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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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  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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1092 results found

  1. Device Magic Integrations

    Would it be possible to Integrate device magic

    1 vote
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    0 comments  ·  Integrations  ·  Admin →
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  2. Add Traditional Chinese language for Zoho Invoice

    13 votes
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    0 comments  ·  General  ·  Admin →
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  3. Customizable drop-down menu for expense detail

    I would like to be able to set up a drop-down selection of user-defined "Tags" for individual expenses. Specifically to associate an expense with a particular client, vehicle, etc. Similar to the category selection is set up currently.

    11 votes
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    0 comments  ·  Expenses  ·  Admin →
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  4. Integration with BluePay

    I would like to see Blue Pay as one of the credit card payment options. I am interested in your software. But I don't want to change credit card companie.

    6 votes
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    1 comment  ·  Payment Gateways  ·  Admin →
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  5. Ability to add VAT to Retainer Invoices, as it is mandatory by tax law in EU.

    I would like the ability to add VAT to Retainer Invoices, as it is mandatory by tax law in EU.

    44 votes
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    Planned  ·  7 comments  ·  Invoices  ·  Admin →
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  6. Hide Individual Line Item Costs But Still Show Total Cost

    I would like to see the ability to hide individual line item costs while still showing the total price. I want my customers to see a lump sum price for all items on estimate while having the ability to hide each individual items cost.

    Vote for this idea!!! This needs to be implemented.

    16 votes
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    2 comments  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    In the pre-defined templates of Zoho Invoice, hiding the “Amount” column (which the final amount of a line item) would hide the entire total section too.

    But, we do have a workaround (custom HTML templates) for this. Please reach out to support[at]zohoinvoice[dot]com to know more about this.

    Happy invoicing!

    Regards,
    Reshma.

  7. Enter expenses in original currency

    Be able to enter expenses in original currency ans use the system to translate into base currency by using the Currency module

    10 votes
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    Released  ·  0 comments  ·  Expenses  ·  Admin →
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  8. Update recurring invoice item descriptions when I update an item.

    When updating an item description, it would be really nice if all future dated recurring invoices with that item were automatically updated with the new item description.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. Ability to Create 'Recurring' Projects

    Will be very helpful to complement 'recurring invoices' so projects that are ongoing will get budgeted on a project every month (for example will get X amount of hours budgeted per month), The projects may need to be then linked to the invoice and not just to the client.

    2 votes
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    1 comment  ·  Projects  ·  Admin →
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  10. Paypal business payments to show up as pending

    Paypal business payments should show up as payment pending on client dashboard to avoid confusion. Also, the ability to make a payment on the same invoice twice is a big issue.

    11 votes
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    2 comments  ·  Invoices  ·  Admin →
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  11. Calculation of item price from several components and adding margin

    Please add 1 level down in the Estimates Item. All our products (displays, posters, custom made advertising materials) contain x amount of parts , but in the estimate we show the ready products price.
    for example if we are offering- MUGS WITH CLIENTS LOG
    It contains:
    plain mugs
    set up costs
    printing
    packaging
    artwork preparation

    Now we combine all this in the excel, add margin of x% and manually enter the end price of the mug in the Estimate. Very time killing. And backwards, if client after some longer time accepts the Estimate, we have to remember(find) what the planned…

    11 votes
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    1 comment  ·  Estimates  ·  Admin →
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  12. countdown

    Stopwatch is making me nervous and unproductive.

    How about you add a "countdown" option?
    eg: "I will dedicate 25min to Task A", after 25min
    you warn me, I have a 5min break and then continue
    with this or another task..

    3 votes
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    0 comments  ·  Projects  ·  Admin →
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  13. Single sign-on with Zoho Desk

    Currently, customers have one login to the Zoho Desk and a separate login to zoho Invoice. Systems should integrate, when an account is created for invoicing, should allow login to support portal and vise-versa. Also, should have the ability to deny specific users from accessing invoices (only allow support portal access). And allow us to set super-user client that can deny access to invoices for users under their company.

    6 votes
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    0 comments  ·  Integrations  ·  Admin →
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  14. Improve online payment logos

    I use PayPal and Stripe as online payment options (thanks for that capability!). The icon that appears in the invoice pdf shows PayPal just fine, but then a black vaguely credit-card looking thing for Stripe. It would be nice to have a better icon for Stripe that shows the cards accepted and distinguishes it as a separate option from PayPal (since PayPal also often indicates it can accept credit cards by using their logos).
    Second, it would be great to use the same icons in the invoice notification email, instead of a hyperlink.
    Thanks for your consideration!

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. I need the flexibility to have an inventory item that does not have a fixed price. This is a bid item

    Blank Price Field that can be entered during quote or invoice building

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. Several project invoice enhancements

    I just like to ask for a few enhancements:

    1. Add the possibility to specify the items to use to mount the item number and description just once, and then select the projects to include in the invoice, also add a simple option to include all un invoiced timesheets in a given perior or up to date

    so you speed up invoicing as you dont have to select for each project again and again the display data

    also add an option for sorting, grouping and page break like

    sort by date or sort by task
    group by task or group by…

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. CRM fields mapping and auto populating INVOICE fields

    When integrating CRM and Invoice or Books. Currently there are only a few fields that are pulled thru from CRM to Invoice / Estimate. Allow Mapping of Custom fields or standard fields in CRM to map and Populate fields in Invoice / Estimate.
    For example. Custom CRM field #1 = Custom Invoice Field #1
    or
    CRM Potential Name: = INVOICE Order Number

    21 votes
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    1 comment  ·  Integrations  ·  Admin →
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  18. Add an expense from a mail client

    Option to forward a receipt received from the vendor in email and create it as an expense in Zoho Invoice.

    5 votes
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    2 comments  ·  Expenses  ·  Admin →
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  19. Additional fields for Expense Reports

    Option to add our own fields like - Department, group, etc in Expense Reports.

    1 vote
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    2 comments  ·  Reports  ·  Admin →
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  20. Merge duplicate expenses

    Merge duplicate expenses into a single expense

    2 votes
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    3 comments  ·  Expenses  ·  Admin →
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