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

347 results found

  1. OPTION FOR SHOWING A DEPOSIT AMOUNT ON INVOICES

    I am surprised that you have not made accommodation for deposits which are almost universally a requirement for all clients to pay upon receipt of an invoice. We should be able to manually enter an amount, or assign a percentage of the total, or maybe even assign an amount per item, adding up and then giving a total.

    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  ·  Invoices  ·  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.

    In Zoho Invoice, you can manage deposits using the “Retainer Invoices” section. If you are not able to view this section on the leftmost pane, you can enable it under Settings > Preferences > General.

    You can also refer this help document to know more about this section in Zoho Invoice:
    https://www.zoho.com/invoice/help/retainer-invoice/

    If you have further queries on this, you can send an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  2. I need the flexibility to have an inventory item that does not have a fixed price. This is a bid item

    Blank Price Field that can be entered during quote or invoice building

    5 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  ·  Invoices  ·  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. Delivery Calendar

    It would be nice to be able to have a delivery calendar that integrates with a field in the invoice. That way, we know what invoices/delivery notes are scheduled for what day by looking at a calendar.

    5 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  ·  Invoices  ·  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 Edit to Add Attention Content for individual invoices

    Currently, the Add Attention Content in the invoice template area can only be edited in the Template area. The problem is that for particular customers with different contracts, there may be different contacts who need to be the Attention Contact for different invoices. There needs to be a way to edit the Add Attention Content on a per invoice basis.

    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  ·  Invoices  ·  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. Invoices for projects

    Hi,

    I've an IT consulting company. Sometimes the projects has a number of partials payments(example: invoice at the start of the project, invoice in the middle of the project, invoice when we deliver X funcionality and final invoice at the end of project). We don't have any place to input this partials payment and generate the invoices.

    It's possible to create this funcionallity for a IT services companies?

    5 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  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Allow for change to next invoice date or skip in invoice, or allow recurring invoice to be created early

    For recurring invoices, I can create a manual invoice. This invoice was meant to create the recurring invoice early. The manually created invoice did not, however, increment the Next Invoice Date, which remained unchanged. After speaking with support, I found out that there is no way to change the Next Invoice Date ( I would like to increment it to the next month).

    There needs to be some way to increment the Next Invoice Date for a recurring invoice, either by setting it to skip that month's invoice, or allow the admin to set the Next Invoice Date to the…

    5 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  ·  Invoices  ·  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. Edit Delivery Note Information before printing

    I know that the feature exists for delivery notes, however, it is very limited in that you cannot enter information about the item you are selling. In fact, it is basically just a slightly summarized version of the invoice, which makes little sense. It would be great if for example, when you select 'Print Delivery Note', that you are given an option to edit the information so that things such as serial number information, etc. can be added and remain separate from the invoice. I hope you understand what I'm asking for. Thanks.

    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  ·  Invoices  ·  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. schedule invoice sending

    Scheduling the sending of invoice can be done for recurring invoices but not for one time invoices.
    It would be nice to be able to set a date and time for the sending of invoice for the case where the service is known to be finished on a given date and that you'll be vacant and away from the keyboard (on holidays) for weeks

    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  ·  Invoices  ·  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. 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  ·  Invoices  ·  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 Luke,

    In Zoho Invoice, apart from the pre-defined templates, we have something called “custom HTML templates”. These custom templates give you the freedom to build your own invoice template using HTML.

    If you wish to know more about it, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  10. nota de credito

    LA nota descuento en la nota de credito que uno pueda introducir el valor del descuento y que se afecte el numero de factura pero que en la factura a imprimi de la nota de credtio solo sea visible el valor del descuento y el impuesto ejm. si la factura es de 1000 mas 18 impuesto el total es 1,180.
    cuando se aplique la nota de crédito es igual

    1,180 * 20% (comisión) 236

    236*18% (impuesto) =42.48
    total nota de crédito = 236+42.48 = 278.48

    este son los valores a reflejar en la factura de nota de credito

    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  ·  Invoices  ·  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 would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same. We can also schedule a call if you prefer.

    Looking forward to your response.

    Regards,
    Reshma.
    -——
    [Version en español:

    Gracias por publicar en nuestro foro de comentarios.

    Nos gustaría entender mejor su requisito y por lo tanto, sería genial si usted podría dejar caer un correo electrónico para apoyar [zohoinvoice [punto] com explicando lo mismo. También podemos programar una llamada si lo prefiere.

    Esperamos su respuesta.]

  11. Update recurring invoice item descriptions when I update an item.

    When updating an item description, it would be really nice if all future dated recurring invoices with that item were automatically updated with the new item description.

    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  ·  Invoices  ·  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. Sending credit notes in bulk

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

    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  ·  Invoices  ·  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. Recurring invoices

    Currently when we create a recurring invoice, we are required to create a recurring invoice name, which is a great idea. However, when the actual invoices are created, there is no reference to the recurring invoice name on the actual invoices. Which makes it a bit confusing.

    For example, one of our customers is paying for services for multiple users. I've created a recurring invoice for each user under his account and reference each user in the recurring invoice name. However, when he gets the invoices, he has no idea which invoice is associated with which user because there are…

    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  ·  Invoices  ·  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. Standardize font editing options in templates.

    Invoice Template editor
    Some font sizes are set in the template for the item such as notes This is set in points e.g. 8 pt

    Some are set inline in the text editor such as bank details and this is set in pixels e.g. 10px. This means that you can't get to match your font sizes when adding bank details

    Also the bank details editor doesn't recognize carriage returns which ends up display a long line of text instead of showing the new lines. when viewed in the PDF.

    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  ·  Invoices  ·  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. Ability to create packing list from multiple Invoices

    As a Production Manager with 40-80 Invoices (and deliveries) per week, I need to quickly create a daily packing list from 15-20 invoices so that we can load our delivery van with the correct amount of each product and get out on deliveries quickly and efficiently.

    Today, when we create our packing lists manually, we make mistakes that we don't discover until we're at our customer sites. To correct these mistake we have do a second delivery run which costs us time and money.

    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  ·  Invoices  ·  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. Simple non itemised invoice template for service providers

    For service providers who do not have itemised sales, a template with description and price columns only, but without items, quantity or rate columns would be much tidier.

    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  ·  Invoices  ·  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. Foreign currency convesrion should be include in the invoice

    We need to put exchange conversion rate in INR in all our foreign currency invoices.

    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  ·  Invoices  ·  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. ability to update project invoice with new timers if they have been added

    After an invoice has been created for a project, if a new timer has been added to this project, it would be great if I was able to update my invoice with this new timer entry from my timesheet without having to delete my current invoice just to add this new entry

    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  ·  Invoices  ·  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. Ability to toggle "Notes" and "Terms & Conditions" fields on/off

    As a freelancer, it's very rare that I need "Notes" and "Terms & Conditions" fields – especially those that apply to every single client. I'd like the simple ability to toggle them on and off in all the invoice templates.

    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  ·  Invoices  ·  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. Add a sales code to invoice number

    Be Able to Add a sales code and then allocate that to the whole invoice e.g
    Invoice 200 = Software
    Invoice 201 - Hardware
    Invoice 202 - Consultancy

    and then have sales report by the sales invoice code.

    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  ·  Invoices  ·  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