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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  1. Customer status should trigger a Workflow

    Actually this should go under Automation category, but since there is no such, I enter it here.
    So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
    Customer status is Active.

    1 vote
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  2. create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    1 vote
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  3. Differentiating feature for contacts with the same name

    Please add a permanent date of birth (or other unique) field that differentiates contacts with the same name and also appears whenever that contact is selected.

    1 vote
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  4. Have the ability to put customers in groups Eg:Inactive,days of the week

    I would like to categorise my customers to make it easier for invoicing as our customers are regularly invoiced according to a day of the week and
    also put our inactive customers in a separate category to reduce the contact list for invoicing

    1 vote
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  5. Alphabetical

    When adding a new client their names should automatically be added alphabetically to the existing names.

    1 vote
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    2 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi there,

    We believe your requirement is to have your contacts (in the Contacts module of Zoho Invoice) listed in the alphabetical order. If so, kindly navigate to the Contacts section and click on the column header “Name”. This will make sure that the contacts are sorted based on their name. If you wish to change the order (Ascending/Descending), you can click on the column header again.

    In case your requirement is different, kindly drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  6. Group Invoices

    Be able to send an invoice to several contacts at a time who purchased the same thing from you (eg. 4 music lessons in a month). Have it send out different invoice #'s.

    1 vote
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  7. Unlimited number of contact persons

    It should be possible to create unlimited number of contact persons. We can now create only 20. That's not good for big corporations.

    1 vote
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  8. salesperson linked with particular contacts

    hello
    i would like to link salesperson with particular contacts, so that each time while billing it doesnt ask me to choose, while billing it automatically chooses the linked salesperson

    for example
    i have 3 salesperson A,B & C
    and 12 contacts 1,2,3,4,5,6,7,8,9,10,11,12

    now in contacts i can add default salesperson
    like A for contact 2,4,8,10
    so whenever any invoice is created for say contact 2, then by default salesperson A is selected

    thank you

    1 vote
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  9. Adding option to upload custom Image to Custom fields

    Hello Zoho Team,

    Adding option to upload custom Image to Custom fields.
    Upload image is required we collected images of our consumers /clients,/Service providers in our system.

    And want to show them ,how much we care about themselves.,so that they can also see their logo etc. while raising estimates,Invoices and Challans,which inturn gives a good impression and long lasting business.

    Looking forward to initiate request at your earliest.

    1 vote
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  10. Independent Project Portals for each Client.

    We would like to have multiple projects under one client with independent project portal access. At this time you have to list each project as a client for independent portal access. This makes for messy project organization. The natural hierarchy is Client / Project, there needs to be a choice if you want the client to see the portal for a project, or the project to see the portal or both. Thank you.

    1 vote
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  11. BCC to Zoho so sent emails log with clients (like Nutshell does)

    I would love to be able to BCC Zoho on email so the email I send gets logged with my client entry in Zoho. Nutshell does that already.

    1 vote
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  12. Project list in client overview screen

    We'd love to have quick access to a list of all projects from one client. Now we have to drill down into Contact > Sales and scroll all the way to the bottom for a project list. Could that just become a tab next to Sales/Mails/etc

    1 vote
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  13. Please add a comment section at the side of the overview page

    It would be very useful to have a comment section in the contact overview that could be instantly accessed by all users for scratchpad and temporary comments (the notes field unfortunately requires a number of click-throughs to get to, but is still useful for more permanent notes).

    An area at the side would be preferable to the top, since comments at the top mean you have to scroll down to see all the contact information.

    1 vote
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  14. Print sticker of basic customer details, Invoice number etc

    Feature for printing sticker with basic customer details, invoice number, custom fields of invoice etc

    1 vote
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  15. Customise contacts view

    When I look at the Contacts view, it's important for me to know which country the person is in. I've worked around the problem by putting the country in the Work Phone field, but it would be nice to be able to customise what information is shown in the overall summary (and sort on country).

    1 vote
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  16. 1 vote
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  17. 0 votes
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