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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. On our payment confirmation e-mail, we would like to be able to reference a product associated with the invoice.

    On the auto generated payment e-mail, we only can reference an invoice. We would like our client and accounting department to see the product as well.

    2 votes
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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  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. 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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  9. 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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  10. 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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  11. 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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  12. by default disable the option, 'send receipt thank you note' while recording payments.

    By default, disable the option 'send a thank-you note' while recording payments so that you can select it only when you want.

    1 vote
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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