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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.

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. Add PaySera as payment gateway

    Basically it's the only gateway that works in Cyprus besides PayPal. I'm having problems with PayPal.

    4 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  2. sort timesheet by date (desc) instead of task

    hi!

    it would be great, if the timesheet (the list of time entries) were sorted by date in descending order by default. right now it is sorted by task (i can not imagine a possible use case where i would want this).

    currently i always need to click on the date column header twice to see if i didn't forget to log time at a client.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. If the label able drag and drop customized manner means it easy to us.

    I want to choose label as per my wish in the invoice templete

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, you can very well rename the label of almost all the fields present on the invoice. This can be done under Settings > Templates > Invoices > Edit.

    If you can drop an email to support[at]zohoinvoice[dot]com with your exact requirement, we’ll be happy to assist you!

    Regards,
    Reshma.

  4. Terms & Conditions per template

    We have different payment terms for different estimates as we sell two different services with different payment terms. This means that we need to manually paste the terms on each estimate to make sure it reflects the right service. The option of having the Terms & Conditions based on template would therefore solve this problem. Should be that hard to fix.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  5. Automation based on template

    I would like to assign automated payment reminders (and overdue) for specific templates used. Ex. we invoice for several different company's each requiring their own invoicing and payment structure. Company A using A template, wants automated reminders sent every week and past due send 1 day after due date, company b using B template doesn't want any reminders sent.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Jacque,

    Thank you for posting on our feedback forum.

    We totally agree that it would be nice to have reminders customized at customer-level and I shall let the team know about it.

    For the specific scenario you’ve mentioned, we would like to offer a workaround. If a customer doesn’t want any reminders to be sent, you can use the “Stop all reminders” option for that customer alone. Kindly take a look at this link:

    https://www.zoho.com/invoice/help/contacts/contact-actions.html#stop-reminder

    We believe this would help you to some extent :)

    If you have any other queries, feel free to reach out to us at support[at]zohoinvoice[dot]com

    Cheers,
    Reshma.

  6. Go back to picking items (and contacts) from a menu

    Recent updates have changed how items are chosen. Before, you could scroll through your list which included item name, description and price. Now you can only pick by name. I have 600 items, I need to be able to find items using all the information.

    If my items are:

    1234 item A $5
    1243 Item B $10

    I used to be able to look at that list and choose the correct one. Now, all I can see is 1234/1243 and that is all I can search too. This is very limiting.

    The same applies to contacts as well, although that…

    1 vote
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    2 comments  ·  Items  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum :)

    As far as Zoho Invoice is concerned, we haven’t made any recent changes to the way the items can be searched while creating transactions.

    If you could drop an email to support[at]zohoinvoice[dot]com, we can schedule a call and discuss more on this.

    Regards,
    Reshma.

  7. invoice in UBL

    create UBL invoice to send to customer (and own accountant who uses Exact online or any other accountancy software)

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Linda,

    Thank you for posting on our feedback forum.

    We would like to know more about your requirement so that we can assist you with the right solution. It would be great if you can drop an email to support[at]zohoinvoice[dot]com and our team will be glad to help you!

    Regards,
    Reshma.

  8. Custom Charges Field for Invoices/Estimates

    I need to add custom charges in invoices like Insurance charge, legal charge, etc. There are more 5 charges. Currently I can only add two charges Shipping Charge and One Custom.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Since the nature of these charges are business-specific, it would not be available by default in Zoho Invoice. A workaround for this would be to add these charges as line items in the invoice.

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

    Regards,
    Reshma.

  9. a column for item description on sales reports.

    I would like to see a way to add column/fields to "sales by item" reports. It would be nice to see the item name and a description when running reports

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  10. Personalizzazione Preventivi

    Salve
    vorrei sapere se fosse possibile aggiungere immagini ad ogni prodotto del preventivo, e creare una descrizione di presentazione del preventivo con formattazione e immagini.

    grazie mille per la vostra attenzione...

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    We believe our support team responded to you via email regarding this. If you have further queries, you can write back to us via email and we’ll be glad to help you.
    -—————-
    Versione italiana:

    Ciao,

    Crediamo che il nostro team di supporto ha risposto a voi via e-mail in merito. Se hai altre domande, puoi scrivere via e-mail e saremo lieti di aiutarti.

    Saluti,
    Reshma.

  11. Ability to add comments to contacts in the mobile app

    Ability to add comments to contacts in the mobile app

    4 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  12. Sync between multiple companies

    I have 2 companies that sales products to the same clients (but due to regulatory restrictions it is easier to have to separated companies when you come to this than having one that sells the 2 kind of products... go figure !). Is there a way to have a synchronised client list between those 2 companies ?

    6 votes
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    0 comments  ·  General  ·  Admin →
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  13. Statements of estimate customer wise

    How many estimate sended to a customer in a year or a month or custom time frame.

    It is helpful in checking which customer is selling which goods
    I am in jewellery we issues lots of estimates

    2 votes
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    0 comments  ·  Estimates  ·  Admin →
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  14. Percentage based fees

    I run a small architectural practice. our fees are sometimes based as a percentage of the anticipated contract sum. so for example my fee agreement might be 5% of an anticipated build spend of £100,000. My invoiced fee would therefore go up or down according to the contract value. At the moment there is no facility for me to 'rate' this in my project set up. Would be great if i could do this, or at the very least have an 'other' setting i can customise . thank you.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  15. Remove the abililty for a role to send payment reminder

    3 votes
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    1 comment  ·  Users & Roles  ·  Admin →
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  16. Can you add the feature "one time add on" that exists in Subscriptions for recurring invoices?

    Can you add the feature "one time add on" that exists in Subscriptions for recurring invoices?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Make the "Repeat Every" field defaulted or configurable

    Right now the "Repeat Every" field is defaulted to Weekly on recurring invoices. I often overlook it and sometimes create a recurring invoice for a weekly timeframe, when I don't mean to. I would prefer to default this field to either blank (so I have to manually select it) or default it to something that would be more appropriate for what I use (Yearly)

    1 vote
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    0 comments  ·  Recurring Invoices  ·  Admin →
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  18. If you can make the invoice template available offline, which can later be uploaded online

    1 vote
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  19. payment term

    Payment "term" section to be enabled to the estimate section just like on Invoice section.
    It is important for me and my client as I can show them how the term is going to be.

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello,

    Thank you for posting on our feedback forum.

    Payment terms are typically used to set a due date to an invoice and collect payments within that date. Since the clients cannot make payments for estimates, neither the “due date” nor the “payment term” would come into the picture.

    As far as estimates are concerned, it’s a deal you offer which they can accept/decline. To set a date before which you would like them to accept/decline, you can make use of the “Expiry date” field in the estimate.

    Hope this helps. If you have any queries, you can write an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  20. Administrative Charges %

    in our industry we charge administrative charges of 10% from total estimate or invoice, this cannot be applied using zoho similar to the HST and Tax charges from the total invoice/estimate

    1 vote
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