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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.

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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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39 results found

  1. Organization Hierarchy Chart for Zoho CRM

    An important part of any sales process is to ensure you’re speaking with the right person in an organization when working on an opportunity. However, when there are multiple contacts for each account, keeping track and reaching out to them seems to be an uphill battle- For which account should I contact whom? Who manages each department? And who reports to them?

    The right person with the highest decision-making power is vital for closing the deal and shortening the sales cycle. Instead of sending emails or interrupting others to ask for this information, the sales teams can view the information…

    1 vote
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  2. Google drive for Zoho CRM Custom Module

    By using our Google Drive for Zoho CRM Custom Module extension, the user can browse, add and access the files related to customers from a single place in Zoho CRM (Custom Module) and share them with others instantly without having to open #googledrive and search for the relevant files, which reduces time when searching for important files.

    👉 See here for more info: https://www.bizappln.com/integration/zoho-google-drive-integration.html

    1 vote
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  3. Update Zoho CRM Integration: Trigger Points

    Zoho CRM Trigger Points (Invoice)

    Currently only one option: "Create/Void an Invoice when a Deal is won/lost respectively"

    Would like to break that down into two options. In my case, would like to void the invoice, when the Deal is lost, but not create when deal is won.

    1 vote
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  4. 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
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  5. Choose send from multiple SMS numbers

    We use Twilio, but have multiple SMS numbers geographically. It would be really helpful to be able to select which number to use for each customer, so that the messages are delivered in the same region as the customer.

    3 votes
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  6. Klarna

    Klarna to be a integration, through stripe or on own, within invoices

    3 votes
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  7. Integration with Zoho Backstage

    Integrate with zoho backstage so all transactions are automatically invoiced.

    1 vote
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  8. Import Timesheet entries from Zoho Desk

    The current Invoice-Desk integration moves the invoice functionality in to the Desk application. This is only of use if you only invoice based on tickets. If however you have other things you invoice for such as equipment, subscriptions, etc, this function is of no use because all of those are kept on the Zoho Invoice side. So I am stuck with either sending 2 invoices a month or manually re-entering time entires on the Invoice side.

    It would be much more functional if time entries could be selectively imported from Desk in to Invoice and then on the Desk side…

    3 votes
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  9. Setmore integration

    I use Sitemore for my bookings and unfortunately this does not have an invoice functionality.
    It would be great if you could work with Sitemore to have a full intigration.

    3 votes
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  10. Post to Slack when invoice is submitted for approval/is approved

    With Slack, a notification when an invoice is submitted for approval and subsequently approved.

    3 votes
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  11. Integration with Adobe Creative Cloud suite

    There are millions of designers, motion graphic designers, video editors, web developers, photographers, ... worldwide that use the Adobe Creative Cloud suite throughout the whole day. Paymo (a rival of Zoho Invoice) is the only program that has time tracking built right into Adobe CC. The time tracker shows up as a palet in the programs. This is really handy because you all time that you log inside the program is automatically synchronized with the Paymo program. I think there is a huge market for this. I for one would be really happy with this feature!

    1 vote
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  12. Conference travel funds donations

    I am organizing a conference in France with ten speakers from the USA. I would like to circulate an email with all ten speakers and a stripe pay button for each speakers’ bank account.

    1 vote
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  13. CREDIT NOTES SYNCHRONIZED IN ZOHO FINANCE CRM MODULE

    The figures in my sales dashboards in Zoho CRM can not be true as the credit notes are not reachable from the CRM

    The salesteam need to know the real business number in real time to check their goal achivement

    3 votes
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  14. Time log tool For Pc and Android

    time sheet and time log issues, currently you have to add notes to the time log before you start the timer you can't add notes while working and timer is running. On a PC you have to go to time sheets and edit notes after the fact. On android you have no options to edit notes

    3 votes
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  15. Exportar a formato facturae

    Crear la posibilidad de exportar a formato facturae

    1 vote
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi!

    Thank you for posting on our feedback forum.

    It would be great if you can elaborate your requirement and send it across to support[at]zohoinvoice[dot]com so that we can get in touch with you :)

    Regards,
    Reshma.

  16. Import currency from ECB

    The European bank offer a free currency file each day

    Would be nice to be able to import that automatically or manually

    Link to the file: https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html

    1 vote
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Steen,

    In Zoho Invoice, it’s possible to fetch automatic exchange rates by choosing the “Enable exchange rate fields” option under Settings > Currencies. This would fetch the exchange rates from ‘Open Exchange Rates’ (https://openexchangerates.org/).

    You can take a look at this help document to have more insights on the same:
    https://www.zoho.com/invoice/help/settings/currencies.html#exchange-rate-feeds

    Hope this helps.

    Regards,
    Reshma.

  17. Zoho Invoice - Create an estimate using information from CRM Leads

    Use Zoho CRM with Invoice but the addresses only search for Accounts. If I create an estimate it is always for an unconverted Lead, currently they must be an account.

    1 vote
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  18. Integration with Google calendar

    22 votes
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  19. Integration with Zoho Mail to sync contacts

    3 votes
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  20. Geofencing

    I currently parse my Google Timeline kml files and strip out what I need to confirm my timesheet entries.. However, some timeheet apps now support geofencing.

    (Android-centric here)

    Updating the terms of service on the Zoho invoice app to allow location sharing and using geofencing Zoho users could mark their Contact's GPS coordinates (multiple sites per Contact) in Zoho. Then, with geofencing, when a Zoho user goes onto a client site a time-entry could be started and an alert generated on the phone. Same process when leaving an area.

    I know I am missing quite a bit of detail on…

    1 vote
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