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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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99 results found

  1. Comments in weekly time log

    All views for entering time allow comments except the weekly time view. For our business, this is the best view. It would be great to allow comments in this view.

    6 votes
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  2. I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks

    I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks

    3 votes
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  3. drag and drop timesheet entries in the calendar view to change the date they relate to

    make timesheet entries in the calendar view drag-able to update the date they relate to.

    3 votes
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  4. 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.

  5. Sync between multiple companies

    I have 2 companies that sales products to the same clients (but due to regulatory restrictions it is easier to have to separated companies when you come to this than having one that sells the 2 kind of products... go figure !). Is there a way to have a synchronised client list between those 2 companies ?

    6 votes
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  6. 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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  7. Setting of yearly/monthly income goals

    I would love to be able to set my financial income goals for the year/for the month and have it displayed on the income/sales/expenses chart! Please consider, thanks! :)

    1 vote
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  8. 1 vote
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  9. 1 vote
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    Hi Nagaraju,

    We would like to get more information on your requirement so that we can assist you with the best possible solution.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can discuss further.

    Regards,
    Reshma.

  10. Remove restriction on Organization Logo size

    Please consider lifting the restriction on the organization logo size to be 240px x 240px. My organization's logo is text-based so the width is far greater than the height (380px x 70px). This change would also permit the logo to be a more appropriate size/ratio in all the email templates as it currently looks almost illegible. Thank you. :-)

    9 votes
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  11. Easy upgrade from mobile to standard subscription

    Am completely baffled why this is such a hard process. Am trying to do this currently however I have phoned and am still awaiting the email with directions. Have sent another email, and now the phones are not being answered. Very frustrating.

    1 vote
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    Hi Nathan,

    Our team is working to bring out seamless plan change options and once that is done, you’ll be able to upgrade smoothly.

    Regarding the problem you faced, we hope our support team reached out to us and assisted you on this :)

    We are just a click away!

    Regards,
    Reshma.

  12. 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.

  13. I want an invoice that has been paid, to turn into a Receipt

    You know how you can turn an estimate into an invoice. Maybe you can make a module for Receipts, which converts an invoice into a Receipt.

    In the Recurring Invoices you can set it up so it will Create, Charge and Send Invoice, when in fact it should Create, Charge and Send Receipt. The definition on Receipt is: An acknowledgment (usually tangible) that payment has been made. So maybe you have the following modules / pages in the left menu: Estimates, Invoices, Receipts and so on.

    The difference between a Receipt and a Payments Received is that the Payments Received…

    3 votes
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  14. when entering timesheets using weekly log option, it should be good to have access to the previous and next weeks

    when entering timesheets using weekly log option, it should be good to have access to the previous and next weeks using shortcuts

    1 vote
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  15. Emails to be send with own Mail Servers

    What are the possibilities to have the SO, invoice and PO and other email to be send from from ZB via our own email servers (like Google Apps)?

    1 vote
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    2 comments  ·  General  ·  Admin →
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  16. 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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  17. Return Merchandise Authorization (RMA)

    Zoho Invoice should have an RMA in the templates section, alongside Estimates and Invoice.

    8 votes
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  18. IMPUESTO RETENCION PERSONAS FISICAS

    SERIA NECESARIO AÑADIR EL IMPUESTO RETENCIONES DE LAS PERSONAS FISICAS, QUE EN ESPAÑA VARIA DESDE 7 % AL 21%,
    TAL COMO SE APLICA EN EL PROGRAMA EL IVA GENERAL E IVA REDUCIDO.
    EN EL CASO DE QUE ESTE CREADO, AGRADECERIA QUE ME INFORMARAN.
    MUCHAS GRACIAS

    1 vote
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  19. Option of multiple addresses

    We have multiple offices under one company and finance team. An option to have multiple company address so as to quote and invoice from the relevant office would be great.

    7 votes
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    1 comment  ·  General  ·  Admin →
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  20. Job Management

    Job Management.
    The ability to manage your daily jobs, book them in and assign to your customers. Then convert them to invoices when complete. Or add expenses to each job to manage equipment, materials etc.

    11 votes
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