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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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  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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1147 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. Inventory Capability

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

    23 votes
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    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.

  6. 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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  7. 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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  8. 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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  9. 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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    50 comments  ·  Invoices  ·  Admin →
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  10. credit card surcharge

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

    633 votes
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    58 comments  ·  Invoices  ·  Admin →
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  11. 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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    15 comments  ·  Client Portal  ·  Admin →
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  12. 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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  13. Associate reminders to contacts

    1 vote
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    0 comments  ·  General  ·  Admin →
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  14. 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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  15. 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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  16. Email Statements

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

    1 vote
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  17. 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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  18. 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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  19. 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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  20. 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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    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.

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