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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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8 results found

  1. Uploading PDF (Contract) on contact information

    that would be a very helpful information to be able to upload PDF file in order to attach a contract on Client information.

    Thanks

    8 votes
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    0 comments  ·  Customers  ·  Admin →
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  2. Set a Credit Limit for a customer

    A field for setting a credit limit for a contact which will then flag up when this credit limit is reached/exceeded with unpaid invoices.

    I currently have to enter a remark to keep of a credit limit but this can get lost in lots of other remarks made and doesn't flag up when it's reached - I have to remember to check each contact manually myself (very time consuming) and rely on my sales team to check and calculate at the point of raising new invoices.

    5 votes
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    0 comments  ·  Customers  ·  Admin →
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  3. Capability to attach files to a contact

    I would like to attach files to a contact for reference

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  4. assign multiple clients to a price list in one go

    Hi,
    It would be nice to be able to mark multiple existing clients and then assign them to a price list..

    4 votes
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    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Jorg,

    Thank you for posting on our feedback forum.

    To achieve your requirement, click on the “Contacts” section > Select the required contacts (using the check-box on the left) > Choose “Bulk update” option on top > Select the desired price list.

    Cheers,
    Reshma.

  5. export new customer

    It would be great to be able to see/export the news clients per date.
    Not all the contacts, but those who have an invoice for the first time.
    To have the number of new clients per month..
    Thanks!

    3 votes
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    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, when you select the “Export customers” option, you can choose if you wish to export all the customers or just the ones created/modified over a specific date range.

    This can help you filter the new customers. If you have any other questions, feel free to reach out to us at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  6. Export Specific Contact Type

    If I am viewing just overdue contacts, I would like to be able to export just that specific list. Same goes for the other categories such as inactive, unpaid, etc. I don't want to export the entire contact list when I am just looking for a few specific contacts. It should be an option to export just the list you are currently viewing.

    3 votes
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    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Zoho Invoice now allows you to export a specific set of contacts. If you like to export only the ‘overdue customers’, you can set the filter to ‘Overdue customers’ and choose the menu icon on the right > Export current view.

    If you need any further assistance, feel free to drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  7. add new customer from MS outlook contacts

    1 vote
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  8. Make an invoice for a CRM Contact and not only for CRM Account.

    Currently in CRM you cant make an invoice for a contact. Only for Accounts. As we are a B2C and B2B service company, we have both organisations and induviduals as our clients. At the moment if Mr. X books a holiday with my company, I cant make an invoice for Mr X. There has to be an account linked to Mr X for me to make an invoice

    1 vote
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    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We are so glad to inform that we have enhanced the Zoho Invoice – Zoho CRM integration such that you can invoice both your B2B and B2C type clients.

    To know more on this, kindly drop an email to support[at]zohoinvoice[dot]com with your organization ID.

    Cheers,
    Reshma

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