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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.

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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347 results found

  1. Project Timesheet - Retain "View By" selections on Item Edit

    While reviewing a Project, I consistently go to the Timesheet to either create or edit items. Everytime I create or Edit, the filter I had in place, is reset to the default load values.

    Would it be possible to retain the filter values for the "View By" Filter under the Timesheet?

    Steps to reproduce:
    1. Login to ZOHO and goto "Timesheet"
    2. Select a Project to review
    3. Click the Timesheet Tab, next to Overview
    4. For the "View By" filters, select a value no auto-selected.
    5. Click an Item in the resulting view
    6. Either make an edit or…

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Invoices custom view

    When creating a custom view for invoices, for "invoice state" criteria, the "unpaid" state is missing.

    4 votes
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    2 comments  ·  Invoices  ·  Admin →
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  3. To show the mileage value as the quantity on the invoice as well as the mileage rate charged

    The Mileage expense works well. However, instead of showing the mileage quantity as "1" on the invoice and the rate as the total, it should be able to show the miles traveled as the Quantity and the Rate used such as 0.535. Some clients require these details.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. W9

    A W9 form that can be kept on file with our invoices for clients that request W9 with an invoice

    4 votes
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  5. In Norway we have an increasing demand for socalled "EHF" invoices to state and municipalities. When will you implement this feature?

    In Norway we have an increasing demand for socalled "EHF" invoices to state and municipalities. When will you implement this feature?

    4 votes
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    3 comments  ·  Invoices  ·  Admin →
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  6. Work order creation?

    I think it would be a great idea to add the work order creating as well.

    4 votes
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  7. Portugal SAF-T PT. compliance

    Portugal SAF-T PT. compliance

    we move our company to Portugal and every month we MUST send our invoice to the tax office in accordance with the Portugal SAF-T PT. compliance. Is ZOHO compliante? has the required api?

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  8. It would be awesome if when creating an invoice from a timesheet we could group the tasks by date.

    It would be awesome if when creating an invoice from a timesheet we could group tasks by date into a single line item. Currently we can group the same task time entries together into one line item on the invoice but not able to group several different tasks together by date as line item.

    So for example if I track time to tasks 1, 2, 3, & 4 on a project for January 10th, I would like to be able to group all 4 tasks together as one line item on my invoice.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. save and send later option for partially paid invoices

    The ability to save and send later for partially paid invoices as I have customers who overpay for one invoice and need the credit carrying over to the following month's. At the moment you have to mark the next invoice as partially paid with the credit and this can sometimes be missed when sending out so if we could mark as save and send later for the remainder this would be very handy.

    4 votes
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  10. Partial payments – should be automatically noted in the thank you note

    I received a partial payment. When I sent the "payment received" email it stated only that the payment was received. Yes, the amount received was mentioned in that mail but not that it was only partial!

    It should say "1000 of 1500 received = 500 still to pay" or similar.

    So how does the client know to still pay the rest?

    Yes, the online invoice had automatically been updated by showing the remaining amount but what if the client doesn't see this?

    It would be good if, instead of triggering an automated late payment warning, the payment received note would…

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  11. Sales Tax Liability Report

    Need to be able to customize what's shown on the Sales Tax Liability Reports- specifically Customer Name should be noted along with the Invoice Number for easy/quick reference

    4 votes
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  12. attach timesheet hours as csv to invoice

    My client has asked that when I submit my invoice I put a single line for all hours - the total hours. But then attach the timesheet entries for the hours on the invoice.

    Presently I have to send the invoice with the daily time sheet entries. The client finds this hard to deal with. He'd like perhaps a csv with the timesheet entires.

    if you could do that option it would be great.

    4 votes
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  13. Need invoice in USD and INR ( for customs purpose) . ?

    How do we generate invoice in INR for an export transaction? The invoicing is done in USD . But for customs purpose we need same invoices in equivalent INR.

    4 votes
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  14. invoice show total of all invoices due

    Can we have an option that shows on the Invoice for a customer, their current status of account. eg. I have customers who pay a lump sum in advance, each month the Invoice simply shows a that it's paid but doesn't show what their credit balance left is. Also if a customer hasn't paid the last bill, it would be good to show on the Invoice that they have an overdue balance without affecting the overall totals on that invoice.

    3 votes
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    Hi Dale,

    Thank you for posting on our feedback forum.

    1. For letting the clients know their credit balance, you can give them access to the client portal. When they login to the portal, they would be shown a dashboard which has information about their “Credits available”.

    2. Displaying their overall balance due – For this, you can insert a placeholder in the email templates.
    - Move to Settings > Email templates > Invoice notifications > Show mail content;
    - Use the “Insert placeholders” option and insert the placeholder for “Customer Balance”;
    - Save the changes.

    The above placeholder will just display their overall unpaid amount without affecting the balance of the current transaction.

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

    Regards,
    Reshma.

  15. Make the PDF Invoices not filled with errors

    Right now when you input a $-based discount, it shows up on the PDF as a 0% discount still, so you effectively can't give accurate $-based discounts. Also, after inputing new customers, the addresses are not displayed correctly on the PDF. For the billing address, inputing "Chicago, IL 60603" results in "Chicago,IL 60603" on the PDF. Note the incorrect spacing. On the shipping address, it appears as "Chicago, IL60603" again with incorrect spacing.

    3 votes
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    Hi Jon,

    Thank you for posting on our feedback forum.

    First, we would like to clarify that there are no technical issues at our end that could potentially cause the errors you’ve mentioned. To resolve this, we would like to get in touch with you. Hence, it would be great if you can drop an email to support[at]zohoinvoice[dot]com with your contact details.

    Regards,
    Reshma.

  16. Timesheet Invoice Creation should Use Dates

    When using the feature to create an invoice from timesheet data, although I can generate line items for each timesheet entry, the dates are not importable despite there being a date field in my invoice. This should be connectable for automatic import. Putting the date in the Line Item description (though available) is a poor substitute when I have a date field.

    3 votes
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    3 comments  ·  Invoices  ·  Admin →
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    Hi Preethum,

    Thank you for posting on our feedback forum.

    We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same.

    Looking forward to your response.

    Regards,
    Reshma.

  17. 3 votes
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    Hi Robert,

    You can very well import your data from other solutions to Zoho Invoice. The file you’re going to import should be in CSV/TSV formats.

    To help you with the import process, we have provided sample CSV files under each module (which you can download). Hence, you can make use of it and ensure that the data is in accordance with the sample file format.

    While importing the data, if you have any queries, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  18. If the label able drag and drop customized manner means it easy to us.

    I want to choose label as per my wish in the invoice templete

    3 votes
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    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, you can very well rename the label of almost all the fields present on the invoice. This can be done under Settings > Templates > Invoices > Edit.

    If you can drop an email to support[at]zohoinvoice[dot]com with your exact requirement, we’ll be happy to assist you!

    Regards,
    Reshma.

  19. I would like the capability to add additional columns to my invoices.

    I work with many numbered files for a client. They require that I reference each one. Within each file, there are additional numbers, which I must also reference.

    The capability to add, delete, alter or otherwise customize column headers within Invoices would meet such a need and the similar needs of Zoho users.

    3 votes
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    Hi Deb,

    Thank you for posting on our feedback forum.

    For your requirement, we believe the “Custom fields” would be helpful. These are additional fields you can add to your invoices. You can create these custom fields under Settings > Preferences > Invoices > Custom fields.

    If you have further questions on this, you can vry well reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  20. Be able to make part payments without setting up for paypal

    Be able to choose allow make partial payments without having to use Paypal or the ability to hide paypal from a payment option to save on paying fees instead of Direct Bank Transfers especially for services that require a deposit

    3 votes
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