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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. FACTURE NEGATIVE

    Il faudrait pouvoir avoir la possibilité de créer des factures négatives notamment pour des factures de charges locatives avec des acomptes versés plus important que le montant de la facture donc remboursement de la part du propriétaire.
    Ca nous bloque et c'est assez pénible...

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. The ability to shift click or control click when selecting customers for printing statements.

    If I could shift click or control click when selecting customers, a range of customers, for statements it would be very helpful. As it is now, if I want to print the first 100 customers I have to individually click check each customer. If I could click on the first one and shift click on the 100th one, it would be great.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. pls make sure to see refund status &partially refund on invoice list

    pls make sure to see refund status &partially refund on invoice list

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  4. Categorisation of Invoices

    How about having categories in Invoices?

    E.g. If we have decide to differentiate invoices based on departments / services or say locations, then there should be an option to view them separately.

    Say we can assign tags to the invoices and have diff views based on those tags in addition to the existing vertical view.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Attach expenses to invoice number rather then client name

    Attach expenses to invoice number rather then client name. When we have many job numbers for 1 client its not possible to see expenses separated by invoice number.

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  6. Please, help me to use the tool

    Good morning and thank you for everything.
    I would love to use the tool for invoices in my business as a lawyer here in Italy. There are three major issues:
    1. In the area "contacts" it would be necessary to have the VAT number of the client, which is compulsory under Italian regulation for invoices;
    2. It would also be necessary to have a "withholding tax" field, also compulsory, with automatic calculation of the paiment due.
    3. You should be able to combine the effects of taxation (in my field for example I have to charge the client of the…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  7. Delivery note custom text

    We would need to add a custom text to delivery not like Customer signature and date of received shipment so they send it back as confirmation.

    1 vote
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    0 comments  ·  Preferences  ·  Admin →
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  8. PayPal Business Payments Pending

    I noticed this was suggested three years ago, but I wanted to bring it back up. Currently there's no indication that a payment is pending if client paid with eCheck, which is confusing for me and the client both. I know there's a way for the Zoho app to "talk to" PayPal's system, because Freshbooks shows payments as pending when they're in process.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  9. Please implement deposits

    I understand we can use the retainer system. But that is a pain because you have to essentially create two invoices, link them up, etc. etc. It's also confusing for clients. A better solution would be to have a field that is similar to adjustments where you can enter in a percent and once they pay it, the invoice will be marked as partially paid. When work is complete, you just send the invoice again and they can pay the remainder. One workaround is to allow partial payments and add a custom field that shows the deposit amount, but then…

    16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Vendor order format

    Kindly provide a vendor order format in which we can mention the customer names address qty and place of despatch in a single purcahse order to the vendor

    1 vote
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  11. Invoice number be a sequence of year, month and day (YYYY,MM,DD)

    Invoice and estimate number be a sequence of year, month and day (YYYY,MM,DD)

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. Greater Zoho Projects and Zoho Invoice Integration

    It would be very helpful if Zoho Projects could be more seamlessly integrated with Invoice. To me this translates to full integration:
    - all projects in Projects are visible in Zoho Invoice
    - any changes made to budgets, hours worked, etc. show up in both programs in real time.
    - Time clock in Invoice also available in Projects - when recording hours in Projects, they become visible in Invoice.

    4 votes
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    0 comments  ·  Projects  ·  Admin →
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  13. image upload for item from APP

    addinng image to item from the APP is very necessery !!!

    3 votes
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    1 comment  ·  Mobile apps  ·  Admin →
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  14. Option to Mark Item as Free

    During Invoicing Items there should be an option to mark few or all items as Free items so that the corresponding item Amount becomes Zero and GST amount is also adjusted accordingly to Zero. This feature is useful if we are creating invoice for ‘Sample Items’ or if we have offers like ‘Buy One Get One Free’

    8 votes
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  15. More styling options inside the various editors of Zoho Invoice

    One of the feature that we missed the most about our last CRM is the possibility to style a bit more the invoices and the quotes. We have found with time that the ability to style some keys parts of our invoices improve greatly the comprehension for our customers.

    Basically, we need the possibility to make text red, bold, Italic [...] inside the invoices and the quotes.

    3 votes
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  16. customer statement

    I think being able to preview custom invoice templates would help greatly and should be one of the next "To Do" things on here.

    It would encourage us to use portal for out clients more.

    Also, when sending "Unpaid Invoices" to customers, the file sent comes with links to the portal for individual invoices, and the preview on there looks horrible.

    At least to be able to remove the link to the portal like view of the invoice when sending "Unpaid Invoices"

    If this will not be something that can be done in the near future, at least to have…

    3 votes
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  17. remember location in invoice list after saving an invoice

    After saving an invoice, return to the invoice list where you previously were in the list.

    Currently, when you return to the invoice list, you are back at the top of the list

    1 vote
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  18. .DOCX Customisable layout for Sales orders, Delivery Notes, Invoices etc

    instead of HTML option which is not very user friendly, have customisable .DOCX templates for all layouts like the competitor Xero.
    this uses merge fields and can be edited using MS Word for example - very easy to use and can get documents looking exactly like you want them rather than being restricted by the very basic templates in ZohoBooks

    1 vote
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  19. integrate chat in zoho invoice

    It would be very helpful to integrate a chat in zoho invoice. We use all days zoho invoice in different terminals and internal communication is very necessary. I know Cliq exists, but we do not want to have many windows open. Thank you for your attention.
    Alvaro Partida

    2 votes
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    Hi there,

    Thank you for posting on our feedback forum.

    We have recently introduced ‘Web tabs’ in Zoho Invoice which can help you access Zoho Cliq as a tab within the Zoho Invoice window. This can help you access both the apps without having to toggle between multiple tabs.
    https://www.zoho.com/invoice/help/web-tabs/webtabs-introduction.html

    You can try this out and share your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  20. Calendar view

    I find it really gets in the way of using Zoho that to get to calendar view I have 3 clicks. Timesheet - All timesheet - Calendar View. This page should be right under dashboard on the Left menu given how integral it is to the use of the app, so I can bounce to it constantly.

    Not being able to set calendar view as a default is frustrating.

    ***The fact that you show tasks instead of Projects in the default view of all entries has not been thought through. At a glance I want to see what PROJECTS I…

    1 vote
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