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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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1137 results found

  1. Timesheet Details report should allow filter by "Billable" flag

    The Timesheet - Timesheet view allows filter by Status e.g. Status: Billable or Status: Non-Billable etc.

    However, the Timesheet Details report (Customize Report) does not have this filter which is very important when generating timesheets for billable and non-billable hours.

    Due to this missing filter, we're having to implement workarounds like having a Task called "Non-Billable" just for being able to isolate and generate Non-Billable hours reports separately from the Billable Hours (tasks which are implicitly designated as billable). Effectively, making the Billable flag redundant.

    Please fix this asap.

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  2. 1 vote
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    0 comments  ·  Preferences  ·  Admin →
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  3. We'd like to use/install our own custom font (google font alegreya sans)

    Our company's look & feel is very important to us. We'd like to use/install our own custom font (google font alegreya sans)

    6 votes
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  4. add Interface translation in Russian

    add Interface translation in Russian - but Bulgarian added? =) (although only 10 million speak it, unlike the Russian, where 300 million people speak

    2 votes
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    2 comments  ·  General  ·  Admin →
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  5. Need to include a spot for Vendor name on expenses, also the ability to include on reports and lists

    no spot to include vendor for any expenses, also need to see the description of comments on reports and lists

    6 votes
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    0 comments  ·  Expenses  ·  Admin →
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    Hi there,

    In Zoho Invoice, you would not be able to manage vendors. But, you can do that with Zoho Books.

    Zoho Books is an application that can help you with both invoicing and accounting. In Zoho Books, you have the option to link vendors to expenses.

    To migrate your existing Zoho invoice to Zoho Books, you can follow the steps in this link:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any questions, you can get back to us at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  6. Adding the client name to "Estimate(XXX) has been accepted" email and mobile notification

    Adding the client name to "Estimate(XXX) has been accepted" email and mobile notification

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  7. Offline Use + Add/Create Invoice Widget

    Hi Guys, would like to able to use the app offline and just have it sync later when connected online. I had pending items to do with regards to my invoices: add clients, create invoices, change some settings, etc. which I had planned to do on a plane trip but couldn't do anything. As someone mentioned here as well... they live/work in a rural area and would just need to log items. Offline use would be great. Also, could we have a Create/Add Invoice widget (on iOS). There's only a timer which we don't use. Thanks Guys!

    3 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  8. Report Exporting Listed by Date

    Hi Guys, need to be able to export a report listed by date. Sorted by date and Invoice Number. With columns as Date/InvoiceNumber/Client/Amount/Description, other info, etc. This is the report we need exported for the business. I can't find a way to do that at the moment unless I'm just missing it? Thanks Guys!

    3 votes
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  9. cards view by date

    In the time sheet view you can view all project hours by table, or by card view. In card view, it shows lifetime project hours, but no ability to determine how many hours were logged this month / week / day.

    3 votes
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    0 comments  ·  Projects  ·  Admin →
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  10. Add a bi-monthly option for Recurring Invoices

    Currently, the only options are Weekly, Twice a Week, Monthly, etc. There is no option for bi-monthly (e.g, the 15th a last day of the month).

    You can set a Custom Repeat of every 15 days, but that doesn't work for months with 31 days.

    Bi-monthly invoicing is very common, and Recurring Invoices aren't that useful without this option. Thank you.

    3 votes
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  11. Proper GST report for singapore zoho users

    Zoho should consider implementing proper tax report for singapore customers.

    Otherwise the default GST reports is useless.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. Ability to change sales rep contact info

    It would be great to be able to 'select sales rep' and have it change or add further email & number into the estimates/invoices? Currently it only displays 'sales manager'? We need to have email and mobile contact!

    1 vote
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    0 comments  ·  Users & Roles  ·  Admin →
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  13. Sub Grouping on Aging Reports

    Enable the use of custom created invoice fields on Aging reports (at least in the detail Aging report)

    Under the Customize Report option - to be shown in the report and selected in the group by option

    1 vote
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  14. Invoice several customers on one screen with different amounts- then be able to send them via email from that one page

    Being able to enter all invoices for the day in one area would be wonderful and save so much time. Lets say Susan purchases 3 items at @8.25 each, Larry purchases 14 items @ $9.05 each.. I would like to be able to enter in all of that information in one area on separate lines an once all invoices for the day have been inputted- the system can email or print out those email that you had compiled for the day all at once, rather than sending each one separately.

    1 vote
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  15. Ability to associate all projects (current and future) in recurring invoice

    When creating a recurring invoice for a client, you select associate projects that exist at the moment of creation. When you create a new project for that client there is no option to add it to the recurring invoice. And there isn't an option to select all projects current and future. This would help out a lot, so you don't have add a project to a recurring invoice each time it's created and risk forgetting and not invoicing your client properly.

    2 votes
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  16. Sales Tax Liability Report

    Need to be able to customize what's shown on the Sales Tax Liability Reports- specifically Customer Name should be noted along with the Invoice Number for easy/quick reference

    4 votes
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  17. For GSTR 1, can we have a report with detail list of invoices for the month (including place of supply and GSTIN)

    A record of list of mails sent from ZOHO ( dont want to full my email box).
    So a seprate feature of mail sent

    1 vote
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    0 comments  ·  GST India  ·  Admin →
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  18. Timer to record seconds

    Although seconds are counted in the timer, they are not recorded on the timesheet, and the time recorded is by default rounded down to the nearest minute, which loses a lot of time in the final invoice. I don't want to round up and overcharge my clients. Please can the seconds timed be recorded on the timesheet?

    6 votes
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  19. Enable printing/exporting of Comments & History section

    I would like to be able to do this so I can save the History of an unpaid bill as tax support for a Bad Debt expense.

    1 vote
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  20. User and roles

    Under the Expense , category can be assigned contact owner ? same as the contacts
    for us to assign people to access the limited category to update the expenses.

    this is more help full for Admindepartment and finance department

    3 votes
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    0 comments  ·  Expenses  ·  Admin →
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