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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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1161 results found

  1. Drag and Drop sortable Timesheet tasks

    6 votes
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?

  2. Accept and Making an advance payment (retainer)

    Would like client to have ability to accept and make an advance payment per Retainer settings by visiting %EstimateURL%

    6 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  3. Desktop Editions

    Having a desktop eidition would be great.

    6 votes
    0 comments  ·  Admin →
    How important is this to you?

  4. custom invoice template online payment

    Show invoices using custom templates on the web portal. Currently, the PDF uses the custom template but the Preview and the Web Portal default to a standard template. It confuses customers right when we need them to trust the online payment system.

    6 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  5. Add expense to existing recurring expense

    I'd like to be able to set a previous expense as a now-created recurring expense profile.

    6 votes
    0 comments  ·  Expenses  ·  Admin →
    How important is this to you?

  6. Integration with Instamojo Payment Gateway

    Please add Instamojo as Payment Gateway.

    6 votes
    0 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  7. Split taxes on expenses

    Some expenses have lines (Gratuity for example) that are not taxed (GST). It would be nice to specify this so that the numbers match when brought into an invoice for billing.

    6 votes
    1 comment  ·  Expenses  ·  Admin →
    How important is this to you?

  8. Generate invoice and delivery note when only partial delivery is done

    Generate partial invoice and delivery note when only partial delivery is done

    6 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  9. Inclure les avoirs dans les rapports

    Dans le rapport chiffre d'affaire par vendeur, il faudrait déduire les factures d'avoirs pour connaître le chiffre d'affaire réellement réalisé.

    6 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  10. Page number format "should" be in this format # of # e.g. (1 of 2 - 2 of 2)

    Dears,
    to protect businesses the number of pages should be not as it is already like. 1 - 2 - 3 - 4 ....
    it should be 1 of 2 - 2 of 2
    where the estimate of invoice shows the actual number of pages for the estimates and invoices.

    6 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?

  11. Add support for schema email markup

    Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.

    Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg

    Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.

    More info here: https://developers.google.com/gmail/markup/

    6 votes
    1 comment  ·  General  ·  Admin →
    How important is this to you?

  12. Project Milestone or Task completion based Invoicing rather than task time based

    We bill according to Completion on Project task or Milestone, so Timesheet option should rather be Project what should be allowed is invoice project based on milstone or task completion bases and/or billable time spent on the task

    This will help track Project Cashflows

    6 votes
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?

  13. Create recurring expense and populate from date range

    When creating a recurring expense, it can only begin from the entry point, the ability to backdate, or add a start date (already there) and have the system populate that for every repeat (ie weekly, monthly etc).

    Come tax time add an expense you may have missed and having it populate for the last 12 months is a basic but useful feature. Adding each one manually would be such a slow and tedious process when it could easily be done in the system.

    6 votes
    0 comments  ·  Expenses  ·  Admin →
    How important is this to you?

  14. Bulk Invoices/reminders/emails to CC multiple contacts on file

    invoices/payment received/reminder emails that are sent in bulk to include a CC of all contacts on the file OR specified department for each customer.

    I notice it only sends to primary contact - it would be great to include a CC of all contacts on their file. "send to all contacts or select department" etc

    Sometimes an invoice needs to be CC'd multiple departments before it gets through to processing, and if that's the case sending out large volumes of invoices would take forever.

    Would be helpful to those who are sending a large volume of invoices

    6 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  15. More Filters for the calendar view of the timesheets

    For example :
    different colors for each user
    Filter by project and by user...

    6 votes
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?

  16. Sync between multiple companies

    I have 2 companies that sales products to the same clients (but due to regulatory restrictions it is easier to have to separated companies when you come to this than having one that sells the 2 kind of products... go figure !). Is there a way to have a synchronised client list between those 2 companies ?

    6 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?

  17. Send an estimate and a due date information before the recurring invoice gets generated

    Send an esimate and a due date information before the recurring invoice gets generated

    6 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  18. percentage of estimates accepted / invoiced / declined

    Generate a percentage of estimate status. ie. 75% invoiced

    6 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  19. Comments in weekly time log

    All views for entering time allow comments except the weekly time view. For our business, this is the best view. It would be great to allow comments in this view.

    6 votes
    1 comment  ·  General  ·  Admin →
    How important is this to you?

  20. users - filter

    Hi,

    It would be a great enhancement to be able to filter on users. Active - Inactive, sales role, custom roles...

    Hope you like this idea!

    6 votes
    0 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?
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