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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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347 results found

  1. Font Colors in Notes and Terms & Conditions.

    It would be nice to change the Font Colors in Notes and Terms & Conditions.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Having the ability to archive an invoice when it no longer needs to be addressed

    Having the ability to archive an invoice when it no longer needs to be addressed, not showing up on the list. In the year 2015 do not want to see invoice from 2014

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. To much space taking up in invoice when mixing Task and Items.

    To much space taking up in invoice when mixing Task and Items.

    When i make an invoice, which includes Items and Task
    The Task rows (top) takes up to many space below the task.
    After the ITEMS has been listed, there seems to be a lot of BLANK white wasted space, which leads to just a small piece of text over flowing to page 2.

    Is it possible to adjust the space between the last item on the row, so that you don't have so many wasted space below

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  4. Automatically calculate shipping charge based on Total Invoice value

    Ability to set up list of standard shipping charges. Shipping charge automatically calculated on Total Invoice value.

    I.e.

    If Invoice value<$100=Shipping charge of $10
    If Invoice value<$500=Shipping charge of $ 5
    If Invoice value>$500=Shipping charge of $0

    1 vote
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  5. Ability to search client payment reference#

    Although clients should put my invoice number in the payment reference field so that I can trace the payment and match it with the correct invoice - they don't. Often they don't send a remittance either. It would be of great help to be able to take their (arbitrary) payment reference on my bank statement and search for it in my invoices in order to check it isn't registered against more than one invoice.

    3 votes
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  6. Need Pleaceholders for: Item Unit Price including TAX and Item Price After Discount

    My customers need to see Item price and Item price including TAX too!
    Please help.

    Also, we need to have Item Rate after discount placeholder

    1 vote
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  7. Files for Download

    Being able to attach any kind of file either from computer or dropbox/cloud for client to be able download after invoice is paid in full.

    6 votes
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  8. Cloning of custom templates

    It would be nice to have the ability to clone custom templates the same way you can clone other templates.

    3 votes
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  9. Entering Time on Invoice

    It would be great if I could add time entries on invoices on a weekly basis. For example, I would be able to enter the date for the first of the week and the date of the end of the week and it would pull in the time for that client. So instead of just adding time up to a certain date, I would be able to add only tasks for specific weeks onto an invoice.

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Automatically Invoice Unbilled Timesheets on a Recurring Basis

    Please add the ability to automate creating invoices from unbilled time every week, two weeks, monthly, etc.

    17 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hello everyone,

    We are so glad to inform that we have provided the option of creating recurring invoices to projects in Zoho Invoice.

    Based on the set frequency, the system would automatically look for unbilled hours of the project and create invoices automatically.

    To make use of this, you can switch to the Timesheet tab, select a particular project and proceed with New transaction > Create Recurring Invoice.

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

    Cheers,
    Reshma.

  11. Overtime,Double-time and Straight-time

    Sometimes I work a 14 hour straight shift. Have a way to check a box for straight thru time. You need a few more choices in the invoice section. But you input (start time / end time) or (choice) amount of hours worked. Popup happens "Do you wish to bill OT and DT" (Yes / No). "Yes" (calculate OT after how many hours (option 8,9,10, 11, 12 . . .)? at option ((Rate)1.5, (choices))? Calculate DT at (you would think * 2 but you never know add choices to better serve)? at option (12,13,14 ...hours))? Then Zoho takes that info…

    11 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. Option to select multiple / all projects for invoicing

    Create an option (Picklist) to select multiple / all projects for invoicing.

    If you are working on several projects each month and you want to invoice all unbilled project times to a client for a certain period you currently have to pick each project one by one.

    7 votes
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  13. Zoho Invoices iOS Attachment Support

    Zoho Invoices's iOS app only supports iCloud integration. I will like to see Zoho Invoices integrate with Dropbox and Google Drive. Also, it will be great if a storage area can be added where some of the common files can be stored which are accessible while sending invoices from both the mobile app and online portal.

    3 votes
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  14. ability to add specific pay dates and amount.

    ability to add specific pay date request and amount, which we can display per the invoice

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. Payment schedule

    Be able to set amounts and dates for multiple payments on an invoice such as $250.00 Due now, $150 Due 11/20, $150 Due 12/20, Etc

    27 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. Option to select discount type while creating invoice or estimate

    It would be nice is when you are creating a Estimate or invoice to have the option to select whether to discount at the item level or at the Totals level.

    Because you do have situations when you want to discount one particular item but not the other and its a pain that we have to go to setting and change the template for the one quote and then have to go back and change it back again.

    9 votes
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  17. Ability to insert items anywhere in the invoice

    In our business (water well services) we often have more than one visit to a well or windmill. this means I have more than one entry for labor. I like to describe the work done on each visit, listing them separately. I often wish I could insert new data where I want it to be instead of having to only add onto the bottom. I usu. have to open up a new instance of the invoice so I can use it for reference and then edit another instance of it, deleted and rearranging the items as I want them. very…

    1 vote
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  18. Notify or block users from generating an invoice related to an order that has been previously invoiced

    Currently I am able to create an invoice with the exact same order number as an order that has been previously invoiced. I would like to see a notification appear when the same order number is entered on an invoice to avoid creating a duplicate invoice.

    1 vote
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  19. Snail Mail Invoices Tracking

    Allow an option to pay for a registered mailing of the invoices for proof of delivery (or any other form of proof of delivery in the system)

    9 votes
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  20. Ability to link an existing invoice to a project

    Should provide the feature where an already created Invoice can be linked to a project just like how an expense can be associated to a project.

    15 votes
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