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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.

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. Enter items on wordpress

    selected Items on wordpress generate invoices on zohoo directly

    3 votes
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    0 comments  ·  Integrations  ·  Admin →
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  2. Statement of accounts only with details of outstanding invoices

    An option to generate statement of accounts without payment details, and only details of outstanding invoices.

    12 votes
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    1 comment  ·  Customers  ·  Admin →
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  3. Sorting Tax reports on booking date.

    Looks like the reports are sorted on item creating date.
    Sorting on booking date makes more sense when controlling the list

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  4. Point of sale integration

    Have more integration options for Point of sale payment methods. eg. Square or Shopify

    15 votes
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  5. Automated monthly statements for returning customers

    often month end is the busiest time for everyone and i have to go through each customer to send their monthly statements. If would be awesome if there was a way to set a automated this step so statements go out automatically at the end of each month

    16 votes
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    1 comment  ·  Admin →
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  6. Banking Tab - Balance of bank accounts

    Zoho Invoice is an invoicing software, but I don't see why this one should not have a Banking tab to manage bank transactions, and balances of account. It would be nice to connect this whit Payments received and Expenses, so we can track those more efficiently.

    What do you think?

    Kindest regards

    13 votes
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    1 comment  ·  General  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Hope you are doing great !

    In Zoho Invoice, it is not possible to integrate your bank account; Sorry about that.

    However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.

    If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.

    Regards,
    Reshma

  7. mapping customers

    This idea comes from a competing invoicing system that allows to see where all our customers are based on the map represented by little red dots. Extremely helpful for marketing purposes.

    1 vote
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  8. Standardize font editing options in templates.

    Invoice Template editor
    Some font sizes are set in the template for the item such as notes This is set in points e.g. 8 pt

    Some are set inline in the text editor such as bank details and this is set in pixels e.g. 10px. This means that you can't get to match your font sizes when adding bank details

    Also the bank details editor doesn't recognize carriage returns which ends up display a long line of text instead of showing the new lines. when viewed in the PDF.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. Ability to have a "sandboxed" expense entry (similar to the isolated timesheet entry)

    Our subcontractors need to be able to enter expenses and add timesheet entries, but we don't want them to be able to see all of our corporate expenses.

    Is the ability to have a "sandboxed" expense entry (similar to the isolated timesheet entry) on your development path?

    1 vote
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    1 comment  ·  Expenses  ·  Admin →
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  10. Viva! Payments (Greece) intergration

    https://support.vivawallet.com/hc/en-us/sections/200271872-API-Workshop

    35 votes
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    2 comments  ·  Payment Gateways  ·  Admin →
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  11. Notes Section

    Would it be possible to have a notes section that only the business where the Estimate/Invoice is coming from can see?

    We would like to have a section to add multiple notes for our estimates/invoices.

    4 votes
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    0 comments  ·  General  ·  Admin →
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  12. Printer friendly version of "contacts" in Zoho Invoice Please!!

    When I print off contacts and information sheets for my customers it is scattered, hard to read, and 2-3 pages long!! Please make an option for a printer friendly version so I can store a hard copy of all of my customer/contact info in with their files. Thanks.

    1 vote
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    0 comments  ·  Admin →
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  13. Signature integrated in "Email Contact"

    Have your signature available when you click "Email Contact" when under the customers contact information.

    6 votes
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  14. Create a recurring invoice from a sales oppertunity

    Convert an opportunity in to an invoice that can be billed every month. We are a SaaS provider and would like to make it easier for our accounts to make sure that new opportunities are not missed.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. Payments via PayPal PLUS

    Customers should have the ability to pay the Invoice via PayPal Plus for German customers (SEPA-Lastschrift)

    1 vote
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    1 comment  ·  Payment Gateways  ·  Admin →
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  16. Auto Suggest (taken from your previous Tasks) you can easily edit when logging time into timesheets.

    Before i used Zoho I had used 'Paymo'. They had a very useful feature that Zoho does not.
    Whenever you type a 'New Task' as a timesheet entry it would be really good if an auto suggest kicked in. Auto suggest would pull from text from your own previous task entries. This saves you retyping project names and descriptions multiple times and allows you to reuse and easily edit previous task text instead.
    Auto suggest Example of previous typed task:
    "FILTER Wrapper Design PDF 1"

    Select it and easily edit the 1 to a 2 and submit
    "FILTER Wrapper Design…

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. Font Colors in Notes and Terms & Conditions.

    It would be nice to change the Font Colors in Notes and Terms & Conditions.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Add HTML formatting to items and descriptions

    It would be great if we could add HTML (especially clickable links) to item descriptions.

    4 votes
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    0 comments  ·  Items  ·  Admin →
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  19. opt out paper invoice

    introduce an opt-out paper invoice button

    5 votes
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    0 comments  ·  Client Portal  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    We would like to know more about your requirement. It would be great if you could drop an email to support[at]zohoinvoice[dot]com, explaining the flow you would like to achieve in Zoho Invoice.

    Looking forward to your response.

    Regards,
    Reshma.

  20. Polish language support for client portal

    please add Polish language

    3 votes
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    1 comment  ·  Client Portal  ·  Admin →
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