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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. Portal Access to multiple clients from one email address

    I find the protal access really useful for my clients so that they can always know where they stand with my account. However I deal with a marketing agecy who sends all their design work to me while managing the process. I invoice the client directly but the marketing agency is an integral part of the team. I would like to give the "middle man" portal access to all of the clients we work on together but I see this is not currently possible.

    86 votes
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  2. Send Snail Mail Automatically in Recurring Invoice

    Instead of automatically sending Recurring Invoices via email, it would be nice if the invoices could be automatically sent via Snail Mail.

    Toggle
    [ ] Send Via Email; or
    [ ] Send Via Snail Mail

    25 votes
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    5 comments  ·  Invoices  ·  Admin →
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  3. 1 vote
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    0 comments  ·  General  ·  Admin →
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  4. Add tags to contacts

    In order to better manage clients from an invoicing point of view, it would be useful to be able to add tags to contacts and then sort them by editable tags.

    4 votes
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    0 comments  ·  General  ·  Admin →
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  5. EU B2B reverse charge tax

    For EU B2B invoices there need an option, to have no tax included and also have the reverse charge tax included in different languages

    13 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. 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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  7. 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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  8. 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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  9. Skrill as a payment gateway would be greatly appreciated

    Skrill as a payment gateway would be greatly appreciated

    47 votes
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  10. 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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    5 comments  ·  Invoices  ·  Admin →
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    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.

  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. Integration with Zoho Recruit

    Ability to integrate Zoho Invoice with Zoho Recruit

    2 votes
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