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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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93 results found

  1. 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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  2. Deferred revenue

    Need for deferred revenue out of Zoho.

    4 votes
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  3. 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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  4. Workflow limit

    In Automation, currently the workflow limit for each module is 10. This can be increased.

    5 votes
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  5. 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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  6. ability to add documents to print off with order or edit title of documents to print off

    To provide our services to customers we need to produce several documents for customer (invoice), production instructions (packing note could be used), fitting (delivery note) and a book keeper note (which could be a copy of the invoice) however, It would be helpful to either add these documents with appropriate titles or be able to edit the title of existing documents. Ultimately all four documents to be automatically produced as a pack rather then printed separately (optional).

    1 vote
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  7. Total Hours to appear in Timesheet view

    Total Hours to appear in Timesheet view. Total is shown of the current view (ie. Changes when "View By" is changed). Would like this to appear on the Iphone and Android apps as well so that users can easily see how much time has been entered for a given day, if multiple jobs have been entered

    31 votes
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  8. 1 vote
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  9. Web form to capture customer information

    Web form to capture customer information

    1 vote
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  10. 1 vote
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  11. Add tags to contacts

    In order to better manage clients from an invoicing point of view, it would be useful to be able to add tags to contacts and then sort them by editable tags.

    4 votes
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  12. 13 votes
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  13. Conditional Logic

    Making fields appear on invoice based on conditional logic

    18 votes
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