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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. 3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. W9

    A W9 form that can be kept on file with our invoices for clients that request W9 with an invoice

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. automatically record travailing for your yearly report for accountant

    every meeting or jobs that you have the total km / mil. is recorded
    on a map with a picture

    after a month or the year you have the grand total of how much travaling you do.

    2 votes
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    0 comments  ·  Expenses  ·  Admin →
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  4. To show the mileage value as the quantity on the invoice as well as the mileage rate charged

    The Mileage expense works well. However, instead of showing the mileage quantity as "1" on the invoice and the rate as the total, it should be able to show the miles traveled as the Quantity and the Rate used such as 0.535. Some clients require these details.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  5. pied de page

    Possibilité d'insérer un pied de page

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    Salut,

    Si votre demande consiste à insérer un contenu de bas de page sur vos factures, vous pouvez très bien l’insérer dans Paramètres> Modèles> Factures> Modifier> Pied de page> “Personnaliser le contenu de votre pied de page”

    Si cela ne vous aide pas, n’hésitez pas à écrire un courriel à support[at]zohoinvoice[dot]com
    -——————————————————————————————-
    English translation:

    Hi there,

    If your requirement is to insert a footer content to your invoices, you can very well insert it under Settings > Templates > Invoices > Edit > Footer > "Customize your footer content’

    If this doesn’t help, please feel free to write an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  6. ITEM PRICES IN DIFFERENT CURRENCIES (USD AND OTHER)

    Hello, the idea is to have items priced in usd as well as items priced in your local currency. It would be great if we could have items priced in different currencies, mostly in the latin american market, where all the import goods need to be priced in usd.

    Nowadays zoho lets you decide whether a client is priced in local curreny or other (usd) but it is useless if the products cant be priced in usd. it makes me have to work on pricing of my articles every week, it is time consuming and a cause for mistakes.

    5 votes
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    0 comments  ·  Items  ·  Admin →
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    Hi Mayri,

    We totally understand your requirement. If a customer belongs to a currency other than your base currency and you invoice them, exchange rate will be applied to the item rates so that the customer is invoiced in his own local currency.

    However, if you do not want the exchange rates to be applied and you want the item prices itself to be in a foreign currency (USD, in your case), it’s possible using a workaround:

    1. You can create a price list and choose to “Enter the rate individually for each item”.
    2. After this, choose the price list currency to be USD and enter the USD price of the required items and save it.
    3. Now, associate the price list to all the customers you wish to. (Select the contacts using checkbox to the left of each contact > Select “Bulk update” > Choose the…

  7. Customize timesheet reports

    Customize the timesheet reports with our company logo, address and layout.

    As the report might be sent and view outside the company (e.g. to customers), it might be interesting to authorize the customization as it is possible for invoice and estimation.

    13 votes
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    0 comments  ·  Reports  ·  Admin →
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  8. Timesheet - detailed report & progress bar on "Client Portal"

    I'd like to have within the "Client Portal", the possibility to give access our customers to the detailed timesheets (per project) as well as having the "Logged Hours vs Budgeted Hours" progress bar (per project) on the home page

    As an IT service company, we work a lot with prepaid upfront contracts. Customer sign a contract with an amount of work hours, then we have to deliver the job, and send a detailed report to our customers in order they know, in detail, what was done, when, and also the remaining time left on the contract

    8 votes
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  9. Price Range Option

    Need to have the option to type in a price range in the "price" section.
    Some projects have a range of pricing based on how much work is done (example: $100 - $500).

    8 votes
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    0 comments  ·  Estimates  ·  Admin →
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  10. Recurring Expenses Notification

    Make Expenses Recurring notification via email or text

    4 votes
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    0 comments  ·  Expenses  ·  Admin →
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  11. Unbilled hours & Invoiced totals for the Month / Week

    I work as a Freelance designer, so I'm working on many projects at a time that are invoiced at different times, but I need to keep an eye on how much I have earned each month / week, wether this is unbilled or invoiced. I would really like to see a dashboard total for the month / week / year that includes invoiced and unbilled totals in ££ money as a grand total.

    16 votes
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    2 comments  ·  Dashboard  ·  Admin →
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  12. I want an invoice that has been paid, to turn into a Receipt

    You know how you can turn an estimate into an invoice. Maybe you can make a module for Receipts, which converts an invoice into a Receipt.

    In the Recurring Invoices you can set it up so it will Create, Charge and Send Invoice, when in fact it should Create, Charge and Send Receipt. The definition on Receipt is: An acknowledgment (usually tangible) that payment has been made. So maybe you have the following modules / pages in the left menu: Estimates, Invoices, Receipts and so on.

    The difference between a Receipt and a Payments Received is that the Payments Received…

    3 votes
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    0 comments  ·  General  ·  Admin →
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  13. Bulk import old invoices

    There is an import option regarding expenses, but these expenses do not have the corresponding invoices attached to them. These invoices you have to add one by one. It would be good to be able to bulk import old expenses the way you import receipts. That way when you start with zoho invoices but already have previous years of expenses, you have your whole administration in the same location.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. subtotal exento

    como obtener un subtotal xento
    y otro subtotal gravado

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  15. la posibilidad de la impresion pos o formato para impresora de tiket

    la posibilidad de la impresion pos o formato para impresora de tiket

    3 votes
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    Hola Jhonny,

    Puede utilizar la plantilla "Minorista – Estándar y establecer el tamaño del papel a 3 “o 4” para que pueda imprimir las facturas en una impresora POS.

    Haga clic en Configuración> Plantillas> Facturas> + Nuevo y elija la plantilla “Venta al por menor – Estándar”.

    Si tiene alguna pregunta, puede llegar a apoyar [at] zohoinvoice [dot] com

    Saludos,
    Reshma.
    -———————————————————————————————-
    Hi Jhonny,

    You can make use of the “Retail – Standard” template and set the paper size to 3" or 4" so that you can print the invoices on a POS printer.

    Please click on Settings > Templates > Invoices > +New and choose the “Retail – Standard” template.

    If you have any queries, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  16. A good idea if is posible is in the proyects, when the workers put the time staf,the same worker can put an article from program

    A good idea if is posible is in the proyects, when the workers put the time staf,the same worker can put an item from program.
    With this idea its easy to do an invoice because now i need to see all days from workers and answer the material for a long proyects.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  17. time entry report detailed

    1. Be able view see time entries on weekly bases, with additional filter to drill down by project, task or employee
    2. Be able to see the description of the time entry (currently its just a pop up when you hover over it.). This can be use used to send time report to client as email for their review and approval.
    4 votes
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  18. Active customers list

    Would be great if i could print a list of customers or even a phone list with customers names and phone numbers

    1 vote
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  19. Print sticker of basic customer details, Invoice number etc

    Feature for printing sticker with basic customer details, invoice number, custom fields of invoice etc

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  20. Ability to drag and drop items from the list to re-sort in non alphabetical order.

    Ability to re-sort items in item list. It is done alphabetical now I would like to drag them to re-sort.

    1 vote
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