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

63 results found

  1. Profit and loss

    This is a must have report for any business. We need this ASAP. It doesn't have to be that detailed, it just needs to list income by category (sales), total expenses by category and an overall profit or loss calculation. It would also be great to have this included on the dashboard.

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hello everyone,

    Zoho Invoice can help you generate the ‘Payments Received’ and ‘Expense details’ report but it doesn’t have the ability to generate a’ Profit and Loss’ report as such. However, you can easily do this with Zoho Books.

    Zoho Books is a single application that can help you with both invoicing and bookkeeping (and hence comes with P&L report). If you already have a Zoho Invoice organization, migrating to Zoho Books is such a breeze. You can refer this link to know the exact steps:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

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

    Regards,
    Reshma

  2. Profit and loss by each project / customer

    We need Profit and Loss report by each project / customer.
    Not too complicated... Simply, "Sales - Expense by project or Customer" is good enough.

    5 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  ·  Reports  ·  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. Classification of timesheet reports by tasks

    I'd like to group the details in the time sheet report by the name of the tasks, beside of user, date or project. It would help me to bring my clients the info they need about the time spent by project and task.

    11 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  ·  Reports  ·  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. Allow users to flexibly add columns to report "Payments Received" (comment, sales person, days outstanding, etc.)

    As a user I would like the ability to flexibly add columns to a report, for instance "Payments Received." We use the comment field. Others use sales person. We would also like to track days outstanding. This should be available on all reports, not just on Invoices or Payments Received.

    29 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Reports  ·  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. report on draft invoices

    All inclusion of Draft invoices on "Sales by Item" report so I can forecast easier. (perhaps include chkBox to include DraftItems)

    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  ·  Reports  ·  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 Dustin,

    Thank you for posting on our feedback forum.

    Since the draft invoices cannot be accounted as your actual sales, we have not included that in the “Sales by item” report.

    However, you can make use of the “Invoice Details” report for this. Using the “Customize report” option in that report, you can choose whether to show/hide the draft invoices.

    Regards,
    Reshma.

  6. Recurring Invoices Reports

    Currently there is no reporting on revenue coming from recurring invoices. It would be great if I can see a summary of yearly revenue from recurring invoices. Thanks.

    29 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Reports  ·  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. Actual vs Budgeted expense reports

    Option to see how much you have spent versus the budget and the balance.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Reports  ·  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. Please add "All Time" in dropdown menu for Sales / Income / Expense etc.

    Currently options are "this fiscal year; last fiscal year; last 12 months; last 6 months".

    Since most of our clients are billed over multiple years we would like to see an "All Time" sales total for each of them without having to do a custom report every time.

    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  ·  Reports  ·  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. Report for Receivable by iteam

    We have a good features under Reports for sales to identify sales generated by different category items. Such as Sales by Design, Sales by Development etc.

    But the currently there is no option to generate the similar report for Receivable, therefore we are unable to identify Receivable from Design tasks and receivable from development jobs.

    8 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  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Additional fields for Expense Reports

    Option to add our own fields like - Department, group, etc in Expense Reports.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Reports  ·  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. Sales by country report

    Ability to analyze sales by country report with country code table included

    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  ·  Reports  ·  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. Total Cost for Projects in Timesheet report

    Add a column to the task group on the timesheet report for a project so that users can get a total cost of the project.

    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  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Report

    I hope we can add the TIN Number of the Customers and vendors when generating the report in Sales and Purchase so we don't need to create an excel file for the reporting of our Sales and Purchases to our Bookkeeper for TAX Reports

    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  ·  Reports  ·  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. Expenses report by customer grouped by category

    As i use Customers for my internal projects, i would like to see for which project how much i spent per category

    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  ·  Reports  ·  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. a column for item description on sales reports.

    I would like to see a way to add column/fields to "sales by item" reports. It would be nice to see the item name and a description when running reports

    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  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Reports for: Sales -> Items -> incoming vs outgoing inventory

    Currently the sales reporting provides a calculated sum of how many of that item came into AND out of stock. So, sometimes the item sales report reflects negative numbers, even though we may actually sold several in that time frame. It reflects a negative because we had folks exchange/trade in said item for new products, and when we created a credit note for said item it "added" it to our inventory - whether the item was in resellable condition or not.

    It would be nice to see 2 data points for the sales on each item:
    - incoming inventory (returns…

    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  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. trend report

    Create a trend report that shows the invoice amount history per customer over a period of time. That way we can identify spend habits or issues with customers that are invoiced in a regular basis.

    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  ·  Reports  ·  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. 4 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  ·  Reports  ·  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. Schedule multiple timesheet reports

    Currently, Zoho invoice does not allow to schedule more than one timesheet report per type & period range i.e detail/summary for daily/weekly/monthly.
    It would be great to have the ability to schedule a detail report weekly & monhtly.

    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  ·  Reports  ·  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. Payment Received Reports

    We need to know payment received versus due date report

    4 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  ·  Reports  ·  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