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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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1092 results found

  1. Email Statements

    I would like to be able to snail mail statements, like you can for invoices.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Auto fill time zone for Zoho invoice configuration settings

    When I saw the size of the time zones list I was about to quit.
    To improve conversion and tries, I think you should :
    1) Add a javascript filter to filter the list of time zone.
    2) Automaticaly select the most apropriate using either language, IP geolocalisation etc... If it's not perfectly accurate, it won't be far.

    Just seeing this awfull list made me wonder about the quality of the rest of your app.

    I know it's just a one time setup, but it's about getting users, try a A/B compare on it.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. I would like to have authentication token also for the client portal

    I would like to have authentication token also for the client portal

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Skrill as a payment gateway would be greatly appreciated

    Skrill as a payment gateway would be greatly appreciated

    47 votes
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    6 comments  ·  Payment Gateways  ·  Admin →
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  5. multiple overdue invoices statement

    If there are multiple overdue invoices for a single customer, instead of sending multiple reminders for theses invoices it would be better if an automatic statement is sent which lists all the unpaid invoices, their statuses and the respective due dates.

    128 votes
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    4 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    As a first step towards meeting this requirement, we’ve provided the option to attach the list of unpaid invoices and send it to your customers. It will be available while choosing to email the customer statement.

    You can take a look at this help document to know the steps:
    https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
    (Refer “Send list of unpaid Invoices”)

    Earlier, the customer statement cannot be customized to filter a specific set of invoices and we believe this enhancement of sending the list of unpaid invoices alone would serve as a workaround :)

    We’ll keep you posted on any further progress on this.

    Cheers,
    Reshma.

  6. Taxes in Dashboard

    I can't see how much taxes I collect during a period...

    38 votes
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    3 comments  ·  Dashboard  ·  Admin →
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  7. more invoice auto numbering options must be implemented for same organization

    we have 2 diferent kind of clients and services and they are marked with different simbol at invoice numbering (1-1-001 is one and 1-2-001 is secound). We would like thoose invoices to be separated for easier accunting laters ...

    125 votes
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    6 comments  ·  Invoices  ·  Admin →
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  8. Create Template for Invoice mode strip receipt

    Create Template for Invoice mode strip receipt

    Its is very important to have the option of have a receipt the same model you receive in a normal store.

    10 votes
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    2 comments  ·  Invoices  ·  Admin →
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  9. Be able to make part payments without setting up for paypal

    Be able to choose allow make partial payments without having to use Paypal or the ability to hide paypal from a payment option to save on paying fees instead of Direct Bank Transfers especially for services that require a deposit

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  10. Reduce resolution of receipt images before upload in iphone app

    Iphone takes images at very high resolution. So photos taken for receipts take a long time to upload when recording an expense.
    The Zoho Invoice app should automatically reduce the resolution of the photo so that uploads are faster.

    3 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  11. user access segmentation

    User to be able to view Only the invoices created by that particular user as supposed to be able to view everyone's invoices

    36 votes
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    Gathering Information  ·  6 comments  ·  Admin →
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  12. A language for each user

    When we work in a multinational, each user can select his own language.
    That makes it easy for the users to work with the system, but allows also to the customer to receive an invoice in his own language.

    31 votes
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    Under review  ·  6 comments  ·  Users & Roles  ·  Admin →
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  13. CC Avenue Payment gateway integration

    Would be nice to have CCAvenue gateway integration, especially for Indian markets as thats the only one valid apart from paypal .

    And moreover a majority of merchant users in India use CCAvenue as the primary payment gateway.

    I would be happy to help develop this integration for zoho invoice.

    34 votes
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    7 comments  ·  Payment Gateways  ·  Admin →
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  14. email tracking

    Currently there is not a way to keep track of emails that have been sent, aside from copying yourself to the email.

    Sometimes I need to follow-up with clients who have not paid in over 30 days, and if I did not cc myself then I do not have a copy of the original email.

    I would like to see a copy of my email just incase I need to refer back to it.

    I know the CRM integrates with Zoho Mail, so something similar to that would work.

    287 votes
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    Planned  ·  15 comments  ·  Integrations  ·  Admin →
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  15. Integration with Zoho Recruit

    Ability to integrate Zoho Invoice with Zoho Recruit

    2 votes
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    0 comments  ·  Integrations  ·  Admin →
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  16. Make invoice items available as placeholders for email notifications

    Currently, the invoice items are not available as placeholders for use in email notifications.

    This would be great, since the only context our customers receive currently is contained in the pdf they receive. It would be great if we could include this in the email and even subject.

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. Generate JSON attachment to invoice e-mail

    When generating an invoice e-mail, allow for an attachment of a JSON data set for an invoice.

    Example JSON:

    {
    "from": { "name": "John Fitzpatrick", "address": "1101 N. Calvert St.", "city": "Baltimore, MD 21202", "country": "U.S.A" },
    "invoice number": "INV-000023",
    "balance due": 4173,
    "bill to": { "company name": "Precision Solutions", "address": "16504 Levade Drive", "city": "Leesburg, VA 20176", "country": "U.S.A." },
    "invoice date": "16 Apr 2015",
    "terms": "Net 15",
    "due date": "01 May 2015".
    "items": [
    { "Task": "QBase / OMB 2013-2014 / 53.50H",
    "Description": "Professional services for programming and testing.",
    "Hours": 78,
    "Rate": 53.5,
    "Amount": 4173,
    }
    ]
    "subtotal":…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Integration of Google Wallet

    Possible integration of Google Wallet - In the United Kingdom this means that we can receive payments with no fees c/f the % that PayPal might charge.

    Would be a great improvement for small business..

    1 vote
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    0 comments  ·  Integrations  ·  Admin →
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  19. Emploee to hav right to add time entries for another coworker, yet not seeing details about everybody hourly rate

    Right now when I give an employee the right to manage time entry for another coworker, he automacitally access details about all user´s hourly rate and more... in timesheet/project/users

    Could the admin right be restricted to JUST adding time for others yet not seeing anothe details about them, appart from the time entries?

    The idea is to let emploees having PC skills to manage timesheets for other, but not seeing ANY other company´s private details

    Thanks

    1 vote
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    0 comments  ·  Users & Roles  ·  Admin →
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  20. Sending credit notes in bulk

    I need to send over 150 credit notes. Can this be done in Bulk?

    4 votes
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