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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. Tips Payment

    I think it would be nice if Zoho could also record a tips payment from customer.

    Currently when a customer gave us a tip we can't include it into our Payment record. Instead, it will be noted as "unused amount" which we'll then have an option to return this excessive money.

    32 votes
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    4 comments  ·  Payments  ·  Admin →
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  2. Redirect URL to take customers to a custom page on successful completion of a payment

    Once a customer clicks to make a payment and completes a payment successfully, the customer is taken back to the invoice page.

    This is confusing to customers as they don't know what they are supposed to do next.

    This also doesn't allow us to take the customer to a Thank You page.

    Could you please provide a redirect URL option, so customers can be taken to a custom page on successful completion of a payment?

    Thanks.

    2 votes
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  3. Notification before credit card expiry

    It'd be great if a user could send automated reminders before some time,say 2 months before credit card expiry of his customers

    9 votes
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  4. send payment received email to salesperson instead of standard email

    When payment is received for an invoice I would like the "payment received" email to go to the salesperson as opposed to the standard default or primary email.

    1 vote
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  5. Payment Notice Templates

    When recording a Payment and selecting “Send a “thank you” note for this payment.
    I can not choose an Email template or a Payment Receipt template.
    The system sends the default Email and Receipt templates.
    I have created a few Email and Receipt templates, but can not select them when sending a payment notice.
    The Email and Receipt templates were created so that the Emails and Receipts reference the items paid for.

    3 votes
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  6. PayPal Business Payments Pending

    I noticed this was suggested three years ago, but I wanted to bring it back up. Currently there's no indication that a payment is pending if client paid with eCheck, which is confusing for me and the client both. I know there's a way for the Zoho app to "talk to" PayPal's system, because Freshbooks shows payments as pending when they're in process.

    1 vote
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  7. 1 vote
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    1 comment  ·  Payments  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    We would like to know more details on the payment history you are referring to. Can you please drop an email to support[at]zohoinvoice[dot]com explaining the same?

    Regards,
    Reshma.

  8. Percentage based fees

    I run a small architectural practice. our fees are sometimes based as a percentage of the anticipated contract sum. so for example my fee agreement might be 5% of an anticipated build spend of £100,000. My invoiced fee would therefore go up or down according to the contract value. At the moment there is no facility for me to 'rate' this in my project set up. Would be great if i could do this, or at the very least have an 'other' setting i can customise . thank you.

    1 vote
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  9. Accept checks securely as echecks, not ach

    Provide a platform to securely accept e-check payments with typical low e-check pricing and immediate check printing (not ACH services that take 3+ days.)

    1 vote
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  10. Add email address to a "thank you" note

    Would be nice to add additional cc email recipients at the moment of sending a "thank you" note.

    2 votes
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  11. Dispositioning a pending payment via Snail Mail

    A way to show that a payment is in process via specifically, Snail Mail.

    1 vote
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  12. Accept offline Payments: Collect Customer Payment info and add it to Invoice

    I would like to Zoho invoice have ability to process the offline transactions. Just like other invoice program and shopping carts. Zoho creater is just a form it will not transfer the payment date to creator. I would like it to when customer click on online payment it transfer the invoice due amount to form. Please add the functionality to a Zoho invoice
    We already have existing Credit Card Merchant Services Account and ACH account setup with 3rd party. Since we been using them from long time, so we are getting a good rates and we don't like to change…

    1 vote
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  13. Indian Payment gateway Rozarpay

    We need more payment gateway with zoho due to rozarpay is creating monopoly business and offering unusual payment terms which is not as per industry norms. they offer 15 days settlement time to us where as on same business payu and cc avenue are offering T
    =1 day

    1 vote
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  14. Attaching updated invoice with the thank you note

    It would be helpful if the updated invoices attached to the thank you note for the payment

    1 vote
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  15. Need to have the billing card person's name listed on the receipt/invoice

    I need to have the billing card person's name listed on the receipt/invoice. How do I set that up? That way with multiple credit card payments, we know who paid what.

    15 votes
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  16. Customer Data Transfer to CC Payment Form

    Have all the customer data transfer to the CC payment screen. Would save hours of work time in a week! Thanks.

    1 vote
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  17. Using all fields from Invoice in Payment-Thank you template

    When creating a Payment-Thank you template, it would be great to be able to use all the fields from Invoice, including custom fields, as placeholders. This would help us have more personal thank you notes with reference to the content of the Invoice.

    4 votes
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  18. service tax

    In our business some customers submit and pay taxes to the government directly which is different from tax withheld. FOR EXAMPLE:
    AMOUNT IS: Rs. 100000/-
    Service tax @14.5% is 14500/-
    Total Payable is = Rs.114500/-
    Now I will paid in the following manner
    TAX withheld 10% which is Rs.10000/-
    Service Tax will be paid by the customer it self: 14500/- (submitted to government on our behalf)
    Net Amount paid to me will be Rs. 90000/-
    So you already have tax withheld feature.
    I just want multiple tax withheld options and to rename it for accounts purpose as this is service…

    6 votes
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  19. Mobile Money Payment Gateway

    Mobile money Transfer as a payment gateway.
    Integrate for Instant Payment confirmation using pay-bill numbers and transaction codes for mobile money payment systems.

    1 vote
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  20. Check Return

    I got a check from the client i emailed him the receipt but then the bank rejected the check as the name mentioned on the check was wrong. We should have a provision where we can put in a check return activity and print it so that we can claim a new cheque from the client and also an email can be sent to the client stating the reason for the check return.

    This is very important

    1 vote
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