the record updated in the purchase bills section

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

  9. attach timesheet hours as csv to invoice

    My client has asked that when I submit my invoice I put a single line for all hours - the total hours. But then attach the timesheet entries for the hours on the invoice.

    Presently I have to send the invoice with the daily time sheet entries. The client finds this hard to deal with. He'd like perhaps a csv with the timesheet entires.

    if you could do that option it would be great.

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

  10. uk tax year start 6th April rather then 1th April

    UK needs UK tax year start 6th rather then 1st April other wise this report function is not much good unless you go to custom view each time. I requested this before and was told it was being sorted but not been changed as yet

    1 vote
    0 comments  ·  Reports  ·  Admin →
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  11. Integrate with Zelle payment gateway

    Zoho Invoice should have an option to integrate with Zelle payment gateway

    21 votes
    0 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  12. Allow option to associate projects to customers rather than timesheet

    Allow Projects to be associated under customers to collect information about projects that are not related to time sheets data. For the type of projects we work on a customer can have one or more projects that may start at different times. We need to track the general information about the project, including the description, name, start dates end dates, milestones, deliverable and deliverable dates, and dates when payments are scheduled. Would also be nice if these payment dates could be linked to the recurring invoicing which are scheduled as recurring payments at those specified dates rather than monthly or…

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

  13. Add appendix to estimate and create one pdf

    I often have additional notes and conditions that i'd like to share on a per proposal base. I don't like always that they are in seperate attachments. I'd like to see the following enhancement of the solution:

    Adding attachments to an estimate and merging them to one PDF when client views estimate.

    Providing this option to do this on a per estimate base would further enhance the solution.

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

  14. Tracking Refunds With Their Invoices

    I need to be able to see refund status when looking at the paid invoice. Even if it only says if it has been refunded or partially refunded, I'd get so much usefulness out of that, and for that information to be included in exports of invoices.

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

  15. Series de Facturas

    Poder ter varias series de Facturas e escolher por cada cliente a serie a usar. em cada serie podia usar um layout e logo diferente. Por exemplo o meu negocio vende coisas diferentes posso usar uma marca do que vendo numa serie de faturas e outro logo e imagem noutra serie de faturas

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

  16. allow a different email address to be used for the reminders.

    allow a different email address to be used for the reminders.

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

  17. After Invoicing occurs I need to reschedule my clients for 1,2,3 & 5 year reoccurring intervals, This needs to be shown on a calendar

    Currently I use Zoho to Invoice but I cant seem to find anyway to schedule the next appointment with reoccurring clients which in my case is in 1,2,3 or 5 year intervals.
    If there was a simple way for me to click a box during invoicing that was attached to a calendar where I can select 1,2,3 or 5 years that would help me greatly planning my business moving forward...

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

  18. añadir la opción de pedidos y la de albaranes y que se pueda convertir de pedido a albaran y de albaran a factura

    Seria de mucha ayuda si se añadiese la opción de crear pedidos y albaranes. También convertir un pedido en albarán y un albarán poderlo facturar de manera fácil.

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

  19. allow adding VAT to project hours for recurring invoices

    While it is possible to add taxes to items in recurring invoices, I cannot seem to find a setting to add taxes (VAT) to associated project hours.

    For now I let Zoho create the recurring invoice, remove the project hours, then add them back with the right tax. It would be nice if this was possible automatically.

    Thanks for the consideration!

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

  20. be able to disable the automatic pay in full of invoices

    when entering a payment, the full amount is automatically allocated to invoices, but not necessarily the ones that are actually being paid. It would be nice to be able to turn this feature off rather than having to delete the allocated amounts, then enter them again manually

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