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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. 4 votes
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    0 comments  ·  Reports  ·  Admin →
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  2. Email future service reminders from Zoho invoice

    Be able to add a field option to sent invoices for future service reminders, follow up customer for either 6 or 12 month reminder options via email direct from zoho invoice

    6 votes
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    0 comments  ·  General  ·  Admin →
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  3. Sales report with items purchased by invoice

    We sell products and we need to know the items sold by invoice. The report shows the total of the invoice. It could also show by invoice what items were sold.

    22 votes
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    2 comments  ·  Reports  ·  Admin →
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  4. Integration of Distributor Re seller relation.

    1. Provision to input Distributor price and re seller price of a product
    2. Provision to issue Purchase order to Distributor against a Purchase order from the customer
    3. Difference of Tax paid to distributor and Tax collected from Customer
    4. Calculate the profit on each invoice
    5. Provision to input invoice details from the distributor
    4 votes
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    0 comments  ·  General  ·  Admin →
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  5. Check Return

    I got a check from the client i emailed him the receipt but then the bank rejected the check as the name mentioned on the check was wrong. We should have a provision where we can put in a check return activity and print it so that we can claim a new cheque from the client and also an email can be sent to the client stating the reason for the check return.

    This is very important

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  6. report on draft invoices

    All inclusion of Draft invoices on "Sales by Item" report so I can forecast easier. (perhaps include chkBox to include DraftItems)

    6 votes
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    1 comment  ·  Reports  ·  Admin →
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    Hi Dustin,

    Thank you for posting on our feedback forum.

    Since the draft invoices cannot be accounted as your actual sales, we have not included that in the “Sales by item” report.

    However, you can make use of the “Invoice Details” report for this. Using the “Customize report” option in that report, you can choose whether to show/hide the draft invoices.

    Regards,
    Reshma.

  7. by default disable the option, 'send receipt thank you note' while recording payments.

    By default, disable the option 'send a thank-you note' while recording payments so that you can select it only when you want.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  8. Pagination of "Notes" and "Terms and Conditions"

    Pagination does not necessarily go correctly if the invoice is spread on a number of pages. The headers "Notes" and "Terms and Conditions" should stay on the same page with the following paragraph, not so that the header is the last line on the previous page and the actual content is alone on the next page.

    Basic stuff, should work like in text processing, paragraph settings "Keep with next"

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. 3 votes
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    1 comment  ·  Projects  ·  Admin →
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  10. Add "Completed" Status for Estimates

    Right now Estimates can only be "Sent", "Accepted", or "Declined". I do not bill by the individual estimate so converting to an invoice is not an option. I need to ability to know when a particular estimate has been completed so I can recognize that it is not an active job.

    8 votes
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    0 comments  ·  Estimates  ·  Admin →
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  11. Choose the items of a price list

    When we create a price list for a client it would be useful to have the possibility to choose the items we want to show to him, instead now we are bound to show the whole price list with all the items.
    Adding to this, when I send a list items I intend the client can choose from different items so it would be useful if we could not show the total because it can be confusing for the client.

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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  12. Allow clients to review service even without the client portal access

    I love the idea of using Zoho Invoice to collect feedback from my cusstomers. My business is a business in which we process one transaction with the customer, and we don't have any more business with this customer for several years down the road. Requesting my customers to create a user name/password for client portal doesn't make sense.

    I would like to see the client review functionality to work without enabling the client portal for my customer. This would allow business es like mine with one time customers to request feedback from the customer.

    8 votes
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  13. Ability to create packing list from multiple Invoices

    As a Production Manager with 40-80 Invoices (and deliveries) per week, I need to quickly create a daily packing list from 15-20 invoices so that we can load our delivery van with the correct amount of each product and get out on deliveries quickly and efficiently.

    Today, when we create our packing lists manually, we make mistakes that we don't discover until we're at our customer sites. To correct these mistake we have do a second delivery run which costs us time and money.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Automatically enable Client Portal through CRM

    Our company uses Zoho CRM and Zoho Invoice and they're integrated. It doesn't appear that there is an option to "enable client portal" through the CRM side. Therefore we have to create a contact in CRM and then go over to Zoho Invoice software and individually "enable" the clients portal. It would be ideal if we could enable the Client Portal through CRM or automatically "enable client portal" for all contacts in Zoho Invoice.
    Thanks - Jon

    39 votes
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    Hello everyone,

    Thank you for posting on our feedback forum.

    By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.

    Regards,
    Reshma

  15. Interactive Estimate

    Its gone be nice if it would possible to send interactive estimate to client that permite him to have more choose with a diffrent price + some colone or option as desired.

    Estimate for byunig a PC :

    PC Tower
    Black + Fan 35$
    White + 2 Fans 55$

    RAM
    IF 4GB RAM 30$
    IF 8GB RAM 50$

    Hours work
    IF do this 15$ per hour
    IF do that 10$ per hour

    Warantie
    IF take this 1 year warranty
    IF take that 2 years warranty

    Thanks for your consideration about this feature.

    9 votes
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    0 comments  ·  Estimates  ·  Admin →
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  16. Hi Dear please add new filed on Contact ADDRESS for each customer to can save our clients MAP LOCATION ADDRESS to find easy when we send

    Hi Dear

    please add new filed on Contact ADDRESS for each customer to can save our clients MAP LOCATION ADDRESS to find easy when we send driver to him

    Regards
    manaf

    3 votes
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  17. Mark Invoice as Paid with Stamp

    Just like in QuickBooks when you mark a invoice as Paid the invoice get's a stamp "Paid" with the date when it was paid.
    Thank you very much

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Rotate expense receipt image for best oreintation

    Just started using Zoho invoice mobile app to create expense records and take pictures of the receipts. Everything works great except that the invoices are usually printed on A4 sheets of paper which means the pictures must be taken in the portrait orientation. But they appear in the landscape orientation in the app and in the browser and there's no way to rotate them. There should be.

    17 votes
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    1 comment  ·  Expenses  ·  Admin →
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  19. Customizable template for Work Order "Checklist"

    A template for a Work Order checklist where the customer's information it's automatically populated. The Administrator can customize a check list for the company's internal use with items like: Shipping address/costs included…etc. The sales person must complete this check list before submitting an approved estimate.

    1 vote
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    0 comments  ·  Admin →
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  20. Tips Payment

    I think it would be nice if Zoho could also record a tips payment from customer.

    Currently when a customer gave us a tip we can't include it into our Payment record. Instead, it will be noted as "unused amount" which we'll then have an option to return this excessive money.

    35 votes
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    4 comments  ·  Payments  ·  Admin →
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