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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. 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
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    0 comments  ·  Invoices  ·  Admin →
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  2. 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
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    0 comments  ·  Invoices  ·  Admin →
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  3. 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
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    2 comments  ·  Invoices  ·  Admin →
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  4. allow a different email address to be used for the reminders.

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

    1 vote
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  5. 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
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    0 comments  ·  Customers  ·  Admin →
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  6. 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
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  7. 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
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    0 comments  ·  Invoices  ·  Admin →
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  8. 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
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    0 comments  ·  Payments  ·  Admin →
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  9. Develop an option to create Cash Invoice

    Please develop an option to create Cash Invoices, without evening entering the customer name.

    3 votes
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  10. Put new task on top when logging time

    99% of the time, I'm posting a new task when I log my time. I'd like the new task pulldown to display before any existing tasks. Right now, new task is at the bottom of the list.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  11. Bonjour, est-il possible de faire une extraction du fichier client global ? j'aimerai récupérer tous les e-mails de mes clients facturés et

    Permettre de faire une extraction du fichier client global.
    Pouvoir récupérer tous les e-mails des clients facturés et/ou à qui on envoie un devis, à afin de leur envoyer un e-mail.

    1 vote
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  12. Sub total each expense category on the PDF version of the expense report

    It would very helpful to see a meals total, travel total, & a hotel total as well as the report total when looking at the PDF version

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  13. Custom Timesheet reports & Add filter view to customer portal

    Report
    It would be very helpful to add search/filter fields to the Timesheet report. I need the notes section. I do not need Staff, logged hours, billable hours. I just need task list, dates and notes.

    Viewable
    All Timesheet view I would like to be able to view & hide columns. i do not want hours, billable, user, time, but I need notes. This view would be extreamly helpful in the Client portal as well as view only. The CRM allows for this filtering. It would be great to be able to add this to Invoice as well.

    Custom Field…

    1 vote
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  14. 1 vote
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  15. 1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  16. Default Items on Estimates/Invoice

    I charge people the same specific items on every invoice. Could there be an option to check so I don't have to click the same 4-5 items for every customer (~65 people a year)

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  17. Create a simple import from excel/page feature to update payment using invoice number only

    Current xls require too many details and time consuming. Invoice number alone is enough once uploaded review and post payments would be great.

    1 vote
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  18. Header details on all pages

    All pages should have header details with logo and details of the organisation as well as inoivce number and date etc. The page number should also come in (No. out of No. of pages) format.
    I have set organisation logo, names address etc in header field of the template, but still the second page does not have this information. No one can tell that the first and second page belong to the same invoice.

    3 votes
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  19. dark mode

    Dark mode

    6 votes
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    1 comment  ·  Dashboard  ·  Admin →
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  20. 1 vote
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