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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.

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1087 results found

  1. Sales, Expenses and Receipts Report

    Currently "Sales and Expenses" data is only available from the dashboard and not separately under reports section limiting one to see data of 12 months/current FY or previous FY. It will be great if another dedicated report is added under reports section where one can see this report based on one's own filters like compare sales, expenses and receivables of last 5 years YOY or MOM or quarter wise!

    14 votes
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    0 comments  ·  Dashboard  ·  Admin →
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  2. Auto-scan expense receipts through the mobile app

    Option to upload expense receipts through the Zoho Invoice mobile app and have them automatically scanned.

    14 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  3. Banking Tab - Balance of bank accounts

    Zoho Invoice is an invoicing software, but I don't see why this one should not have a Banking tab to manage bank transactions, and balances of account. It would be nice to connect this whit Payments received and Expenses, so we can track those more efficiently.

    What do you think?

    Kindest regards

    13 votes
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    1 comment  ·  General  ·  Admin →
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    Hi there,

    Hope you are doing great !

    In Zoho Invoice, it is not possible to integrate your bank account; Sorry about that.

    However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.

    If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.

    Regards,
    Reshma

  4. Multiple Currencies feature for same client.

    Need to add a feature where in one could raises invoices with multiple currencies for the same client.

    13 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Improve online payment logos

    I use PayPal and Stripe as online payment options (thanks for that capability!). The icon that appears in the invoice pdf shows PayPal just fine, but then a black vaguely credit-card looking thing for Stripe. It would be nice to have a better icon for Stripe that shows the cards accepted and distinguishes it as a separate option from PayPal (since PayPal also often indicates it can accept credit cards by using their logos).
    Second, it would be great to use the same icons in the invoice notification email, instead of a hyperlink.
    Thanks for your consideration!

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. 13 votes
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  7. EU B2B reverse charge tax

    For EU B2B invoices there need an option, to have no tax included and also have the reverse charge tax included in different languages

    13 votes
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  8. Add Estimates within Zoho Projects Integration

    Zoho projects is a great way to colloborate on an estimation and it would be nice to add this to allow us to quickly send out an estimate based on the time allotmant on tasks.

    13 votes
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    1 comment  ·  Integrations  ·  Admin →
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  9. 13 votes
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    1 comment  ·  Projects  ·  Admin →
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  10. Having the ability to archive an invoice when it no longer needs to be addressed

    Having the ability to archive an invoice when it no longer needs to be addressed, not showing up on the list. In the year 2015 do not want to see invoice from 2014

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  11. Invoice items to time log

    Would be nice to use invoice items directly in time log. Just selecting the item, time, adding description and done. It may end up as new task finally or something but would make monthly billing and invoicing simpler to manage.

    13 votes
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    0 comments  ·  Projects  ·  Admin →
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  12. negative amount in expense

    for credit of a partial expense

    13 votes
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    4 comments  ·  Expenses  ·  Admin →
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  13. 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
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  14. Add bulk edit option to “Mark as Non-Billable"

    In the timesheet section, it would be nice to have the option to “mark as non-billable” as a bulk edit. The current bulk edit options include:

    • Mark as invoiced
    • Mark as Unbilled
    • Delete

    I would like you to add a button to “Mark as Non-Billable” here: https://www.screencast.com/t/JggsPFfxB Currently, you have to open each time entry and uncheck the box manually, which is time consuming and annoying.

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. Coupon Codes/Tips Field

    It would be nice if my recurring clients could have the option to enter a coupon code or tip amount into their estimates/invoices which could change the total amount due. This feature would be a great way for many service based businesses to offer perks to loyal clients.

    My clients currently fill out an request quote form on my website (not zoo forms because its very limiting) which allows a coupon code but I have to enter it manually into zoho invoice. This also means that my recurring clients have to re-submit the form each time they want to use…

    13 votes
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    1 comment  ·  General  ·  Admin →
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  16. Direct Deposit

    Would love to be able to grab a direct deposit feed from the bank and assign payments to invoices

    12 votes
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    0 comments  ·  Payments  ·  Admin →
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    Hi there,

    Hope you are doing great !

    In Zoho Invoice, it is not possible to integrate your bank account ; Sorry about that.

    However, you can achieve it using Zoho Books. It is actually a super-set of Zoho Invoice, meaning, it has every single feature of Zoho Invoice and a lot more functionalities to make your accounting worthwhile. In Zoho Books, you can connect your bank account and fetch automatic feeds. The best part is that you can upgrade your Zoho Invoice account directly to Zoho Books with just a few clicks.

    If you would be interested, you can write back to support[at]zohoinvoice[dot]com so that we can discuss further on this.

    Regards,
    Reshma.

  17. See client portal "from customer point of view"

    There appears to be no way that I can see a client's portal from their perspective. It would be very good to be able to see (and check) what each client sees when they access their portal view.

    Therefore, please can you consider, for each client, having a "view client's portal" link against each client entry for which the portal is enabled?

    12 votes
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    Hi Mark,

    Thank you for posting on our feedback forum.

    We understand that you wish to take a look at the client portal interface so that you can have a clear idea on what the clients can see and how.

    Though there is no direct link to view the portal interface from a client’s perspective, you can take a look at our help docs which explains each and every section of the portal along with screenshots.
    https://www.zoho.com/invoice/help/client-portal/

    To take an even closer look, you can create a dummy contact with your alternate email address and try enabling portal access so that you can test everything out before starting off your actual invoicing.

    If you still have questions on this, please feel free to drop an email to support[at]zohoinvoice[dot]com. We would be happy to schedule a demo and walk you through the whole application including the portal.

    Regards,
    Reshma.

  18. Link everything!

    I have a project.

    Project is based off a paid invoice.
    The paid invoice has an expense.

    When I am creating an invoice I should be able to send to/create a new project. Then I should be able to link an expense to that invoice.

    When I look at my project I want to be able to click the invoice it was generated from with and the expense that I need to pay out.

    12 votes
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    1 comment  ·  Projects  ·  Admin →
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  19. Add graphics to the reports

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

    12 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. Track Start and End Time Automatically When Using Timer For Billable Hours

    Currently when you track your time and you use the timer, the system doesn't track the exact time that you pressed 'Start Timer' and the exact time when you clicked 'Stop Timer'. This is a very easy fix to make.

    Many states require exact start time and stop time when billing hours. Instead of requiring us to manually type in start and end time, your Timer function should automatically log when we click start and stop and record that time in the Excel report. This is a very simple fix, and would make tracking time much easier.

    12 votes
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    2 comments  ·  Invoices  ·  Admin →
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