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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.

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1137 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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    0 comments  ·  Invoices  ·  Admin →
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  6. 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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  7. Add Traditional Chinese language for Zoho Invoice

    13 votes
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    0 comments  ·  General  ·  Admin →
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  8. 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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  9. 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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  10. 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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  11. 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.

  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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