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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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  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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1147 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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.

  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. Set previously issued invoice to a recurring invoice

    Previously issued invoices cannot be "linked" to a recurring invoice profile.

    3 votes
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  12. Add expense to existing recurring expense

    I'd like to be able to set a previous expense as a now-created recurring expense profile.

    6 votes
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    0 comments  ·  Expenses  ·  Admin →
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  13. Custom fields in the bulk expense form

    I created a custom field called "Supplier", works pretty good but it would be great to be able to fill the form directly in the bulk form. Or at least letting the user which field they'd like to fill in the bulk entry area.

    3 votes
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    0 comments  ·  Expenses  ·  Admin →
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  14. Draft should only get invoice # when sent

    To avoid gaps in active invoice #, we should only associate an invoice # when the draft is sent or mark as sent.

    Some of our invoices are created as drafts to keep track of our different incoming invoices for the same project. We send them at different milestones of the project. So, during the time that we work on a project, and it can take months, we can send many other invoices. This is where the gaps between invoice numbers is created.

    So, drafts should have their own numbering (i.e : DRAFT-01) and get their invoice number when sent.

    2 votes
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  15. need an option to add items and prices applicable for particular contacts

    in B2B, not every customer has same prices for any SKU. In this case, we should have the option to add items and prices applicable for particular contacts / customers

    4 votes
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  16. Allow tasks to have duplicate names

    Currently we cannot create a new task in a project with the name of an existing one.

    But usually, when we are re-discussing a project with client, arrive a moment when we are reviewing a task rate.
    So we have :
    "Task 1" - Rate 100$ in 2016.
    Then after rediscussion we will -
    - deactivate "Task 1"
    - create a new "Task 1 - Rate 2017" - Rate 110$

    But basically for the client, this is the same task / item. Only the price has changed.
    As that name (might) appear on the invoice, this is not very client…

    3 votes
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  17. Invoice number suffix

    In some countries invoice number is strictly defined by laws. I.e., invoice number is the first number, followed by some other numbers. For instance, invoice #34 could be 34-1-2, where 34 is invoice number, 1 is sales person identification, and 2 defines location.

    It would be nice, if we can't define sales person and location IDs, if it could at least be possible to define suffix for invoices.

    2 votes
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  18. Add outstanding balance to new invoices

    Please add a calculated or manual field on the invoice template that enables us to send new invoices containing the outstanding balance from prior transactions. I think that any serious invoicing software should have this feature. It's a must. It helps us collect the debts.

    12 votes
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    2 comments  ·  Invoices  ·  Admin →
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  19. Change Default Sorting

    Please make an option to change the default sorting of expenses/invoices.

    I would like to have my expenses sorted by date by default. Right now I have to change the sorting every time I visit the page, as we often get invoices that date back some time at the end of the month. For lookup – however – I need them in the order of the actual invoice date.

    It is especially annoying, that when I click on the date label to change the sorting it first sorts them in ascending order showing me my invoices that are years old...

    15 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Customise contacts view

    When I look at the Contacts view, it's important for me to know which country the person is in. I've worked around the problem by putting the country in the Work Phone field, but it would be nice to be able to customise what information is shown in the overall summary (and sort on country).

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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