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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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63 results found

  1. Recurring Invoices Reports

    Currently there is no reporting on revenue coming from recurring invoices. It would be great if I can see a summary of yearly revenue from recurring invoices. Thanks.

    29 votes
    4 comments  ·  Reports  ·  Admin →
    How important is this to you?

  2. Allow users to flexibly add columns to report "Payments Received" (comment, sales person, days outstanding, etc.)

    As a user I would like the ability to flexibly add columns to a report, for instance "Payments Received." We use the comment field. Others use sales person. We would also like to track days outstanding. This should be available on all reports, not just on Invoices or Payments Received.

    29 votes
    4 comments  ·  Reports  ·  Admin →
    How important is this to you?

  3. Profit and loss

    This is a must have report for any business. We need this ASAP. It doesn't have to be that detailed, it just needs to list income by category (sales), total expenses by category and an overall profit or loss calculation. It would also be great to have this included on the dashboard.

    24 votes
    5 comments  ·  Reports  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    Zoho Invoice can help you generate the ‘Payments Received’ and ‘Expense details’ report but it doesn’t have the ability to generate a’ Profit and Loss’ report as such. However, you can easily do this with Zoho Books.

    Zoho Books is a single application that can help you with both invoicing and bookkeeping (and hence comes with P&L report). If you already have a Zoho Invoice organization, migrating to Zoho Books is such a breeze. You can refer this link to know the exact steps:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  4. Sales report with items purchased by invoice

    We sell products and we need to know the items sold by invoice. The report shows the total of the invoice. It could also show by invoice what items were sold.

    22 votes
    2 comments  ·  Reports  ·  Admin →
    How important is this to you?

  5. Revenue by staff report

    Possibility of creating a 'Revenue by staff' report to indicate staff contribution and expenses incurred to decide their salary.

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

  6. Customize timesheet reports

    Customize the timesheet reports with our company logo, address and layout.

    As the report might be sent and view outside the company (e.g. to customers), it might be interesting to authorize the customization as it is possible for invoice and estimation.

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

  7. Add graphics to the reports

    It should interesting to see the report data as graphics (pie charts, etc.).

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

  8. Classification of timesheet reports by tasks

    I'd like to group the details in the time sheet report by the name of the tasks, beside of user, date or project. It would help me to bring my clients the info they need about the time spent by project and task.

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

  9. Need a cash vs. accrual option

    Need a cash vs. accrual option in reports

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

  10. A column for "Sales Person" in the report "Payments Received"?

    It would be fantastic with a column in the report "Payments Received" that also shows who the sales person is (maybe from "show more"?).

    When you export the report to Excel, it will be easy to sort / filter this column.

    Thank you for a great product!

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

  11. Custom scheduled reports

    Use custom reports and have them scheduled

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

  12. 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
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  13. Total sales report including "All Time" option for customization

    Total sales report showing all sales performed (reported by date regardless of item, sales person or customer) along with a previously mentioned request of an "All Time" option for a date / range option would be beneficial.

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

  14. Résumé des taxes - nom des clients

    Dans le rapport - TVA Transactions, il faudrait rajouter une colonne avec le nom du client

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

  15. i want to be able to enter my own fiscal year with my own start/end date

    want to be able to setup my own fiscal dates

    7 votes
    2 comments  ·  Reports  ·  Admin →
    How important is this to you?

  16. Please add "All Time" in dropdown menu for Sales / Income / Expense etc.

    Currently options are "this fiscal year; last fiscal year; last 12 months; last 6 months".

    Since most of our clients are billed over multiple years we would like to see an "All Time" sales total for each of them without having to do a custom report every time.

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

  17. 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?

  18. report on draft invoices

    All inclusion of Draft invoices on "Sales by Item" report so I can forecast easier. (perhaps include chkBox to include DraftItems)

    6 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Dustin,

    Thank you for posting on our feedback forum.

    Since the draft invoices cannot be accounted as your actual sales, we have not included that in the “Sales by item” report.

    However, you can make use of the “Invoice Details” report for this. Using the “Customize report” option in that report, you can choose whether to show/hide the draft invoices.

    Regards,
    Reshma.

  19. Actual vs Budgeted expense reports

    Option to see how much you have spent versus the budget and the balance.

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

  20. Separate actual receivables from taxes (receivables to the tax authorities)

    Would be good on the report for receivables due to have one with total amount due and another one net of taxes. This is because the total amount is not due to the company, only the one net of taxes is.
    Thanks.

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