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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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45 results found

  1. different payment modes to be allowed for one invoice

    1. For one invoice if two payment modes are used by the customer, how do we handle.

    2. Is it possible to provide in the invoice itself, partial payment through different payment modes?

    1 vote
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  2. Payment Mode Display

    Is there a way to display Payment Mode(Cash/Card/Cheque) on the Invoice PDF print in Retail Template(Standard/Premium)?

    1 vote
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  3. Auto apply advance payment to customer invoice

    We are in business where we take advance payment from customer and then generate invoice basic consumption of the services at end of the month. Is it possible to auto settle invoice against any existing open payment of the customer automatically during invoice creation? This will save lot of time as otherwise one has to do it manually for hundred of customers one by one each month.

    1 vote
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  4. 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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  5. "google pay"

    It will be great if you can add Google Pay for Indian clients.

    3 votes
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  6. Allow clients to pay invoices using their credits in client portal

    Allow clients to pay their invoices with their credit in the client portal. At the moment we have to apply their credit to an invoice manually, it would be easier and quicker if clients could do this themselves.

    1 vote
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  7. split due dates for example , my payment terms are 50% on due date or on a specific date and the rest are after 70 days

    how can i split the due date?
    if my payment terms are:
    50% on due date
    and 50% after 60 days
    is it possible?

    15 votes
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  8. 8 votes
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  9. Add currency options for Estimates and Invoices

    A lot of businesses offers Estimates under a certain currency while clients prefer to pay using a different currency. It messes up our accounting records because I have to go all the way from deleting the accepted estimate and sent invoice to the client before I could change one invoice and enter payment using the correct currency used. What if they decide to move to a different country next year and they opt to use a different currency? It means I cannot issue a new estimate/invoice under a new one, wherein as your team suggested to make a multiple contact,…

    1 vote
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  10. Record Advance payment with tax deduction

    we are unable to record advance payments with tax deduction before invoice

    kindly add this feature as its is difficult for us to manage advance payments

    1 vote
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  11. Paid invoices checked

    Please,please make it possible to mark invoices as paid easy.My customers pay with checks and It's really terrible to mark each invoice as paid.Imagine if you have 100 e-mails inbox and you have to mark them as read one by one!It's the same thing here.I'm clicking half an hour to do that!

    2 votes
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  12. send payment received email to salesperson instead of standard email

    When payment is received for an invoice I would like the "payment received" email to go to the salesperson as opposed to the standard default or primary email.

    1 vote
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  13. Change Base Currency - Without Having to remove existing invoices in that currency

    Change Base Currency - Without Having to remove existing invoices in that currency

    6 votes
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  14. Payment Notice Templates

    When recording a Payment and selecting “Send a “thank you” note for this payment.
    I can not choose an Email template or a Payment Receipt template.
    The system sends the default Email and Receipt templates.
    I have created a few Email and Receipt templates, but can not select them when sending a payment notice.
    The Email and Receipt templates were created so that the Emails and Receipts reference the items paid for.

    3 votes
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  15. pls make sure to see refund status &partially refund on invoice list

    pls make sure to see refund status &partially refund on invoice list

    4 votes
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  16. PayPal Business Payments Pending

    I noticed this was suggested three years ago, but I wanted to bring it back up. Currently there's no indication that a payment is pending if client paid with eCheck, which is confusing for me and the client both. I know there's a way for the Zoho app to "talk to" PayPal's system, because Freshbooks shows payments as pending when they're in process.

    1 vote
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  17. Preview for "Payment - Thank you" email

    Just like how invoice email is shown as a preview before sending out, it would be helpful if the payment thank you notes are shown.

    2 votes
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  18. 1 vote
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    1 comment  ·  Payments  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    We would like to know more details on the payment history you are referring to. Can you please drop an email to support[at]zohoinvoice[dot]com explaining the same?

    Regards,
    Reshma.

  19. Percentage based fees

    I run a small architectural practice. our fees are sometimes based as a percentage of the anticipated contract sum. so for example my fee agreement might be 5% of an anticipated build spend of £100,000. My invoiced fee would therefore go up or down according to the contract value. At the moment there is no facility for me to 'rate' this in my project set up. Would be great if i could do this, or at the very least have an 'other' setting i can customise . thank you.

    1 vote
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  20. Accept checks securely as echecks, not ach

    Provide a platform to securely accept e-check payments with typical low e-check pricing and immediate check printing (not ACH services that take 3+ days.)

    1 vote
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