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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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347 results found

  1. Add a European invoice template for windowed envelopes

    In Europe, it's quite common to send out invoices in an envelope that has a transparent window in it, so that addresses printed on the top right-hand side of the invoice shows through. That way, we don't need to print an address on the envelope or provide a sticker. Unfortunately, none of the provided templates match this workflow. Even if we choose the 'European style' template, the client address occurs too low from the header. I've tried to remove the company logo, set margins to 0, but still, the client address occurs too low to fit in the transparent window.

    35 votes
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    7 comments  ·  Invoices  ·  Admin →
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  2. Allow attachments to a recurring invoice

    My invoice conditions are too long to fit in the 'Conditions' field for a recurring invoice, so I always send them as an attachments. Because I con't set a 'default attachment' for a recurring invoice, I have to block automatic sending and attach it manually. A 'default attachment' would allow me to send recurring invoices automatically.

    Thank you.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. Recurring retainer invoices

    I would like to be able to automatically bill customers weekly or monthly for a retainer fee, and then deduct items they purchase from the money they have paid in advance.

    9 votes
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  4. Automatic commission calculation on invoices based on individual products %

    Total commission calculation on each invoice should be automatic based on a predefined commission % of each product (since products could have different margins).

    In another instance, commissions could be different based on salesman or quota.

    10 votes
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  5. Inventory Capability

    Add Inventory Tracking, Reordering, Cost & Wholesale Pricing Inputs.

    23 votes
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    Hi there,

    Hope you are doing good!

    Since Zoho Invoice revolves around the sales spectrum of your business, the purchase cycle and thereby managing the inventory is not possible in Zoho Invoice directly.

    However, you can use Zoho Books for this. It’s an accounting tool and a super-set of Zoho Invoice. Zoho Books has everything that Zoho Invoice has; In addition, you can track your inventory and set up reorder notifications when your stock reaches a set value.

    To upgrade your organization from Invoice to Books (so that all your data gets transferred to Zoho Books), please refer this link:

    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions on this, feel free to drop an email to support[at]zohoinvoice[dot]com. We would love to help you out :)

    Cheers,
    Reshma.

  6. Add a subtotal line at bottom of invoice for labor. Currently subtotal combines labor and items but I need to show labor separately.

    Add a subtotal line at bottom of invoice for labor. Current subtotal combines labor and items but I need to show labor separately.

    30 votes
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    3 comments  ·  Invoices  ·  Admin →
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  7. Merge invoice

    Hi Zoho Invoice is great invoicing app, but if you could add the feature where we can merge multiple invoices together for the same customer, it would be awesome. For customer who have multiple invoices open with us it is aggravating to keep on receiving different invoices and they have complained multiple times, we have tried sending them a statement but they are not happy with that since it shows totals but no explanation of the invoices.

    411 votes
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    36 comments  ·  Invoices  ·  Admin →
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  8. credit card surcharge

    Add feature so you can automatically add a credit card surcharge if that payment option is followed.

    623 votes
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    58 comments  ·  Invoices  ·  Admin →
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  9. Send Snail Mail Automatically in Recurring Invoice

    Instead of automatically sending Recurring Invoices via email, it would be nice if the invoices could be automatically sent via Snail Mail.

    Toggle
    [ ] Send Via Email; or
    [ ] Send Via Snail Mail

    25 votes
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    5 comments  ·  Invoices  ·  Admin →
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  10. EU B2B reverse charge tax

    For EU B2B invoices there need an option, to have no tax included and also have the reverse charge tax included in different languages

    13 votes
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  11. Email Statements

    I would like to be able to snail mail statements, like you can for invoices.

    1 vote
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  12. Auto fill time zone for Zoho invoice configuration settings

    When I saw the size of the time zones list I was about to quit.
    To improve conversion and tries, I think you should :
    1) Add a javascript filter to filter the list of time zone.
    2) Automaticaly select the most apropriate using either language, IP geolocalisation etc... If it's not perfectly accurate, it won't be far.

    Just seeing this awfull list made me wonder about the quality of the rest of your app.

    I know it's just a one time setup, but it's about getting users, try a A/B compare on it.

    1 vote
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  13. I would like to have authentication token also for the client portal

    I would like to have authentication token also for the client portal

    1 vote
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  14. multiple overdue invoices statement

    If there are multiple overdue invoices for a single customer, instead of sending multiple reminders for theses invoices it would be better if an automatic statement is sent which lists all the unpaid invoices, their statuses and the respective due dates.

    128 votes
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    4 comments  ·  Invoices  ·  Admin →
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    Hello everyone,

    As a first step towards meeting this requirement, we’ve provided the option to attach the list of unpaid invoices and send it to your customers. It will be available while choosing to email the customer statement.

    You can take a look at this help document to know the steps:
    https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
    (Refer “Send list of unpaid Invoices”)

    Earlier, the customer statement cannot be customized to filter a specific set of invoices and we believe this enhancement of sending the list of unpaid invoices alone would serve as a workaround :)

    We’ll keep you posted on any further progress on this.

    Cheers,
    Reshma.

  15. more invoice auto numbering options must be implemented for same organization

    we have 2 diferent kind of clients and services and they are marked with different simbol at invoice numbering (1-1-001 is one and 1-2-001 is secound). We would like thoose invoices to be separated for easier accunting laters ...

    125 votes
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    6 comments  ·  Invoices  ·  Admin →
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  16. Create Template for Invoice mode strip receipt

    Create Template for Invoice mode strip receipt

    Its is very important to have the option of have a receipt the same model you receive in a normal store.

    10 votes
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  17. Be able to make part payments without setting up for paypal

    Be able to choose allow make partial payments without having to use Paypal or the ability to hide paypal from a payment option to save on paying fees instead of Direct Bank Transfers especially for services that require a deposit

    3 votes
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  18. Make invoice items available as placeholders for email notifications

    Currently, the invoice items are not available as placeholders for use in email notifications.

    This would be great, since the only context our customers receive currently is contained in the pdf they receive. It would be great if we could include this in the email and even subject.

    10 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. Generate JSON attachment to invoice e-mail

    When generating an invoice e-mail, allow for an attachment of a JSON data set for an invoice.

    Example JSON:

    {
    "from": { "name": "John Fitzpatrick", "address": "1101 N. Calvert St.", "city": "Baltimore, MD 21202", "country": "U.S.A" },
    "invoice number": "INV-000023",
    "balance due": 4173,
    "bill to": { "company name": "Precision Solutions", "address": "16504 Levade Drive", "city": "Leesburg, VA 20176", "country": "U.S.A." },
    "invoice date": "16 Apr 2015",
    "terms": "Net 15",
    "due date": "01 May 2015".
    "items": [
    { "Task": "QBase / OMB 2013-2014 / 53.50H",
    "Description": "Professional services for programming and testing.",
    "Hours": 78,
    "Rate": 53.5,
    "Amount": 4173,
    }
    ]
    "subtotal":…

    1 vote
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  20. Sending credit notes in bulk

    I need to send over 150 credit notes. Can this be done in Bulk?

    4 votes
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