Skip to content

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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

89 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Coupon Codes/Tips Field

    It would be nice if my recurring clients could have the option to enter a coupon code or tip amount into their estimates/invoices which could change the total amount due. This feature would be a great way for many service based businesses to offer perks to loyal clients.

    My clients currently fill out an request quote form on my website (not zoo forms because its very limiting) which allows a coupon code but I have to enter it manually into zoho invoice. This also means that my recurring clients have to re-submit the form each time they want to use…

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  6. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Please supports Traditional Chinese characters for PDF font for Payment Receipts.

    Currently, some traditional chinese characters are skipped. They can appear in the apps but when we want to print it or download in pdf, they are not showing. e.g. "邨" This word is very common in address but we can not print it out.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Tony,

    Thank you for posting on our feedback forum.

    The PDF font plays a vital role in rendering the characters on the invoice PDF.
    Can you please try changing the PDF font to “AR PL New Sung” (as it supports Chinese characters) and check if the PDF shows up perfectly?

    To know how to change the PDF font, you can refer this:
    https://www.zoho.com/invoice/kb/templates/pdf-font.html

    You can give this a try and send your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  10. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  13. Add support for schema email markup

    Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.

    Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg

    Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.

    More info here: https://developers.google.com/gmail/markup/

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Page number format "should" be in this format # of # e.g. (1 of 2 - 2 of 2)

    Dears,
    to protect businesses the number of pages should be not as it is already like. 1 - 2 - 3 - 4 ....
    it should be 1 of 2 - 2 of 2
    where the estimate of invoice shows the actual number of pages for the estimates and invoices.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  16. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. link to Zoho Invoices from Zoho Subscriptions top-left apps menu

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

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base