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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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347 results found

  1. Create Template for Invoice mode strip receipt

    Create Template for Invoice mode strip receipt

    Its is very important to have the option of have a receipt the same model you receive in a normal store.

    10 votes
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Make invoice items available as placeholders for email notifications

    Currently, the invoice items are not available as placeholders for use in email notifications.

    This would be great, since the only context our customers receive currently is contained in the pdf they receive. It would be great if we could include this in the email and even subject.

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

  3. Custom column field that is included in invoice formula

    For our audiovisual rental business this would allow us to include a "days" column so that the line item amount could be calculated like so: quantity x rate x number of days = line item amount.

    I'm sure there would a variety of different applications for other users too.

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

  4. custom formula

    Add the possibility to calculate based on other field. Also feature like IF, ELSE , AND , OR would be great in order to do much more complex calculations. This would maken Invoicing much more advanced.

    10 votes
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  5. Social media icons on invoices/quotes Template

    Social Media Icons on ALL templates (Invoices, Quotes, etc) with links integration! PLEASE!!!

    And more freedom within the template text editing... How to make the titles of my templates bold?

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

  6. Automatic commission calculation on invoices based on individual products %

    Total commission calculation on each invoice should be automatic based on a predefined commission % of each product (since products could have different margins).

    In another instance, commissions could be different based on salesman or quota.

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

  7. Time tracking report as additional report to Invoice.

    While converting a projects time-sheets to Invoice also optionally attach the un-billed hours to the invoice as a report. (Not aggregated)

    From an accountant perceptive they only want to see invoice line items grouped by type/task (Which is implemented).

    From the CTO, they want to see the details time logging for a project bring billed for.

    Currently, need to export and save as PDF before converting to invoice, and then attach manually the generated PDF. Would be awesome if this were done automatically.

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

  8. invoice

    Seria importante agregar las ordenes de compra y las facturas de proveedor en el modulo de zoho invoice, al igual tambien agregar la opción de paquetes como en el modulo de zoho inventory

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

  9. Exporting documents to XML. Costa Rica Goverment requires documents in XML format.

    Actually we can send invoices in PDF format; but, some goverments and costumers requires the information in XML format.
    It will be awesome to have the option.

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

  10. Recurring retainer invoices

    I would like to be able to automatically bill customers weekly or monthly for a retainer fee, and then deduct items they purchase from the money they have paid in advance.

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

  11. Option to select discount type while creating invoice or estimate

    It would be nice is when you are creating a Estimate or invoice to have the option to select whether to discount at the item level or at the Totals level.

    Because you do have situations when you want to discount one particular item but not the other and its a pain that we have to go to setting and change the template for the one quote and then have to go back and change it back again.

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

  12. Snail Mail Invoices Tracking

    Allow an option to pay for a registered mailing of the invoices for proof of delivery (or any other form of proof of delivery in the system)

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

  13. Being able to associate multiple currencies to a client for invoices and expenses

    My clients ask for invoices in GBP, EURO and USD but I must report locally in AED. I need the ability to invoice in a foreign currency, receive funds in that currency but pay expenses in local currency. A major flaw to only have one currency associated with a client.

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

  14. Packing list

    Packing list with product size, gross weights, and cubic meters would be helpful for companies doing importing/exporting business.

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

  15. Flag for invoice with credit note applied

    Hello, good morning.
    I was wondering if it was possible to apply a flag to an invoice to which has been applied a credit note. When I am gathering all invoices for tax purposes it could be helpful to quickly see which invoice is valid and which one has been credited.
    Thanks

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

  16. Select time option for recurring invoices

    Option to select the time at which the recurring invoices are sent.

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

  17. WRITE-OFF

    Had to write off several invoices when client became insolvent but, when I go to reports the invoices show as "paid" instead of "written off" and is confusing my accountant (and me) because I cannot sort or select just the written off invoices to run report for tax purposes. PLEASE make this write-off feature a different category than "paid"

    8 votes
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  18. Option to Mark Item as Free

    During Invoicing Items there should be an option to mark few or all items as Free items so that the corresponding item Amount becomes Zero and GST amount is also adjusted accordingly to Zero. This feature is useful if we are creating invoice for ‘Sample Items’ or if we have offers like ‘Buy One Get One Free’

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

  19. Date Stamp as an Invoice Number

    It would be great if it can do a "Date Stamp" ( YYYYMMDDHHMMSS) as an invoice number instead of incremented numbers. eg; INV-20160628101255.

    8 votes
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  20. invoice in UBL

    create UBL invoice to send to customer (and own accountant who uses Exact online or any other accountancy software)

    7 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Linda,

    Thank you for posting on our feedback forum.

    We would like to know more about your requirement so that we can assist you with the right solution. It would be great if you can drop an email to support[at]zohoinvoice[dot]com and our team will be glad to help you!

    Regards,
    Reshma.

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