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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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1137 results found

  1. There should be an option for taxable shipping charges in the invoice

    there should be an option for taxable shipping charges in the invoice

    19 votes
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    3 comments  ·  Invoices  ·  Admin →
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  2. India GST Style Template be created in the Simple or Compact Template.

    Hi

    Can the Standard - India GST Style Template be created in the Simple or Compact Template.

    It will be really helpful

    4 votes
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    0 comments  ·  GST India  ·  Admin →
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  3. Add support for schema email markup

    Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.

    Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg

    Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.

    More info here: https://developers.google.com/gmail/markup/

    6 votes
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    1 comment  ·  General  ·  Admin →
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  4. Allow for change to next invoice date or skip in invoice, or allow recurring invoice to be created early

    For recurring invoices, I can create a manual invoice. This invoice was meant to create the recurring invoice early. The manually created invoice did not, however, increment the Next Invoice Date, which remained unchanged. After speaking with support, I found out that there is no way to change the Next Invoice Date ( I would like to increment it to the next month).

    There needs to be some way to increment the Next Invoice Date for a recurring invoice, either by setting it to skip that month's invoice, or allow the admin to set the Next Invoice Date to the…

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  5. Need to be able to sent user permissions to only allow viewing of invoices/estimates created by themselves or admin.

    Need to be able to sent user permissions to only allow viewing of invoices/estimates created by themselves or admin.

    2 votes
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  6. Expense handling fee

    Add a selection, similar to the tax option for Contacts, for adding expense handling fee (%) to invoice.

    4 votes
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    0 comments  ·  Expenses  ·  Admin →
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  7. Card authorization form/signature

    ability to have clients sign a payment authorization form when making a payment

    4 votes
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  8. Please restore the little time clock next to the item being timed. Having the clock only in the lower left corner isn't good enough.

    Please restore the little time clock next to the item being timed. Having the clock only in the lower left corner isn't good enough. It doesn't tell me what I'm timing, and isn't visible enough to even inform me that I'm timing something. Getting rid of the clock icon is a mistake; please correct it.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  9. Zoho Invoice - Create an estimate using information from CRM Leads

    Use Zoho CRM with Invoice but the addresses only search for Accounts. If I create an estimate it is always for an unconverted Lead, currently they must be an account.

    1 vote
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    0 comments  ·  Integrations  ·  Admin →
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  10. See expenses in calendar view

    It would be good to be able to see expenses in the calendar view along with time spent. It would make it much easier to see if travel had been booked but there is no time for the client etc.

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  11. Easily change organization of invoices in edit or list view or by rule

    We have multiple organizations leads flowing through one zoho login but multiple organizations in zoho invoice. Invoices automatically appear in our Zoho invoice when converted to closed won as a potential. Would be great to switch the organization of that invoice based on which brand the client is interacting with, thus a different logo, website, contact etc on the invoice to stay official.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. Mass Updates for all Project (timesheet)

    Hello,

    Would it be possible to add a mass update for all project? (in ticking a box for instance)
    I update the similar things for each of them ans it's very tiring.

    Thank you

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  13. User Hourly Billing Rate To add in new user creation module

    Hello,

    I have many users working on many projects in the frame of your timesheet. It would be very good to add an option from the creation of the user thanks to which we would directly key in their hourly rate. I would avoid us to write it again for each project.

    4 votes
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    0 comments  ·  Projects  ·  Admin →
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  14. ncf

    Número de Comprobante Fiscal (NCF)
    Un Comprobante Fiscal es un documento que certifica la transferencia de un bien, la entrega
    en uso o la prestación de un servicio; mientras que el Número de Comprobante Fiscal es una
    secuencia alfa numérica con que se identifica un Comprobante Fiscal y otorgado por la
    Dirección General de Impuestos Internos (DGII) a las y los contribuyentes que emitirán
    comprobantes.
    me gusta mucho este programa, pero para poder usarlo aqui en republica domicana necesitamos eso

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Schedule multiple timesheet reports

    Currently, Zoho invoice does not allow to schedule more than one timesheet report per type & period range i.e detail/summary for daily/weekly/monthly.
    It would be great to have the ability to schedule a detail report weekly & monhtly.

    1 vote
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    0 comments  ·  Reports  ·  Admin →
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  16. Please allow currency selection for all the features, like in custom field of 'payment received' preferences, etc.

    Currently the option to select a currency other than base currency is very limited to few features like projects. The real value of this feature will be when we are allowed to select a currency everywhere throughout Zoho invoice.. I was trying to add a custom column in 'payment received preferences' to note the Paypal fee deducted from my USD payment, but the currency is by default the base currency INR without any option to change it. I experienced similar problem while trying other features also. It doesn't make sense.
    Please allow us to freely change the currency for each…

    5 votes
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    0 comments  ·  Payments  ·  Admin →
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  17. I need a filter logic "Not Equal to"

    Sometimes I need to see all Invoices except one special customer, I found there is no logic for "Not Equal to", there is only "=", what kind of programmer will do this kind of work ?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Retainer invoices and Tax detucted

    Some times i need to apply deducted taxes by the customer but he has a retainer invoice to apply to the balance of the invoice. At this time is not possible to make one transaction similar as the payment deducting taxes but using the amount in the retainer invoice

    5 votes
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  19. Portugal SAF-T PT. compliance

    Portugal SAF-T PT. compliance

    we move our company to Portugal and every month we MUST send our invoice to the tax office in accordance with the Portugal SAF-T PT. compliance. Is ZOHO compliante? has the required api?

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  20. 1 vote
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    Hi there,

    In Zoho Invoice, you would not be able to enter the quantity below zero. The invoice amount should always be zero or above.

    If you wish to do this to record the return of goods, you can very well create a credit note for that invoice.

    Hope this helps.

    Regards,
    Reshma.

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