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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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1147 results found

  1. Desktop Editions

    Having a desktop eidition would be great.

    6 votes
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  2. Proxima Nova as a font option

    Template Properties
    It would be nice if this was an option for PDF font. It is already partially shown on the online version of the Invoice but not in the template settings.

    3 votes
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    0 comments  ·  Admin →
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  3. Profit and loss by each project / customer

    We need Profit and Loss report by each project / customer.
    Not too complicated... Simply, "Sales - Expense by project or Customer" is good enough.

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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  4. negative amount in expense

    for credit of a partial expense

    13 votes
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    4 comments  ·  Expenses  ·  Admin →
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  5. Export filtered results

    I need the ability to filter invoices and sales based on things like "date range", Status" and export just those those results.

    Currently, If I want just a week of invoices to import into my accounting system, I have to export 2 years worth of invoices.

    And unfortunately the report does provide me with all the info I want.

    3 votes
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    0 comments  ·  Admin →
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  6. Font Features for Estimates and Invoices

    When I build an estimate with many categories and line items, sometimes I'd like to Bold a heading and or make a line item Red or something important I'd like to underline.
    I've brought this up before, and I was told to just make a custom template but that's not convenient at all. Need a small box off to the side where I can make these little changes quickly.

    9 votes
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    3 comments  ·  Estimates  ·  Admin →
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  7. Idea

    Firstly Thank you for creating so amazing application. I have Organization and in which I have 3 division of business, if there can be an option in invoice, if I can see my outstanding in each division it will help me me as all 3 division are managed by 3 different Managers.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Accept and Making an advance payment (retainer)

    Would like client to have ability to accept and make an advance payment per Retainer settings by visiting %EstimateURL%

    6 votes
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    0 comments  ·  Estimates  ·  Admin →
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  9. Include stats of how much you tax you have to pay

    In holland we have BTW, an amount you have to pay to the government. I want to see in the stats how much I have to give to the government, instead of counting it up with a clculator

    1 vote
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  10. Linking logged sales person/Users with warehouses

    Provision to configure Salesperson/User with warehouse so that if that sales person do invoice inventory should be deducted from respective warehouse and while making invoice warehouse field should be editable for only those users where default warehouse is not defined

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Auto select of sales person through from logged in sales person

    In invoice there should be a feature to take logged user as sales person. Option can be given in settings to relate sales person with user

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Contact Image

    I'd like to be able to upload an image for my contacts. Whether it be an individuals photo, a business logo, or something else. This gives me a visual way of quickly finding a contact.

    If this is not possible it would be nice to have the icon next to a contact change to a company icon (warehouse, office building, etc.) if the contact has been set up as a company.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  13. Need to have the billing card person's name listed on the receipt/invoice

    I need to have the billing card person's name listed on the receipt/invoice. How do I set that up? That way with multiple credit card payments, we know who paid what.

    15 votes
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    0 comments  ·  Payments  ·  Admin →
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  14. have delivered a customer and a customer invoice

    have a customer for delivery and a customer for billing invoice. We would have in CRM information on both "clients"

    1 vote
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  15. Pay Now: skip extra step if there's only one payment method

    When clients click Pay Now
    Zoho shows an extra step:
    Select your payment method to proceed

    If there's only one payment method, just skip that please.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Auto-complete Item Details

    In the item field, show an auto-complete with recent items.
    This would allow us to click on that item, instead of typing everything again.

    PayPal does this.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. 22 votes
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  18. Project Timesheet - Retain "View By" selections on Item Edit

    While reviewing a Project, I consistently go to the Timesheet to either create or edit items. Everytime I create or Edit, the filter I had in place, is reset to the default load values.

    Would it be possible to retain the filter values for the "View By" Filter under the Timesheet?

    Steps to reproduce:
    1. Login to ZOHO and goto "Timesheet"
    2. Select a Project to review
    3. Click the Timesheet Tab, next to Overview
    4. For the "View By" filters, select a value no auto-selected.
    5. Click an Item in the resulting view
    6. Either make an edit or…

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  19. calendar

    Using Timesheets, user can view all projects as calendar view.

    Using the project view, there is no calendar view.

    Please add the same ability under the project/timesheet view.

    Thank you.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Provision to distinguish multiple brands and assign user permission w.r.t. brand names.

    Provision to distinguish multiple brands and assign user permission w.r.t. brand names.

    We deal with Multiple brands and many items under each brand having a sales mgr for diff brands. I want to have provision by which I can restrict or provide permissions to individuals for chosen brands' Estimate preparation / invoices.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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