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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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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. Create invoice for multiple projects in Zoho Projects integration

    Allow users to create a single invoice for multiple projects in the Zoho Projects and Zoho Invoice integration.

    1 vote
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    0 comments  ·  Integrations  ·  Admin →
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  2. Reminder for real-time counter

    Pop up window for a reminder for real-time counter still running... after a specific time

    3 votes
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    0 comments  ·  Projects  ·  Admin →
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  3. Change the characters (bold, underline, change the color ..) in detail articles.

    Hello,

    is it possible to change the characters (bold, underline, change the color ..) in detail articles.
    I need to create titles in my quote

    Thank you

    10 votes
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  4. Record timesheets in days instead of hours

    This feature will help in creating timesheets as days/month and set a rate/day.

    177 votes
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    15 comments  ·  Projects  ·  Admin →
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  5. Ability to insert items anywhere in the invoice

    In our business (water well services) we often have more than one visit to a well or windmill. this means I have more than one entry for labor. I like to describe the work done on each visit, listing them separately. I often wish I could insert new data where I want it to be instead of having to only add onto the bottom. I usu. have to open up a new instance of the invoice so I can use it for reference and then edit another instance of it, deleted and rearranging the items as I want them. very…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. Rounding down the calculated tax amount

    Would like to round down the calculated tax amount, according to the business practice of Japan. But it seems that the system rounds off the tax amount.

    For example

    If the total amount is 111yen, its 8% will be 8.88yen. Would like to make the tax amount as 8yen, but the system calculates as 9yen.

    35 votes
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    1 comment  ·  Admin →
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  7. Import price list and description of customers

    Import price list and description of customers and link it to imported invoices

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  8. Mark up credit card payments

    Mark up credit card payments by specific amount. (Since Markup in price list changes the rate for every entry and this will confuse customers.)

    1 vote
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  9. Notify or block users from generating an invoice related to an order that has been previously invoiced

    Currently I am able to create an invoice with the exact same order number as an order that has been previously invoiced. I would like to see a notification appear when the same order number is entered on an invoice to avoid creating a duplicate invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  10. Automated Reminders: Net EOM30

    Hi, I'd love to be able to send automated reminders based on time elapsed since end of month (EOM) - in other words, if a client hasn't paid after 30 days since the end of the previous month, a reminder gets sent.

    11 votes
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    0 comments  ·  Payments  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello there,

    We are glad to inform you that, now you can send automated reminders based on time elapsed since end of month.

    We have added two new payment terms in our Zoho Invoice Products.
    1. Due end of the month
    2. Due end of next month

    If you have any queries, write back to support[at]zohoinvoice[dot]com and we would be glad to assist you.

    Cheers,
    Reshma.

  11. Custom field for items

    I would love to option of addition custom field ti item. That was if I'm working with a points system, each item can have points attached to it them it can be calculated based on quantity of item.

    55 votes
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    3 comments  ·  Items  ·  Admin →
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  12. Customer level preference to send recurring invoice automatically

    I would like to be able to select which customers are automatically sent new recurring invoices. Currently I think I can set all to DRAFT or all to OPEN. Is it possible to finely tune this feature?

    7 votes
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    2 comments  ·  Recurring Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We would like to inform that in Zoho Invoice, you can now set these preferences at recurring invoice level. Meaning, for each recurring invoice profile you create, you can choose whether it needs to be saved as draft/sent/charged and sent.
    (Earlier, it can be set only as a global preference and cannot be altered for individual recurring invoice profiles).

    You can try this out and share your feedback at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  13. Snail Mail Invoices Tracking

    Allow an option to pay for a registered mailing of the invoices for proof of delivery (or any other form of proof of delivery in the system)

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Add client's logo in estimates

    I would like to customize my estimates with client ‘s logo and a presentation text

    7 votes
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    1 comment  ·  Estimates  ·  Admin →
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  15. Unlimited number of contact persons

    It should be possible to create unlimited number of contact persons. We can now create only 20. That's not good for big corporations.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  16. Separate actual receivables from taxes (receivables to the tax authorities)

    Would be good on the report for receivables due to have one with total amount due and another one net of taxes. This is because the total amount is not due to the company, only the one net of taxes is.
    Thanks.

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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  17. Ability to link an existing invoice to a project

    Should provide the feature where an already created Invoice can be linked to a project just like how an expense can be associated to a project.

    15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  18. Link everything!

    I have a project.

    Project is based off a paid invoice.
    The paid invoice has an expense.

    When I am creating an invoice I should be able to send to/create a new project. Then I should be able to link an expense to that invoice.

    When I look at my project I want to be able to click the invoice it was generated from with and the expense that I need to pay out.

    12 votes
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    1 comment  ·  Projects  ·  Admin →
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  19. ADD: Purchase confirmation Form

    Our clients often ask for a confirmation of their order.

    Lay out might be like the invoice form,
    adding extra information:
    1. Expected delivery date (date)
    2. delivery partner (lookup table)

    10 votes
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    2 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.

    Regards,
    Reshma

  20. CALCULO AUTOMATICA DE PRECIOS DE VENTAS

    Seria bueno poder poner el precio de costo de un articulo y que el sistema automaticamente le carlulara algunas alternativas de precio de venta:

    Ejemplo:
    En mi empresa Vendemos Partes para computadora:
    Si un Items me cuesta 100 dolares y en mi pais se paga 7% de impuesto, mi costo por unidad deria de 107 dolares.

    si mis opciones de ventas pueden variar en unos casos entre el 10, el 20 y el 30 %, seria posible calcular automaticamente mis precios de venta, dandome asi informacion mas real y exacta si tener que calcular mis precios manualmente al momento de…

    1 vote
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