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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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1147 results found

  1. 3 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi Robert,

    You can very well import your data from other solutions to Zoho Invoice. The file you’re going to import should be in CSV/TSV formats.

    To help you with the import process, we have provided sample CSV files under each module (which you can download). Hence, you can make use of it and ensure that the data is in accordance with the sample file format.

    While importing the data, if you have any queries, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  2. HSN code updating

    if we update HSN code in the data base, it should get updated in all previous bills.

    3 votes
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    0 comments  ·  GST India  ·  Admin →
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  3. UNDER REPORTS , SALE BY HSN CODE AND SALE BY DATE IS VERY MUCH REQUIRED

    SALE BY DATE AND SALE BY HSN CODE IS VERY MUCH REQUIRED TO MAKE GST RETURNS MANUALLY. THESE REPORTS MUST BE AVAILABLE UNDER REPORT SECTION

    5 votes
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    1 comment  ·  GST India  ·  Admin →
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  4. Notice of invoice printing in comment section, and prompting to "mark as sent" following printing

    most of our invoices are physically mailed to customers. following printing, I have to remember to drop down the "more" menu and select "mark as sent" otherwise, and I've done this, I'll resend an invoice by accident. would like to be able to know that I've printed an invoice, and would be nice to be prompted to "mark as sent" every time I print out an invoice. This all happens automatically if you email an invoice, would like the same features to snail mailed invoices.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Deposit invoice are not present in customer account statements

    Deposit invoice are not present in customer account statements but payment of them yes. This distorts the amount still due by the customer.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Add Payments Made to Overdue invoice reminders

    If a reminder is sent about an outstanding invoice, adding a field which states the payments already made to that invoice would be great.
    So the customer gets an invoice number, the amount already paid and the amount which is remaining/Due.

    The field is already in the invoice template as "Payments Made" and shows in invoices, so referencing that data into the reminders could be a quick and easy solution to a very much needed function.

    0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Bulk Invoices/reminders/emails to CC multiple contacts on file

    invoices/payment received/reminder emails that are sent in bulk to include a CC of all contacts on the file OR specified department for each customer.

    I notice it only sends to primary contact - it would be great to include a CC of all contacts on their file. "send to all contacts or select department" etc

    Sometimes an invoice needs to be CC'd multiple departments before it gets through to processing, and if that's the case sending out large volumes of invoices would take forever.

    Would be helpful to those who are sending a large volume of invoices

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  8. Quote Summary or Group

    Is it possible to group several items and only show the price of the sum of those items?

    Example:
    "Table Type A
    1.5 ml finishing = $ 10
    0.8 m2 of material = $ 20"

    On the quote show only "1 pc Table Type A = $ 30"

    3 votes
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  9. 1 vote
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    0 comments  ·  GST India  ·  Admin →
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  10. Heard, If you are supplying goods t a party and charged tax at 18%, then you have to charge tax on transport cost also at 18%.

    Heard, If you are supplying goods t a party and charged tax at 18%, then you have to charge tax on transport cost also at 18%. This option is not available with zoho, please guide If I am wrong or you may implement the same.

    1 vote
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    0 comments  ·  GST India  ·  Admin →
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  11. OPTION FOR SHOWING A DEPOSIT AMOUNT ON INVOICES

    I am surprised that you have not made accommodation for deposits which are almost universally a requirement for all clients to pay upon receipt of an invoice. We should be able to manually enter an amount, or assign a percentage of the total, or maybe even assign an amount per item, adding up and then giving a total.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, you can manage deposits using the “Retainer Invoices” section. If you are not able to view this section on the leftmost pane, you can enable it under Settings > Preferences > General.

    You can also refer this help document to know more about this section in Zoho Invoice:
    https://www.zoho.com/invoice/help/retainer-invoice/

    If you have further queries on this, you can send an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  12. Search functionality for the iOS and Android Apps.

    For invoices and estimates equally. We Regularly estimate multiple jobs to the same client. The iOS app has no search feature that we have been able to find and does not display enough information in the estimates list, to distinguish easily between estimates.This means we must remember estimate numbers, or open each estimate one after another to remember what it was for. Tedious and slow, defeating the point of an app on the go. Search features ARE available in a web browser, but why should app users work without such a massive time saving feature?

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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    Hi Lydia,

    We certainly agree that the mobile apps should support the critical functionalities like the search option. The iOS app of Zoho Invoice indeed has a search option for each section, which you can make use of.

    Kindly update the app to the latest version and let us know your feedback by writing an email to support[at]zohoinvoice[dot]com

    Cheers,
    Reshma.

  13. Accept checks securely as echecks, not ach

    Provide a platform to securely accept e-check payments with typical low e-check pricing and immediate check printing (not ACH services that take 3+ days.)

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  14. Timesheet Invoice Creation should Use Dates

    When using the feature to create an invoice from timesheet data, although I can generate line items for each timesheet entry, the dates are not importable despite there being a date field in my invoice. This should be connectable for automatic import. Putting the date in the Line Item description (though available) is a poor substitute when I have a date field.

    3 votes
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    3 comments  ·  Invoices  ·  Admin →
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    Hi Preethum,

    Thank you for posting on our feedback forum.

    We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same.

    Looking forward to your response.

    Regards,
    Reshma.

  15. GST Compliant Invoice Sent Via Email

    Currently, Invoices printed from with in Zoho Invoice only are Document Marked like "Original For Recepient" or "Duplicate For Supplier" BUT not for the ones sent via mail. They are simply plain and thus Non-GST Compliant. The one sent to customer via mail should be "Original For Recepient" and the one sent to self or saved with in Zoho Invoice should be marked "Duplicate For Supplier"; In case it is goods based invoice, then option for "Triplicate For Transporter" should also be available.

    Business reject these invoices and i am forced to print so that they are marked and send…

    7 votes
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    2 comments  ·  GST India  ·  Admin →
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  16. Reminder Notification for Follow up

    It's great to be able to add comments in Quotes, however if you are dealing with a number of clients, and you promise to call them back at a certain time, it would be great to add a reminder for yourself, maybe even a report of what follow ups to do today. Maybe add a calendar to the program.

    1 vote
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    0 comments  ·  Admin →
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  17. Integration with Behalf financing

    Our customers are able to pay with Behalf financing but we have to manually add their payment each time. It would be nice if it was integrated to include Behalf as a payment option.

    1 vote
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    0 comments  ·  Payment Gateways  ·  Admin →
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  18. Custom column field that is included in invoice formula

    For our audiovisual rental business this would allow us to include a "days" column so that the line item amount could be calculated like so: quantity x rate x number of days = line item amount.

    I'm sure there would a variety of different applications for other users too.

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. nota de credito

    LA nota descuento en la nota de credito que uno pueda introducir el valor del descuento y que se afecte el numero de factura pero que en la factura a imprimi de la nota de credtio solo sea visible el valor del descuento y el impuesto ejm. si la factura es de 1000 mas 18 impuesto el total es 1,180.
    cuando se aplique la nota de crédito es igual

    1,180 * 20% (comisión) 236

    236*18% (impuesto) =42.48
    total nota de crédito = 236+42.48 = 278.48

    este son los valores a reflejar en la factura de nota de credito

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same. We can also schedule a call if you prefer.

    Looking forward to your response.

    Regards,
    Reshma.
    -——
    [Version en español:

    Gracias por publicar en nuestro foro de comentarios.

    Nos gustaría entender mejor su requisito y por lo tanto, sería genial si usted podría dejar caer un correo electrónico para apoyar [zohoinvoice [punto] com explicando lo mismo. También podemos programar una llamada si lo prefiere.

    Esperamos su respuesta.]

  20. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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