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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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1147 results found

  1. Print Timesheet from Project

    Please introduce the ability to print a timesheet (to pdf or spreadsheet) straight from the timesheet view in a project, reflecting the filters set. Thank you.

    3 votes
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    0 comments  ·  Projects  ·  Admin →
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  2. Invoice in Half Page Invoice

    We request you to provide invoice in A5 size printing with logo, since our items are sold in Retail and we do not want So Big invoice and its Silk Saree and Dress Material Shop.

    2 votes
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    2 comments  ·  Invoices  ·  Admin →
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  3. Bulk modification of items

    118 votes
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    11 comments  ·  Items  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Dear customers,

    Thanks for your feedback.

    Though there is no direct ‘bulk update’ option as such for items, there is a workaround that serves exactly this purpose.

    You can export all the items to a CSV/XLS file in one shot, make the necessary changes and import the file again. While re-importing them, you have the option to ‘overwrite’ existing records based on the data in the file you are importing.

    Here is the best part: Earlier, you could overwrite the items only based on the ‘Item Name’. Since it’s possible that the item name itself needs a bulk update, we have supported two more options – in addition to ‘Item Name’, you can now overwrite the existing records with the ‘SKU’ or the ‘Item ID’ as the base field for identification.

    If you have any questions on this, feel free to drop an email to support@zohoinvoice.com

    …

  4. CAN THERE BE A REPORT HSN CODE WISE MENTIONING TOTAL QUANTITY SUPPLIED OR PURCHASED IN A PARTICULAR PERIOD

    1 vote
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    0 comments  ·  GST India  ·  Admin →
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  5. Due Beginning of Next Month

    In order to send the invoices in prior and to get payment on the future date. Due beginning of next month seems to be a useful Due Term.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. Add an additional user for a fee in zoho invoice

    Even if am on a subscription i need to be ableto add an additional user for a fee.

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

    Hi there,

    In Zoho Invoice, the Professional plan offers 10 users as part of the subscription.

    If you would like to add more than 10 users, you can very well reach out to support[at]zohoinvoice[dot]com with the number of additional users you would like to purchase and our team would be glad to help you out.

    Happy invoicing!

    Regards,
    Reshma.

  7. electronic invoices

    We'd like the ability to create and send an electronic invoice, for instance in XML format instead of a PDF.

    12 votes
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    2 comments  ·  Invoices  ·  Admin →
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  8. auto-charge on due date vs invoice date

    auto-charge recurring invoices on due date vs invoice date. You can put an option in the auto-charge settings to either charge the customer on invoice date or due date date..
    This would allow a recurring invoice to be sent out example the first of the month and paid net 30 for the end of the month. A feature that's simple and more of the right way to implement auto-charge. Waiting for this feature before jumping on ship with Zoho Invoice. Take care

    2 votes
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    0 comments  ·  Recurring Invoices  ·  Admin →
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  9. Time tracking report as additional report to Invoice.

    While converting a projects time-sheets to Invoice also optionally attach the un-billed hours to the invoice as a report. (Not aggregated)

    From an accountant perceptive they only want to see invoice line items grouped by type/task (Which is implemented).

    From the CTO, they want to see the details time logging for a project bring billed for.

    Currently, need to export and save as PDF before converting to invoice, and then attach manually the generated PDF. Would be awesome if this were done automatically.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Zoho invoice dashboard: total receivables without tax

    I would really like to be able to see at a glance the total receivables before tax. I give the tax straight back (more or less) to the Govt and the toal receivables including tax gives me the wrong impression of how much I am owed. I'd really like to have the option of displaying total receivables nett of tax.

    11 votes
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    2 comments  ·  Dashboard  ·  Admin →
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  11. 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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  12. 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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  13. 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.

  14. 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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  15. 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.

  16. 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.

  17. 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.

  18. 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.

  19. 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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  20. 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.

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