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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  1. 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.

    97 votes
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    7 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Portal Access to multiple clients from one email address

    I find the protal access really useful for my clients so that they can always know where they stand with my account. However I deal with a marketing agecy who sends all their design work to me while managing the process. I invoice the client directly but the marketing agency is an integral part of the team. I would like to give the "middle man" portal access to all of the clients we work on together but I see this is not currently possible.

    83 votes
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    15 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Automatically enable Client Portal through CRM

    Our company uses Zoho CRM and Zoho Invoice and they're integrated. It doesn't appear that there is an option to "enable client portal" through the CRM side. Therefore we have to create a contact in CRM and then go over to Zoho Invoice software and individually "enable" the clients portal. It would be ideal if we could enable the Client Portal through CRM or automatically "enable client portal" for all contacts in Zoho Invoice.
    Thanks - Jon

    39 votes
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    1 comment  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello everyone,

    Thank you for posting on our feedback forum.

    By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.

    Regards,
    Reshma

  4. Allow portal to be embedded onto external website

    Currently the client portal cannot be embedded onto external websites which means I cannot offer this feature through my website - clients need to access the link which then opens in a new scree/window...would be great if i could embed the portal into my website for smooth customer service

    19 votes
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    0 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Integrate Customer reviews on my website

    Integrate customer reviews on your website, so clients can see all the reviews and the total rating you have. Just like Trustpilot.

    16 votes
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    1 comment  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 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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    1 comment  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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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.

  7. Timesheet - detailed report & progress bar on "Client Portal"

    I'd like to have within the "Client Portal", the possibility to give access our customers to the detailed timesheets (per project) as well as having the "Logged Hours vs Budgeted Hours" progress bar (per project) on the home page

    As an IT service company, we work a lot with prepaid upfront contracts. Customer sign a contract with an amount of work hours, then we have to deliver the job, and send a detailed report to our customers in order they know, in detail, what was done, when, and also the remaining time left on the contract

    8 votes
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    3 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Allow clients to review service even without the client portal access

    I love the idea of using Zoho Invoice to collect feedback from my cusstomers. My business is a business in which we process one transaction with the customer, and we don't have any more business with this customer for several years down the road. Requesting my customers to create a user name/password for client portal doesn't make sense.

    I would like to see the client review functionality to work without enabling the client portal for my customer. This would allow business es like mine with one time customers to request feedback from the customer.

    8 votes
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    0 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Allow Customer to Request Estimate

    The customer should be able to request a quote directly in the portal with a large descriptive section and the ability to upload files. Then - the Estimate request could come to me and I could accept/decline the request with some text of my own. If Accepted - it simply becomes an Estimate and I can take it from there. If declined - the request goes back to the customer requesting more information or with my explanation of why I can't provide an estimate.

    7 votes
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    1 comment  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Show expenses in client portal

    Please allow to show billed expenses in client portal (with expense account))

    6 votes
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    0 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Contact person needs to be separate for invoicing, estimates and client portals

    We deal with large companies and we contacts should not be able to see each other's invoices / estimates, etc. They should only see their own. They all belong to the same company, but they work in different departments.

    You should also be able to address email templates to the contact person and not the organisation.

    5 votes
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    0 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Terms & Conditions

    It would be very helpful, that when a client enters the portal to ACCEPT an estimate, they can also check a box for TERMS and CONDITIONS that shows their acceptance - also - it would be nice to attach a file to that that pops up and show them the specific terms and conditions for acceptance. Exactly like you have on this page for submitting your ideas.

    5 votes
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    1 comment  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  13. opt out paper invoice

    introduce an opt-out paper invoice button

    5 votes
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    Hi,

    We would like to know more about your requirement. It would be great if you could drop an email to support[at]zohoinvoice[dot]com, explaining the flow you would like to achieve in Zoho Invoice.

    Looking forward to your response.

    Regards,
    Reshma.

  14. 4 votes
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  15. 3 votes
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  16. Statement Credit or Outstanding

    It would be great if the customer statement could show an amount owed in red text and if the customer is in credit then black text. At the moment the figure is a minus when the customer is in credit and they believe they still owe monies.

    3 votes
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  17. NOTIFICATION OF ADDING PAYMENT AND BILL ON REGISTERED MOBILE NUMBER

    NOTIFICATION OF THE BILL AND PAYMENT WHICH IS ENTERED BY EMPLOYEE ON THE REGISTERD MOBILE NUMBER...HELPPP

    3 votes
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  18. Customer Messaging in Portal

    I am a psychotherapist and often have to share HIPAA material with clients. I know we did some kind of HIPAA compliance form when I first signed on with Zoho.

    It would be great to be able to message with clients within the portal. They could be emailed a notification of new messages.

    Attachments would be big plus.

    Thanks!

    3 votes
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  19. 1 vote
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    Hi there,

    Thank you for posting on our feedback forum.

    Since Zoho Invoice focuses on the sales cycle of your business, purchase orders is not a part of it. However, you can very well use Zoho Books for this.

    Zoho Books is an accounting tool and a super-set of Zoho Invoice. It can help you manage both the account receivables and payables. Hence, you can easily create purchase orders too.

    To upgrade from Zoho Invoice to Books, you can refer these steps:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  20. Translation of payment page when customer portal is not used.

    In those cases where customer portal is disabled, if a customer clicks on paypal button (the one included in the PDF file) then it redirects to a page in a different language than the one choosen on the customer profile. I think it is in the language of my account. For example, i have a customer from Brazil (portuguese language) and the payment page has all texts in Spanish, which is confusing for non spanish speakers.

    1 vote
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