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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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90 results found

  1. mlm software development

    We are the leading MLM Software development company in Delhi located in Janakpuri, New Delhi. We have been developed & implemented many MLM plans like Binary Plan, Generation Plan, Level Plan, Matrix Plan, Board Plan, Hybrid Plan, Repurchase Plan, Single Leg Plan, Differential Plan. We have been delivered more than 200 MLM Softwares. Our MLM Software manage millions of members in the software.More info: https://www.n2nsystems.co.in/mlmsoftware.html

    3 votes
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  2. provision to issue LPO

    need provision and template to issue LPO(Local purchase order) to suppliers

    3 votes
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    Hi there,

    Thank you for posting on our feedback forum.

    Zoho Invoice doesn’t have the option to create purchase orders but you can do that with Zoho Books.

    Using Zoho Books, you can manage your sales as well as purchase transactions easily. If you already have a Zoho Invoice account, you can easily move it to Zoho Books using the steps here:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    In case you have any questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  3. Commission on Sales/Invoices

    Separate form to enter commissions by line to correspond with an invoice, to pay commission to client/sales person.

    3 votes
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  4. add Interface translation in Russian

    add Interface translation in Russian - but Bulgarian added? =) (although only 10 million speak it, unlike the Russian, where 300 million people speak

    2 votes
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  5. Work Orders

    The ability to generate work orders from the estimate (without all administrative info) would be greatly beneficial.

    2 votes
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  6. Add "project" title info to email headline

    While sending emails: auto-templating and populating

    The (send) email and header of the .pdf is simply an estimate number when auto-populated.

    I would like to see the Project Title associated with the Number

    I.E.

    E-1234 vs (Project Name) "Exterior Painting" - E1234 from ECSW

    2 votes
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  7. Entering time for time tracking, budgeting, estimates or invoices all the same format

    Entering time for for timetracking is done via the "00:00" format. That is great. Entering time for an invoice or estimate, or when budgeting a task is done via the decimal format. This is confusing. I would like to be able to enter always via "00:00", or at least get the chance to choose between them.

    2 votes
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  8. Fonts

    I would like to have the ability to underline or bold or change the colour of the text on an invoice or estimate. I'm not talking about editing a template but actually underline or bold parts of an invoice that are important and should be read as such. Currently the only thing you can do to draw any attention to some important details or put any emphasis on is to CAPS all the text.
    I have sent this request in before and for some reason the developers think I'm talking about editing a template but that's not it. If I'm…

    1 vote
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  9. .DOCX Customisable layout for Sales orders, Delivery Notes, Invoices etc

    instead of HTML option which is not very user friendly, have customisable .DOCX templates for all layouts like the competitor Xero.
    this uses merge fields and can be edited using MS Word for example - very easy to use and can get documents looking exactly like you want them rather than being restricted by the very basic templates in ZohoBooks

    1 vote
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  10. Ship to location order

    In the ship to drop down menu it would be easier to use if locations were in alphabetic order or numeric order. Thanks

    1 vote
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  11. Web form to capture customer information

    Web form to capture customer information

    1 vote
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  12. Font & Format

    There needs to be a format and font feature like a word doc when creating new estimates and invoices. This is in the template feature but it needs to be dynamic and available for each individual invoice or estimate. Example, on my last invoice I wanted to highlight that the clients last invoice was over due but I have no way of highlighting it or bolding, underlining anything. Lame.

    1 vote
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  13. Approbation step

    Hello,

    Do you plan to improve the timesheet functionality by adding a approbation step, holidays, overtime etc like you have in Zoho People?

    Regards,

    André

    1 vote
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  14. What distinguishes HBL Primary School from other educational institutions?

    HBL Primary School ignites a passion for learning through innovative methods and a dedicated faculty. Their curriculum goes beyond the textbook, fostering well-rounded individuals.
    Imagine a vibrant environment with state-of-the-art facilities where students excel academically, socially, and emotionally. Extracurricular activities become springboards for creativity and leadership. At HBL, it's not just about education, it's about shaping future-ready individuals who can thrive in a dynamic world. For more information, visit: https://blog.88tuition.com/how-can-i-help-my-child-with-hbl/.

    1 vote
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  15. link to Zoho Invoices from Zoho Subscriptions top-left apps menu

    link to Zoho Invoices from Zoho Subscriptions top-left apps menu

    1 vote
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  16. 1 vote
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    Hi there,

    Thank you for posting on our feedback forum.

    We have recently rolled out an enhancement that can serve as a good workaround to your requirement.

    You can now print/email the customer statements of up to ‘25’ contacts in bulk.

    To try this out:
    - Navigate to the “Contacts” tab;
    - Select the contacts whose statements you need to print/email;
    - Set a date range (The transactions created within this date range will be included in the statement);
    - Go for the “Send customer statements” or “Print customer statements” option.

    Give it a spin and send your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  17. Allow Boolean (AND/OR) searches, or searches within a subset

    Searching by keywords is a useful way to cross-reference, check accuracy re: invoice and payment dates, etc.

    I can't currently filter customers by a combination of keywords since the search function only returns the exact string I entered.

    It would be great to be able to use AND and OR commands in a search, or to narrow down a search within a subset instead of having to search the entire database with a single search string and then rely on sorting the results to find what I'm looking for.

    1 vote
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  18. Show only phisical items on Packing Slips and Delivery note

    It's SO great Zoho has added one-button Packing Slips and Delivery note feature!
    Adding a simple check button "Show/Not show on Packing Slip" on the item properties, could made this feature way more useful and powerful, by allowing to automatically hide service (or not physical goods) from the Packing List/Delivery note.

    1 vote
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  19. AUTO PARTS BUSINESS CURRENTLY USING OTHER COMPANY SOFTWARE

    I AM USING AUTOFLUENT SOFTWARE IS IT POSIBLE TO UPLOAD ALL MY CUSTOMER INFO TO ZOHO ? IS IT POSIBLE TO CONNECT WITH NEXPART THIS COMPANY IN USA ONE OF THE LARGEST SOFTWARE PROVIDER FOR AUTO PARTS PLEASE CHECK THERE WEBSITE WWW.NEXPART.COM THANK YOU.

    1 vote
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    Hi there,

    Thank you for posting on our feedback forum.

    “Is it possible to upload all my customer data to Zoho?”
    - Absolutely! You can import all your customer data into Zoho Invoice by uploading it in CSV/TSV/XLS formats. You can refer this help doc to know more about it:
    https://www.zoho.com/invoice/help/import-export/#import-data

    “Is it possible to connect my Zoho Invoice organization with Nexpart?”
    - Though there is no direct integration between these services, for invoice creation and other functionalities, you can make use of our REST APIs.
    https://www.zoho.com/invoice/api/v3/

    If you have further questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  20. 1 vote
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