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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.

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347 results found

  1. See exactly who opened an invoice

    Currently, we can only see that "customer viewed invoice" as opposed to which contact viewed it (unless viewed via the portal). It is important to be able to see exactly who viewed the invoice and when, even if they view it multiple times.

    2 votes
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  2. 1 vote
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  3. I would like to suggest semi-monthly repeat periods for re-occuring invoices. 1-15th and 16th through the end of the month.

    The Repeat configuration for recurring invoices is pretty flexible except for Semi-monthly which is absent. This seems to be a fairly common billing scenario and I'm surprised it's not included yet. periods should be 1st-15th and 16th through the end of the month. Thanks!

    3 votes
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  4. I would like to suggest semi-monthly repeat periods for re-occuring invoices. 1-15th and 16th through the end of the month.

    The Repeat configuration for recurring invoices is pretty flexible except for Semi-monthly which is absent. This seems to be a fairly common billing scenario and I'm surprised it's not included yet. periods should be 1st-15th and 16th through the end of the month. Thanks!

    1 vote
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  5. Templates for different kinds of business

    Hi.

    It would be great if there were templates for different business categories, e.g. tutoring, medical, law, web development, etc. as it is realised on https://saldoinvoice.com/by-category/.

    What do you think about it?

    1 vote
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  6. Customize Invoice Number Label and Order Number Label

    Some fields are customizable, but other like Invoice Number and the Order Number aren't.
    It would be great if the label text asociated with this two fields could be customizable.

    3 votes
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  7. Have a list of correct formats able to be uploaded to invoices on the upload feature

    Have a list of correct formats able to be uploaded to invoices on the upload feature. I can not find anywhere which formats are able to be attached as an uploaded document on an invoice, I tried sharing a google doc then downloaded as a pdf neither worked (size was 39 kb)

    1 vote
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  8. Taxable Shipments in Invoices

    The ability for taxable shipments. Some states and cities require tax to be added on any purchases shipped to consumers.

    1 vote
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  9. For Zoho invoice --- PM users should only be able to see projects to which they are assigned.

    PM users should only be able to see projects to which they are assigned. This will be a challenge for any customers who have multiple project managers and do not wish for them to access projects they are not assigned to. Also, having a cost rate and bill rate would be helpful for billing purposes.

    3 votes
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  10. Amount in words only showing on right side. We need option to place it left side of the invoice.

    If the amount in words shown on the left side of the invoice, we will get more space on the invoice for items/descriptions. At present, there is no option for where should we place the amount in words.

    1 vote
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  11. 1 vote
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  12. Add data variables to text fields

    At the moment, it's possible to add date variables to item descriptions, like %(Month)% etc.

    I would like to be able to add these to text fields too, e.g. the Order Number field.

    Thanks!

    1 vote
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  13. EXPORT INVOICE option

    Hello can we have an export invoice option as .csv or excel.
    Currently only export is in ,pdf ie_ "Export as PDF"

    Ideal would be to select an invoice by the check boxes, under the "More" dropdown would be a selection to Export as .CVS" maybe right under "Export as PDF".

    3 votes
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  14. Work and sign with certificates

    We need the capability to sign invoices with authorized digital certificates in order to give digitally sent invoices legal credibility. This is requested by law in some countries.

    1 vote
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  15. Format the email to match the style of the invoices.

    Format the email to match the style of the invoices. Or allow us to edit fonts, colors etc.

    3 votes
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  16. Allow timesheet entry with zero time

    I understand the benefit of requiring a valid time value for timesheet entries, but I've run into several instances where the number zero should be a valid entry (yet it fails validation).

    Perfect example: I took yesterday off and would like an entry documenting the fact that I didn't work, and the reason why. It would be extremely handy in the future when auditing timesheets to know there is missing time.

    2 votes
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  17. Deduction of tds,Retention amount & Advance deduction in % showing on invoice

    In total section in invoices there should be provision to add some custom button such as deduction of tds from total amount, deduction of retention from basic amount & deduction of advance payment in %

    1 vote
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  18. Show last 4-digits of the credit card number on a paid invoice

    Where is says "Payment Made" as a line item on a paid invoice, have it show the credit card last 4 digits (if paid for by credit card)

    3 votes
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  19. Telegram and/or Viber

    Telegram and/or Viber reminders would be more effective then email ones

    1 vote
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  20. make a customizable remit area.

    I have a remit stub on the bottom of my invoice. I include a #9 window envelope with my invoices but because the address to my customer is on the right side I have to purchase a more expensive envelope. I would like to have the choice of layout to put the customer address on the left side instead.

    1 vote
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