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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. Payment schedule

    Be able to set amounts and dates for multiple payments on an invoice such as $250.00 Due now, $150 Due 11/20, $150 Due 12/20, Etc

    27 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. "Payment - thank you" template should include a copy of the invoice the payment was applied on

    payment thank you template should include a copy of the invoice the payment was applied on

    6 votes
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    0 comments  ·  Payments  ·  Admin →
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  3. billing fax

    In zoho invoice Exports,
    Hi, Would you please add an additional data in exports from Zoho Invoices:
    Client Phone number and Cell Phone from Zoho CRM.

    Why ? Because in order to ship the client , we share his phone number with the shipping company.

    Thanks,

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  4. Payment option based on currency

    I would like to automatically associate payment options (e.g. paypal or braintree) with a contact's "currency" chosen. I.e if contact has USD currency, all invoices created have paypay as default payment option. If contact is in AUD currency, defaults to Braintree

    8 votes
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    0 comments  ·  Payments  ·  Admin →
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  5. Retainer invoice connected to a project - restrict application of payments to that project only

    Zoho allows you to create a retainer invoice connected to a particular project. However, Zoho allows payments collected on such an invoice to be (mistakenly) applied to other projects.

    Zoho should restrict application of a retainer invoice payment to invoices for the project connected with the retainer invoice.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  6. Integration of Zoho with Payumoney for ecommerce portals who want other currency options other than those already provided.

    Please provide integration of Zoho with Payumoney for ecommerce portals who want other currency options other than those already provided.

    6 votes
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  7. Different prefix lettering for different customers in recurring invoices.

    There is currently no option to set prefix letters for a particular customer in recurring invoices with the number of the invoice changing as they are created as recurring invoices. I have 37 customers who I would like to have a different prefix for.

    1 vote
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    0 comments  ·  Admin →
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  8. Club expenses in a folder after completion of a tax year

    Archive expenses into a folder after every tax year.

    0 votes
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    1 comment  ·  Expenses  ·  Admin →
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  9. 54 votes
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  10. Integration with CurrencyFair

    Option to make payments via CurrencyFair

    4 votes
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  11. Option for Cancelling Estimates

    Have the ability to cancel an estimate / quote. Not always are the quotes declined, but cancelled for other reasons. When I review my Accepted vs Declined, I receive an inaccurate decline number because I want to keep all quotes for future purposes, rather than deleting them.

    23 votes
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    2 comments  ·  Estimates  ·  Admin →
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  12. Allow users to flexibly add columns to report "Payments Received" (comment, sales person, days outstanding, etc.)

    As a user I would like the ability to flexibly add columns to a report, for instance "Payments Received." We use the comment field. Others use sales person. We would also like to track days outstanding. This should be available on all reports, not just on Invoices or Payments Received.

    29 votes
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    4 comments  ·  Reports  ·  Admin →
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  13. Integrate with Quickbooks online plus a must

    I love zoho invoice! Unfortunately, it needs to integrate with Quickbooks Online Plus for me to be able to continue to use it. I need this feature asap, or will have to find alternative invoicing solution.

    Best,

    Ryan

    3 votes
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  14. Recurring Estimates

    Add the capability to have recurring estimates, as many clients need to add PO numbers and sign off before invoicing, and this needs to happen prior to invoice.

    22 votes
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    1 comment  ·  Estimates  ·  Admin →
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  15. Option to select discount type while creating invoice or estimate

    It would be nice is when you are creating a Estimate or invoice to have the option to select whether to discount at the item level or at the Totals level.

    Because you do have situations when you want to discount one particular item but not the other and its a pain that we have to go to setting and change the template for the one quote and then have to go back and change it back again.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Create a task for Projects in Zoho Invoice based on the associated custom field in Zoho CRM

    What we want to achieve is when we create a task/event in Zoho CRM with new custom fields to match the fields in Zoho invoice, it will create a task in Zoho invoice (timesheet) for the products.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  17. Assign due date to tasks

    I'm just working through your app to see if it can suit my freelance studio's needs...
    The one thing I haven't been able to work out (and maybe it just isn't there?) is how to assign a date to a task.

    I mean that would be great in managing tasks and seeing the deadline approaching.

    2 votes
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    0 comments  ·  Projects  ·  Admin →
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  18. Wish to see a list of customers against the price list associated with them.

    wish to see a list of customers against the price list associated with them.

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  19. Track commissions

    I would like to know how I can track commissions for my sales reps.

    For example:

    A customer orders $1000 from Sales Rep A at 10% commission rate. We invoice the customer. 30days later the Customer pays their bill, we pull up a report Sales Rep commissions revenue based. So the report shows us 100 commission payable.

    Example B
    A customer orders 50000 from Sales Rep B at 5% commission rate. We invoice the customer. the customer never pays their bill ( they declare bankruptcy ) If we were to pull up the Sale Rep commission revenue based report we…

    41 votes
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    7 comments  ·  General  ·  Admin →
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  20. Hi. Let me just say your feedback and suggestions portal, and promptness of reply, is spot on. Can I please suggest in the Timesheet>Proj

    Hi. Let me just say your feedback and suggestions portal, and promptness of reply, is spot on. Can I please suggest for the web version in the Timesheet>Projects list we can organise the list in terms of date, where most recent projects appear at the top. Thanks

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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