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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. subtasks

    as you have in ZOHO project, You are able to make subtasks.
    With invoices this is not possible.
    So you could invoices the subtasks but you can log you hours for later references and new projects.
    For example.
    This is for project A for Client 1
    Prestudy is something i would like to invoice to my client.
    In the pre-study phase, I have to do some tasks like getting base info, talking with stakeholders, setting up meetings, making meeting reports.
    All the tasks I don't won't to place on the invoices, just pre-study the rest of the info is for…

    3 votes
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    0 comments  ·  Projects  ·  Admin →
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  2. Increase number of shipping addresses to unlimited ?

    Need shipping address limit increased to unlimited if possible. I invoice a single client for upwards of 200 locations. Thank you for your consideration.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  3. invoice show total of all invoices due

    Can we have an option that shows on the Invoice for a customer, their current status of account. eg. I have customers who pay a lump sum in advance, each month the Invoice simply shows a that it's paid but doesn't show what their credit balance left is. Also if a customer hasn't paid the last bill, it would be good to show on the Invoice that they have an overdue balance without affecting the overall totals on that invoice.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi Dale,

    Thank you for posting on our feedback forum.

    1. For letting the clients know their credit balance, you can give them access to the client portal. When they login to the portal, they would be shown a dashboard which has information about their “Credits available”.

    2. Displaying their overall balance due – For this, you can insert a placeholder in the email templates.
    - Move to Settings > Email templates > Invoice notifications > Show mail content;
    - Use the “Insert placeholders” option and insert the placeholder for “Customer Balance”;
    - Save the changes.

    The above placeholder will just display their overall unpaid amount without affecting the balance of the current transaction.

    If you have any doubts on this, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  4. Invoices custom view

    When creating a custom view for invoices, for "invoice state" criteria, the "unpaid" state is missing.

    4 votes
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    2 comments  ·  Invoices  ·  Admin →
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  5. Projected income

    I would like to have reports with projected income for the next week, month, quarter, etc. based on invoice due dates.

    5 votes
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  6. Add Lite Note on Dashboard

    I'm glad if there is LITE NOTE feature on Dashboard for Administrator use for any important notes or remark

    3 votes
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  7. PO to suppier

    Kindly add option for sending PO to supplier, if readily available please let us know

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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    Hi there,

    Hope you are doing good!

    Zoho Invoice typically deals with the sales cycle of your business and hence you can add your customers’ information here but not vendors (suppliers). To manage both clients and vendors, you can opt for Zoho Books.

    Zoho Books is an accounting tool and a super-set of Zoho Invoice. In Zoho Books, you can create Purchase Orders and associate it to vendors ; You can email them as well. If you are using Zoho Invoice already, you can upgrade it directly to Zoho Books so that all your Zoho Invoice data gets transferred over there. To know the steps to upgrade from Zoho Invoice to Zoho Books, you can refer this link:

    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further queries, just drop an email and we would be happy to help you out.

    Regards,
    Reshma.

  8. 4 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi Luke,

    In Zoho Invoice, apart from the pre-defined templates, we have something called “custom HTML templates”. These custom templates give you the freedom to build your own invoice template using HTML.

    If you wish to know more about it, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  9. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    Hi,

    We are really sorry that you weren’t able to access your Zoho Invoice organization. Actually, we have responded to you through our support portal. We shall get in touch with you today and make sure you stay on top of your business :)

    Regards,
    Reshma.

  10. when entering timesheets using weekly log option, it should be good to have access to the previous and next weeks

    when entering timesheets using weekly log option, it should be good to have access to the previous and next weeks using shortcuts

    1 vote
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  11. i want to be able also record supplier in record expense

    i want to be able to also record supplier (in red ) in record expense as well as date,category and amount so i can see on dashscreen

    1 vote
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    1 comment  ·  Expenses  ·  Admin →
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  12. 7 votes
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    2 comments  ·  Reports  ·  Admin →
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  13. Track Start and End Time Automatically When Using Timer For Billable Hours

    Currently when you track your time and you use the timer, the system doesn't track the exact time that you pressed 'Start Timer' and the exact time when you clicked 'Stop Timer'. This is a very easy fix to make.

    Many states require exact start time and stop time when billing hours. Instead of requiring us to manually type in start and end time, your Timer function should automatically log when we click start and stop and record that time in the Excel report. This is a very simple fix, and would make tracking time much easier.

    12 votes
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    2 comments  ·  Invoices  ·  Admin →
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  14. custom invoice template online payment

    Show invoices using custom templates on the web portal. Currently, the PDF uses the custom template but the Preview and the Web Portal default to a standard template. It confuses customers right when we need them to trust the online payment system.

    6 votes
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  15. Default tax preference for contacts

    Set a default tax mefhod per contact. Some contacts use compounded tax, some use other methods, but the tax method is always the same per customer. It would save a lot of time to fix a contact's tax method by default.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, we have different editions based on your business location. In some editions, the app offers the option to choose tax preference for contacts while it’s not possible in some other editions. Hence, we request you to drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.

    Regards,
    Reshma.

  16. Zoho Invoice - Location/IP restriction for user access

    Currently, users of zoho invoice can access their account from anywhere. This is not good as we would not want our staff to access company data when they are not present in the office.

    An IP restriction would be a great feature helping to safeguard company data.

    Regards,
    L

    1 vote
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    Hi there,

    We understand your concern and we would like to let you know that it is possible to set a restriction based on the IP address from which the user is trying to access the app.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.

    Regards,
    Reshma.

  17. Add a.m. or p.m. instead of entering time as military time

    When entering time in the timesheet that we would have the ability to enter the time as it is instead of having to convert it to miltary time

    1 vote
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  18. Adding tax numbers to the tax

    Adding tax numbers to the tax so that it appears on the invoice when that particular tax is added.

    2 votes
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  19. Add inventory to Estimates

    When building an Estimate, it would be helpful to be able to view the amount on hand, that way the salesperson knows how much of an item they can offer

    3 votes
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  20. 1 vote
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    0 comments  ·  Customers  ·  Admin →
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