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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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46 results found

  1. When you can use BNPL

    BNPL aka Buy Now Pay Later service is used by tons of people and it is happening globally. The reason behind this feature in payment technology shows how contactless payments transformation has evolved globally and attracted a large number of people possibly within a few seconds. BNPL technology has many more features to benefit more people. You can find more such kind of information here: https://opustechglobal.com/

    1 vote
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  2. different payment modes to be allowed for one invoice

    1. For one invoice if two payment modes are used by the customer, how do we handle.

    2. Is it possible to provide in the invoice itself, partial payment through different payment modes?

    1 vote
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  3. Payment Mode Display

    Is there a way to display Payment Mode(Cash/Card/Cheque) on the Invoice PDF print in Retail Template(Standard/Premium)?

    1 vote
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  4. Auto apply advance payment to customer invoice

    We are in business where we take advance payment from customer and then generate invoice basic consumption of the services at end of the month. Is it possible to auto settle invoice against any existing open payment of the customer automatically during invoice creation? This will save lot of time as otherwise one has to do it manually for hundred of customers one by one each month.

    1 vote
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  5. be able to disable the automatic pay in full of invoices

    when entering a payment, the full amount is automatically allocated to invoices, but not necessarily the ones that are actually being paid. It would be nice to be able to turn this feature off rather than having to delete the allocated amounts, then enter them again manually

    1 vote
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  6. "google pay"

    It will be great if you can add Google Pay for Indian clients.

    3 votes
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  7. Allow clients to pay invoices using their credits in client portal

    Allow clients to pay their invoices with their credit in the client portal. At the moment we have to apply their credit to an invoice manually, it would be easier and quicker if clients could do this themselves.

    1 vote
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  8. split due dates for example , my payment terms are 50% on due date or on a specific date and the rest are after 70 days

    how can i split the due date?
    if my payment terms are:
    50% on due date
    and 50% after 60 days
    is it possible?

    15 votes
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  9. 8 votes
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  10. Add currency options for Estimates and Invoices

    A lot of businesses offers Estimates under a certain currency while clients prefer to pay using a different currency. It messes up our accounting records because I have to go all the way from deleting the accepted estimate and sent invoice to the client before I could change one invoice and enter payment using the correct currency used. What if they decide to move to a different country next year and they opt to use a different currency? It means I cannot issue a new estimate/invoice under a new one, wherein as your team suggested to make a multiple contact,…

    1 vote
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  11. Record Advance payment with tax deduction

    we are unable to record advance payments with tax deduction before invoice

    kindly add this feature as its is difficult for us to manage advance payments

    1 vote
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  12. Change Base Currency - Without Having to remove existing invoices in that currency

    Change Base Currency - Without Having to remove existing invoices in that currency

    6 votes
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  13. Paid invoices checked

    Please,please make it possible to mark invoices as paid easy.My customers pay with checks and It's really terrible to mark each invoice as paid.Imagine if you have 100 e-mails inbox and you have to mark them as read one by one!It's the same thing here.I'm clicking half an hour to do that!

    2 votes
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  14. pls make sure to see refund status &partially refund on invoice list

    pls make sure to see refund status &partially refund on invoice list

    4 votes
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  15. Preview for "Payment - Thank you" email

    Just like how invoice email is shown as a preview before sending out, it would be helpful if the payment thank you notes are shown.

    2 votes
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  16. Please allow currency selection for all the features, like in custom field of 'payment received' preferences, etc.

    Currently the option to select a currency other than base currency is very limited to few features like projects. The real value of this feature will be when we are allowed to select a currency everywhere throughout Zoho invoice.. I was trying to add a custom column in 'payment received preferences' to note the Paypal fee deducted from my USD payment, but the currency is by default the base currency INR without any option to change it. I experienced similar problem while trying other features also. It doesn't make sense.
    Please allow us to freely change the currency for each…

    5 votes
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  17. Custom Form for Purchase Orders

    Please add a purchase order form so that purchase orders can be created to support an estimate/invoice.

    10 votes
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    Hi Ron,

    Creating a purchase order is not possible through Zoho Invoice since it primarily focuses on the sales cycle of your business. However, you can achieve it using Zoho Books.

    Zoho Books is a super-set of Zoho Invoice and an extensive accounting application. It has every single functionality as Zoho Invoice and in addition, you can raise sales and purchase orders and much more.

    You can easily upgrade your Invoice account to Books using the steps mentioned here:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any queries, feel free to drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  18. PayUMoney / PayU Payment Gateway

    PayUMoney provides free gateway to merchants. Please integrate or provide hooks for generic gateway

    46 votes
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    2 comments  ·  Payments  ·  Admin →
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    Hello everyone,

    While there is no direct integration between Zoho Invoice and PayUMoney yet, you can make use of the Razorpay integration, which supports payments through PayUMoney wallets.

    Yes ! Razorpay is an Indian payment gateway that supports payments through all the major debit and credit cards, UPI Payments, 50+ netbanking banks and popular wallets like PayUMoney.

    You can setup the integration using the steps mentioned here :

    https://www.zoho.com/in/invoice/help/integrations/online-payments.html#razorpay

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

    Cheers,
    Reshma.

  19. 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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    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.

  20. 253 votes
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    21 comments  ·  Payments  ·  Admin →
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