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Zoho Invoice

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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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1147 results found

  1. comma and dot when editing invoices

    In my language i type comma for decimales - not dot. I have changed the language in the settings and the final pdf's are shown correctly, but when I choose to edit, then I can't type comma, but is forced to type dot which is not natural for me. Don't know if I have done something wrong, but it is a bit anoying :) .. could you fix this?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Deberían incluir en la dirección la geolocalización exacta pudiendo seleccionar directamente desde google maps.

    Cuando abrimos la app y seleccionamos la direccion de un cliente y nos abre google maps. este nos lleva a la dirección cargada en la ficah del cliente. Pero desde la ficha del cliente no permite colocar la geolocalización directamente seleccionando en google maps; porque muchas veces no toma en cuenta el nro de la casa. Pudiendo geolocalizar nos llevaria al punto exacto.

    1 vote
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    0 comments  ·  Preferences  ·  Admin →
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  3. invoice level images instead of item level

    I would like to be able to add two to three large images to the invoice/estimate/sales/order at the invoice level, not at the item level, thanks.

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

    If your requirement is to add images at invoice-level, you can add them as attachments to the invoice so that it gets sent to the customer when you e-mail the invoice. You can attach files while creating/editing the invoice.

    In case you have any questions, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  4. Allow quick switch between timesheets

    Is it possible to have a way to switch quickly between the timesheets of different clients/projects as I work on a number of projects throughout the day and have to switch between them very frequently.

    1 vote
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  5. Add Vietnamese

    CRM & People have Vietnamese language option; Invoice does not.
    Format so Vietnamese labels do not overlap

    1 vote
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  6. I would like to close last year and start new one in order not to get confused

    I need to get a feature that shows invoices in folders, each year in separate folder.

    1 vote
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  7. Alphabetical

    When adding a new client their names should automatically be added alphabetically to the existing names.

    1 vote
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    2 comments  ·  Customers  ·  Admin →
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    Hi there,

    We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.

    In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  8. custom field for delivery note

    custom field ex: delivery date...etc. for Delivery Note

    3 votes
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  9. 2nd level authentication by using stored keyword at Zoho

    Webroot, a high quality AV provider, use a stored keyword for 2nd level authentication. Users are asked for say the 2nd and fifth letters. Next time it might be the 1st and 6th letters. Simple, very effective.

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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  10. Statement Credit or Outstanding

    It would be great if the customer statement could show an amount owed in red text and if the customer is in credit then black text. At the moment the figure is a minus when the customer is in credit and they believe they still owe monies.

    3 votes
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  11. 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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  12. Tax method validation

    When creating a new line on an invoice, sometimes I forget to enter a Tax Method. I would like to have a warning if I try to Save an invoice in which a line item does not have a Tax Method.

    3 votes
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  13. Record Advance payment with tax deduction

    we are unable to record advance payments with tax deduction before invoice

    kindly add this feature as its is difficult for us to manage advance payments

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  14. Document page breaks

    I'd like to see an implementation of elegant page breaks on Estimate and Invoice documents. Possibly adding the flexibility to manually determine where the page breaks.

    2 votes
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  15. Compose and send email to all contacts

    Compose and send email to all contacts at the click of a button to alert of e.g closure

    3 votes
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  16. New field below the "Bill to" section

    Which can be modified on a case by case basis, without needing to go through the contact list

    1 vote
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    Hi there,

    While creating the invoices, if you click on the billing/shipping address, you’ll be able to view the ‘Attention’ field. Kindly check if it would be suitable for you to add the necessary detail (you want to display) in this field.

    Entering the information in the ‘Attention’ field can help you save time as you can do this right from the invoice creation page (without having to go to the contacts list).

    By inserting the placeholder for “Attention” in Settings > Preferences > Contacts, you can display this field in the invoice PDF too.

    If you have any further questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  17. 1 vote
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    Hi there,

    Since inventory tracking is not available in Zoho Invoice, your requirement cannot be met directly. However, you can upgrade your Zoho Invoice account to Zoho Books to achieve this.

    In Zoho Books, you would be able to maintain inventory for your items and also configure the settings to receive an alert when the stock goes below the re-order point.

    You can refer this link to know how to migrate your account from Zoho Invoice to Zoho Books.
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions, feel free to reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  18. vendor

    Add a field to the Expenses area to show the vendor. Currently I have to add it to the Notes field and this isn't indexable or searchable.

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

    In Zoho Invoice, since ‘vendor management’ is not available, your requirement cannot be met directly. However, in Zoho Books, you can associate a vendor to the expenses you create.

    If you already have a Zoho Invoice organization, you can easily migrate it to Zoho Books using the steps in this link:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions, you can reach out so support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  19. Add "project" title info to email headline

    While sending emails: auto-templating and populating

    The (send) email and header of the .pdf is simply an estimate number when auto-populated.

    I would like to see the Project Title associated with the Number

    I.E.

    E-1234 vs (Project Name) "Exterior Painting" - E1234 from ECSW

    2 votes
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  20. Cloning both billing address AND customer address (drop-down access)

    Simply put, I am a subcontractor that sends proposals to several contractors for the same project through a shared network. I would like to eliminate the redundancy of entering the JOB location when I change the contractor I am sending to.

    Default- this info must be entered every time, even on a cloned proposal.

    1)create proposal with client and project location info (new or existing in drop-down)
    2)save draft/send
    3)clone
    4) select new/different client (from dropdown)
    5)*still have to manually enter project location (rather than info xfer from original)
    6) save/send etc.

    Trying to eliminate step 5.
    Thanks!

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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