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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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1147 results found

  1. dark mode

    Dark mode

    6 votes
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    1 comment  ·  Dashboard  ·  Admin →
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  2. Ability to Edit Invoice Emails in the Mobile App

    Right now though you can send invoices by email from the iOS app, you cannot edit the content of the email. I’d like to be able to edit the email content when sending it (just like you can on the website), because with the new Catalyst app I’m using the “mobile” app on my Mac more than the website, and that is the one thing that I’m having to still go to the website to take care of.

    1 vote
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    0 comments  ·  Mobile apps  ·  Admin →
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  3. Use different currency for estimate and invoice

    Hi everybody! I understand we can't use multiple currency for 1 client at the moment, so I tried cloning the client but with RON instead of EUR, as it was initially, because we issue estimates in EUR but must invoice RON. But I still can't invoice that estimate to the cloned client. I thought it would automatically apply the exchange rate but it doesn't, it doesn't even see the estimate to be invoiced, it's as if I had 2 different clients, I can't do anything! HELP, PLEASE!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Condense Taxes into 1 Row

    It would be great when using a Tax Group if the row at the bottom would just say "Taxes [10%]" and not list all the taxes out with their percentages. If we could have the option to do just 1 row and put all taxes on that but then break it down for OUR reports only.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Second Page of invoice has no Header information or indication of belonging

    When printing a copy of an Invoice which has a second page , I've noticed the second page has no header or reference of any kind, just a page wtih left over info from first page override .

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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    Hi there,

    Thank you so much for posting on our feedback forum.

    We would like to propose a workaround for your requirement: You can disable the organization logo and address in the template settings and add those details in the ‘Header’ section of the template so that it’s displayed on all pages of the invoice PDF.

    If you need any assistance on this, feel free to reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  6. Text formatting (like bold, underline, colour etc) in Description field under each item

    Allow text formatting in Description field on Estimates & Invoices. Full rich text formatting should be availabe like font bold, underline or insert tables within description, select text colour etc

    8 votes
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    0 comments  ·  Estimates  ·  Admin →
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  7. attach statement

    Attach Statement to Invoice - Please set the date range to include all transactions so it will always start with a zero balance. Currently it defaults to Jan 1, 2019.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. how can i create and amending invoice

    how can i create and amending invoice? in spain, if you have to ammend a invoice already done, you have to create and amending invoice in negative, but with other registration code

    1 vote
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  9. I use an Authenticator app already, stop asking me to download the Zoho authenticator

    I already have an authenticator app setup for 2FA - every other time I login I'm asked to stop using SMS and download the Zoho authenticator.

    My account settings show that I have 2FA turned on and that it's Google Authenticator - so 'the computer knows' Surely it's a simple lookup to determine those who are actually still using SMS and only show the prompt to those people.

    It's really annoying UX.

    1 vote
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    0 comments  ·  General  ·  Admin →
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    Hi there,

    We appreciate you taking the time to explain it to us. I agree, the system shouldn’t have regularly prompted to use our Authenticator app, given the fact that you’re already using Google Authenticator.

    If you are still facing the prompt, just drop us an email to support[at]zohoaccounts[dot]com

    Regards,
    Reshma

  10. Report of Unbilled Activity Only Per Customer

    I would love to get a report each month per customer of their unbilled activity (time I spent but did not charge for). I do this quite a bit unfortunately and I have to download each report monthly (which includes billed AND unbilled) just to see how much time I spent and what it would have cost them. I then manually add this report and type it into their bill each month so they can see the value in my time.

    It would save me so much time (and others I'm sure have this same problem) to be able to…

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. Integration with Zoho Backstage

    Integrate with zoho backstage so all transactions are automatically invoiced.

    1 vote
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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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