Zoho Invoice

Welcome to our Feedback Forum!

If you have an idea or a feature you’ll like to see in Zoho Invoice, this is the right place to be. While we cannot promise a ‘date’, we will definitely keep you updated on every feature request you make.

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  1. Digital Signature for Estimates/Invoices

    Add the capability to have clients add their digital signature to estimates and Invoice

    313 votes
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      Planned  ·  22 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
    • Integrate with Payment Provider that Accepts BitCoin

      Integrate with either CoinBase or BitPay

      212 votes
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        8 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
      • 199 votes
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          11 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
        • credit card surcharge

          Add feature so you can automatically add a credit card surcharge if that payment option is followed.

          189 votes
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            13 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
          • email tracking

            Currently there is not a way to keep track of emails that have been sent, aside from copying yourself to the email.

            Sometimes I need to follow-up with clients who have not paid in over 30 days, and if I did not cc myself then I do not have a copy of the original email.

            I would like to see a copy of my email just incase I need to refer back to it.

            I know the CRM integrates with Zoho Mail, so something similar to that would work.

            184 votes
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              Planned  ·  10 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
            • sub item in invoice and estimation

              Adding a feature which allows sub items to be added to the invoice will further enhance zoho invoice.

              This feature is very helpful for business which sells goods for example same work table but with different sizes, doors, photo frames etc.

              130 votes
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                5 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
              • Progressive Billing

                Bill clients when a percentage of a project is considered as completed.

                118 votes
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                  12 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                • multiple overdue invoices statement

                  If there are multiple overdue invoices for a single customer, instead of sending multiple reminders for theses invoices it would be better if an automatic statement is sent which lists all the unpaid invoices, their statuses and the respective due dates.

                  112 votes
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                    4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

                    Hello everyone,

                    As a first step towards meeting this requirement, we’ve provided the option to attach the list of unpaid invoices and send it to your customers. It will be available while choosing to email the customer statement.

                    You can take a look at this help document to know the steps:
                    https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
                    (Refer “Send list of unpaid Invoices”)

                    Earlier, the customer statement cannot be customized to filter a specific set of invoices and we believe this enhancement of sending the list of unpaid invoices alone would serve as a workaround :)

                    We’ll keep you posted on any further progress on this.

                    Cheers,
                    Reshma.

                  • 107 votes
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                      16 comments  ·  Payment Gateways  ·  Flag idea as inappropriate…  ·  Admin →
                    • We can have an option of categorizing items based on some criterias.

                      A customer has 25000 products, he needs to categorize them by category, sub-category and product.

                      103 votes
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                        2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                      • more invoice auto numbering options must be implemented for same organization

                        we have 2 diferent kind of clients and services and they are marked with different simbol at invoice numbering (1-1-001 is one and 1-2-001 is secound). We would like thoose invoices to be separated for easier accunting laters ...

                        96 votes
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                          6 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                        • Merge invoice

                          Hi Zoho Invoice is great invoicing app, but if you could add the feature where we can merge multiple invoices together for the same customer, it would be awesome. For customer who have multiple invoices open with us it is aggravating to keep on receiving different invoices and they have complained multiple times, we have tried sending them a statement but they are not happy with that since it shows totals but no explanation of the invoices.HELLLPPP!!!

                          95 votes
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                            3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                          • Set hourly rate for a client

                            Different clients offer different rates for services and hence an hourly rate per client helps to invoice easily.

                            68 votes
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                              5 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                            • Deposit Invoice & Multiple Invoices

                              One project can have a payment schedule with 4 separate payments:
                              1 - Deposit
                              2 - 25%
                              3 - 15%
                              4 - 10%

                              Most clients require separate invoices for each payment. At the moment you can't do a single invoice total with 4 different invoices that are tied to that invoice total.

                              68 votes
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                                3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
                              • Timesheet approval to customer

                                We like to send a completed timesheet towards our customer for approval, without sending the price details. either by e-mail or through the customer portal.

                                59 votes
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                                  1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                • Client Portal Ordering

                                  Allow customers to log in to the Client Portal to place an order (basically create their own invoice). This would send a notification of the order request that could be accepted by the company and then fulfilled.

                                  As an example, I use Zoho Invoice for my consumer products company to sell wholesale to retailers & distributors. It would be great if they could use the portal to make reorders of the items they are selling through.

                                  54 votes
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                                    2 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Record timesheets in days instead of hours

                                    This feature will help in creating timesheets as days/month and set a rate/day.

                                    53 votes
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                                      2 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Integration with Zoho Support (Zoho Desk)

                                      Option to create invoices in Zoho Invoice for the time spent on tickets in Zoho Support (Zoho Desk)

                                      46 votes
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                                        6 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 40 votes
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                                          4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Dollar discount

                                          Instead of offering a discount percent there should be the option to supply a dollar amount discounted. So instead of 15% off I may just want to give them $10 off.

                                          38 votes
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                                            4 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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