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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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1137 results found

  1. Quickly add one user to multiple (or all) projects

    Quickly add one user to multiple (or all) projects - I've added a new user and wish to add him to 50+ projects without having to edit each individual project

    6 votes
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  2. Update Contact Revenue from Zoho Invoice to a Zoho CRM account field

    Update Contact Revenue from Zoho Invoice to a Zoho CRM account field

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. Customizing units (show a unit as 20% instead of 0,20)

    You can only assign the units in terms of decimals (20% as 0.2) and add a description about if required. However, it is clearer for the client receiving the invoice if we could add the unit in percentages. It would be nice if this option is available!

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Sort expenses by Project Name and have Project Name visible in list of expenses

    Would like to be able to sort the expenses list by Project Name and have the Project name visible for each entry in the list of expenses.

    6 votes
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    2 comments  ·  Expenses  ·  Admin →
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  5. Add Estimates within Zoho Projects Integration

    Zoho projects is a great way to colloborate on an estimation and it would be nice to add this to allow us to quickly send out an estimate based on the time allotmant on tasks.

    13 votes
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    1 comment  ·  Integrations  ·  Admin →
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  6. Integrate with Payment Provider that Accepts BitCoin

    Integrate with either CoinBase or BitPay

    247 votes
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  7. Add a European invoice template for windowed envelopes

    In Europe, it's quite common to send out invoices in an envelope that has a transparent window in it, so that addresses printed on the top right-hand side of the invoice shows through. That way, we don't need to print an address on the envelope or provide a sticker. Unfortunately, none of the provided templates match this workflow. Even if we choose the 'European style' template, the client address occurs too low from the header. I've tried to remove the company logo, set margins to 0, but still, the client address occurs too low to fit in the transparent window.

    35 votes
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    7 comments  ·  Invoices  ·  Admin →
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  8. Allow attachments to a recurring invoice

    My invoice conditions are too long to fit in the 'Conditions' field for a recurring invoice, so I always send them as an attachments. Because I con't set a 'default attachment' for a recurring invoice, I have to block automatic sending and attach it manually. A 'default attachment' would allow me to send recurring invoices automatically.

    Thank you.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Braintree integration with the ability to set up the integration in multi-currencies

    Correctly integrated Braintree so it can bill in multiple currencies rather than the default Braintree merchant currency.

    29 votes
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  10. Send multiple invoices in one email

    send multiple invoice in 1 e-mail

    2 votes
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  11. Recurring retainer invoices

    I would like to be able to automatically bill customers weekly or monthly for a retainer fee, and then deduct items they purchase from the money they have paid in advance.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Web form to capture customer information

    Web form to capture customer information

    1 vote
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    0 comments  ·  General  ·  Admin →
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  13. Automatic commission calculation on invoices based on individual products %

    Total commission calculation on each invoice should be automatic based on a predefined commission % of each product (since products could have different margins).

    In another instance, commissions could be different based on salesman or quota.

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Support Amazon Local Register for credit card processing.

    Amazon local Register offers 2.5% on swiped cards and 2.75% on manually entered cards with no additional fees.

    3 votes
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    0 comments  ·  Integrations  ·  Admin →
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  15. Inventory Capability

    Add Inventory Tracking, Reordering, Cost & Wholesale Pricing Inputs.

    23 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi there,

    Hope you are doing good!

    Since Zoho Invoice revolves around the sales spectrum of your business, the purchase cycle and thereby managing the inventory is not possible in Zoho Invoice directly.

    However, you can use Zoho Books for this. It’s an accounting tool and a super-set of Zoho Invoice. Zoho Books has everything that Zoho Invoice has; In addition, you can track your inventory and set up reorder notifications when your stock reaches a set value.

    To upgrade your organization from Invoice to Books (so that all your data gets transferred to Zoho Books), please refer this link:

    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions on this, feel free to drop an email to support[at]zohoinvoice[dot]com. We would love to help you out :)

    Cheers,
    Reshma.

  16. On our payment confirmation e-mail, we would like to be able to reference a product associated with the invoice.

    On the auto generated payment e-mail, we only can reference an invoice. We would like our client and accounting department to see the product as well.

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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  17. Add a subtotal line at bottom of invoice for labor. Currently subtotal combines labor and items but I need to show labor separately.

    Add a subtotal line at bottom of invoice for labor. Current subtotal combines labor and items but I need to show labor separately.

    30 votes
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    3 comments  ·  Invoices  ·  Admin →
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  18. Report for Receivable by iteam

    We have a good features under Reports for sales to identify sales generated by different category items. Such as Sales by Design, Sales by Development etc.

    But the currently there is no option to generate the similar report for Receivable, therefore we are unable to identify Receivable from Design tasks and receivable from development jobs.

    8 votes
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    1 comment  ·  Reports  ·  Admin →
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  19. Merge invoice

    Hi Zoho Invoice is great invoicing app, but if you could add the feature where we can merge multiple invoices together for the same customer, it would be awesome. For customer who have multiple invoices open with us it is aggravating to keep on receiving different invoices and they have complained multiple times, we have tried sending them a statement but they are not happy with that since it shows totals but no explanation of the invoices.

    411 votes
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    45 comments  ·  Invoices  ·  Admin →
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  20. credit card surcharge

    Add feature so you can automatically add a credit card surcharge if that payment option is followed.

    632 votes
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    58 comments  ·  Invoices  ·  Admin →
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