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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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1137 results found

  1. Auto-scan expense receipts through the mobile app

    Option to upload expense receipts through the Zoho Invoice mobile app and have them automatically scanned.

    14 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  2. In timesheet calendar view, display the full Project and Task name as well as Start and End Times upon mouse-over.

    In timesheet calendar view, display the full Project and Task name as well as Start and End Times upon mouse-over. This would save lots of time instead of having to clicking on the link to open the full time entry then having to close it again. Would make it much easier to browse through the time recorded on the calendar

    1 vote
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    0 comments  ·  General  ·  Admin →
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  3. Choice of email template when a customer accepts an estimate and is automatically sent an invoice

    When a customer accepts an estimate they are sent the standard invoice email template. It would be good to have a choice for this template.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  4. Integration with Zoho Backstage

    Integrate with zoho backstage so all transactions are automatically invoiced.

    1 vote
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  5. Deposit options on estimates & invoice

    THE RETAINER INVOICE IS NOT AN OPTION FOR THIS

    So please dont reply with that.
    We need the estimates to show a deposit or downpayment option.

    And the adjacent invoice needs to have the same option.
    Sage has this option, why can the ZOHO system not do this?

    9 votes
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    0 comments  ·  Estimates  ·  Admin →
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  6. move columns on invoice to place them by necessary order

    i would like to place the columns in a specific order that would make better sense to my client when viewing the invoice.At the moment the distance between 2 columns is so far that mistakes are made when reading the invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. documents always full page (A4\Letter)

    I would like to have the footer always in the bottom of the page when the document is printed. Thats no professional when someone print my invoice\estimate half of the page is empty. Thats right for all the documents.

    I never receive invoices half filled, Could be some space in the middle, but not like that.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Commission on Sales/Invoices

    Separate form to enter commissions by line to correspond with an invoice, to pay commission to client/sales person.

    3 votes
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    1 comment  ·  General  ·  Admin →
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  9. transport

    Could we add an option to item FEE OF TRANSPORT to toggle between taxable option or not in the options. Currently Fee of Transport on invoicing are set below the taxes table. Hence not being taxed. The way we work here we need to have it taxed.

    Thank you for looking into it. Would be huge and simple.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. comments

    Surface comments, or icon showing outstanding comments, on invoice list screen. Make comments more prominent on invoice detail screen.

    When we type comments on an invoice, it's because our team has questions, concerns, or other notes. We need to be able to look at our invoices and see where which need attention.

    3 votes
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  11. As a business owner, I need the Dashboard pie chart to reflect accurate categories for expenses so I know what's being spent.

    There is a category called "Others". It isn't clear what this is pulling from. Everything has a category. I suspect this is keying off of any category that wasn't part of the system categories. But it isn't helpful.

    1 vote
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    0 comments  ·  Dashboard  ·  Admin →
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  12. to highlight heading or certain line in bold letters

    how to highlight a heading in invoice or particular line in bold letters

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. Convert Multiple Delivery Challans to Estimate

    We deliver goods using Delivery Challans and fortnightly send an Estimate to our buyer with the description of Delivery Challans and when the buyer confirms that the estimate is ok then we convert that estimate to Invoice. There should be an option of converting multiple delivery challans to estimate with the description of delivery challans.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  14. Allow email to be sent for items other than invoices.

    I would like to be able to send bulk status updates or important notification to my customers but I cannot seem to find an option for that.

    1 vote
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  15. DCAA Compliance

    Need timesheets to be DCAA compliant for use on US government projects.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  16. VAT exempt option in vat category for wages etc

    VAT exempt option in vat category for wages, postage etc. the system does not generate the correct vat figure because you can only have zero% vat or a percentage.

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  17. 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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    1 comment  ·  Payments  ·  Admin →
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  18. Differentiating feature for contacts with the same name

    Please add a permanent date of birth (or other unique) field that differentiates contacts with the same name and also appears whenever that contact is selected.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  19. project status

    I'd love to be able to set additional Project status options that I can use to filter my project list. Active and Inactive are a bit too limiting. I'd love to have an invoiced, complete (awaiting invoicing) and that sort of thing so i can see what the next stapes are at a quick glance.

    1 vote
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  20. Gutschriften intigtrieren

    bitte integrieren Sie auch die Gutschriften im Portal.

    1 vote
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    Hallo,

    Wir möchten klarstellen, dass auf dem Kundenportal in Zoho Invoice auch die Details zu den Kundenguthaben angezeigt werden.

    Wenn Ihre Kunden die Credits im Portal nicht anzeigen können, wenden Sie sich bitte an support[at]zohoinvoice[dot] com

    Grüße,
    Reshma

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