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

I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

63 results found

  1. Be able to see totals sales for each day of the month from a specific payment method.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  2. Add other fields into an scheduled report

    I have created a weekly scheduled Ageing summary report. However, I'd like to show additionnal columns (such as due date, PO #, etc.)

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  3. Round up percentages in time to get paid report

    The "Time to get paid" report always ends up with tons of really long fractions that are unnecessary. Could you please round the numbers up to the nearest full percentage?

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  4. uk tax year start 6th April rather then 1th April

    UK needs UK tax year start 6th rather then 1st April other wise this report function is not much good unless you go to custom view each time. I requested this before and was told it was being sorted but not been changed as yet

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  5. Custom Timesheet reports & Add filter view to customer portal

    Report
    It would be very helpful to add search/filter fields to the Timesheet report. I need the notes section. I do not need Staff, logged hours, billable hours. I just need task list, dates and notes.

    Viewable
    All Timesheet view I would like to be able to view & hide columns. i do not want hours, billable, user, time, but I need notes. This view would be extreamly helpful in the Client portal as well as view only. The CRM allows for this filtering. It would be great to be able to add this to Invoice as well.

    Custom Field…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  6. Be able to run a report that shows specefic items and totals by a sales person

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  7. Show total Logged Amount and Billable Amount on Project Summary

    I would really like to see totals for all clients/all projects on the Project Summary. It shows totals for Logged Hours but not Logged Amount.

    It would be great to see this on the dashboard as well. I like to keep tabs on how much money I've earned throughout the month until I finally do invoices at the end of the month.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  8. Es posible que desarrollen un cierre de caja

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  9. Report for Sales by State by Customer

    It would be extremely helpful if I could generate a Report of Sales by State using the Shipping address. With all the Sales Tax Changes at the state level I need to know my Sales in each state.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  10. Report of Unbilled Activity Only Per Customer

    I would love to get a report each month per customer of their unbilled activity (time I spent but did not charge for). I do this quite a bit unfortunately and I have to download each report monthly (which includes billed AND unbilled) just to see how much time I spent and what it would have cost them. I then manually add this report and type it into their bill each month so they can see the value in my time.

    It would save me so much time (and others I'm sure have this same problem) to be able to…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  11. Timesheet Details report should allow filter by "Billable" flag

    The Timesheet - Timesheet view allows filter by Status e.g. Status: Billable or Status: Non-Billable etc.

    However, the Timesheet Details report (Customize Report) does not have this filter which is very important when generating timesheets for billable and non-billable hours.

    Due to this missing filter, we're having to implement workarounds like having a Task called "Non-Billable" just for being able to isolate and generate Non-Billable hours reports separately from the Billable Hours (tasks which are implicitly designated as billable). Effectively, making the Billable flag redundant.

    Please fix this asap.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  12. Report Exporting Listed by Date

    Hi Guys, need to be able to export a report listed by date. Sorted by date and Invoice Number. With columns as Date/InvoiceNumber/Client/Amount/Description, other info, etc. This is the report we need exported for the business. I can't find a way to do that at the moment unless I'm just missing it? Thanks Guys!

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  13. Sub Grouping on Aging Reports

    Enable the use of custom created invoice fields on Aging reports (at least in the detail Aging report)

    Under the Customize Report option - to be shown in the report and selected in the group by option

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  14. Report for money taken in should show the sales tax

    When I open the report for the money I have actually taken in, I cannot see the sales tax. I also can't find an option to add those as a column. This makes it very difficult for me to actually use the report. Some of my clients do not have to pay sales tax, others do. So I need to see my "income" without taxes. At the moment, I need to fix my reports by hand before sending them to my tax accountant.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  15. Custom scheduled reports

    Use custom reports and have them scheduled

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  16. Customize timesheet reports

    Customize the timesheet reports with our company logo, address and layout.

    As the report might be sent and view outside the company (e.g. to customers), it might be interesting to authorize the customization as it is possible for invoice and estimation.

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  17. Total sales report including "All Time" option for customization

    Total sales report showing all sales performed (reported by date regardless of item, sales person or customer) along with a previously mentioned request of an "All Time" option for a date / range option would be beneficial.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  18. i want to be able to enter my own fiscal year with my own start/end date

    want to be able to setup my own fiscal dates

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  19. 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)
    Close
    Close
    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)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    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

  20. 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)
    Close
    Close
    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)
    Close
    Close
← Previous 1 3 4
  • Don't see your idea?

Zoho Invoice

Categories

Feedback and Knowledge Base

(thinking…)