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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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1152 results found

  1. 1 vote
    0 comments  ·  General  ·  Admin →
    How important is this to you?
  2. 1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  3. Generate Invoice PRIOR to Collecting Recurring Payment

    Generate/Send Invoice 10 days PRIOR TO the due date so that clients do not receive an invoice and a payment receipt in the same 30 seconds.

    This is done for every auto-pay bill I have in my personal life, I receive the invoice days before my card is swiped...

    We are having to manually charge our customers cards to allow them to actually review and process their invoices.

    9 votes
    How important is this to you?
  4. Choose send from multiple SMS numbers

    We use Twilio, but have multiple SMS numbers geographically. It would be really helpful to be able to select which number to use for each customer, so that the messages are delivered in the same region as the customer.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?
  5. ecomers

    we need all types payment acceptance on worldwide platform

    3 votes
    0 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?
  6. TOTAL GST AMOUNT IN WORDS

    Kindly add total gst amt in words same as total amount in words.

    2 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  7. DEPOSIT DUE date and final due date on invoices

    have the option to have two due dates on the invoice - due date for deposit ie today
    and due date for remaining balance ie 2 weeks time.
    very hard for my clients to know when to pay

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  8. Automatically add expenses to recurring invoice

    It would be great to be able to automatically add expenses to a recurring invoice for a given client, the same way a recurring invoice will automatically include Project Hours from a selected project.

    3 votes
    0 comments  ·  Expenses  ·  Admin →
    How important is this to you?
  9. Show Totals for Hours on Timesheet Filter Screen

    It would be very helpful in the Timesheet detailed client view, to see the total hours displayed in the current graph showing. When you look at a client view under Timesheets/Project it shows the running totals of Logged, Billable, Billed, Unbilled. The graph has the ability to filter by This Week, This Month, etc. and shows the hours by graph. It would be VERY HELPFUL to see a numerical value of the total hours shown in the graph, so when us freelancers are tracking the total number of hours billed for that client for the week so not to go…

    3 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?
  10. 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
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  11. Second Page of invoice has no Header information or indication of belonging

    When printing a copy of an Invoice which has a second page , I've noticed the second page has no header or reference of any kind, just a page wtih left over info from first page override .

    2 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

    Hi there,

    Thank you so much for posting on our feedback forum.

    We would like to propose a workaround for your requirement: You can disable the organization logo and address in the template settings and add those details in the ‘Header’ section of the template so that it’s displayed on all pages of the invoice PDF.

    If you need any assistance on this, feel free to reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  12. Customer Messaging in Portal

    I am a psychotherapist and often have to share HIPAA material with clients. I know we did some kind of HIPAA compliance form when I first signed on with Zoho.

    It would be great to be able to message with clients within the portal. They could be emailed a notification of new messages.

    Attachments would be big plus.

    Thanks!

    3 votes
    0 comments  ·  Client Portal  ·  Admin →
    How important is this to you?
  13. 1 vote
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?
  14. Allow template-specific customer address formats

    I work with both private individuals and companies and would like to use separate invoice templates for those groups. However, customer address formats currently only work across templates. I'd like to option to associate a customer address format to a template.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  15. Klarna

    Klarna to be a integration, through stripe or on own, within invoices

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?
  16. Add an extra verification on the status change of an estimate.

    Add an extra verification on the status change of an estimate. It is too easy to change the status of an invoice. and too hard to change it back.

    Please add a yes no question after the status change is selected.

    1 vote
    0 comments  ·  Mobile apps  ·  Admin →
    How important is this to you?
  17. While looking at the estimate or invoice in the apple app tap name to to see contact details.

    While looking at the estimate or invoice in the apple app tap name to to see contact details.

    There is no easy way to call the client while you are looking at the invoice or estimate in the mobile app.

    1 vote
    0 comments  ·  Mobile apps  ·  Admin →
    How important is this to you?
  18. add notify Via sms on the "more" button after the estimate is sent.

    add notify Via sms on the "more" button after the estimate is sent. This feature is only available on the website and not in the apple app.

    1 vote
    0 comments  ·  Mobile apps  ·  Admin →
    How important is this to you?
  19. increment my invoice numbers per Customer, rather than globally

    I need to be able to increment my invoice numbers per Customer, rather than globally. Are you planning to implement this? I can't really use the system without this feature.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  20. NOTIFICATION OF ADDING PAYMENT AND BILL ON REGISTERED MOBILE NUMBER

    NOTIFICATION OF THE BILL AND PAYMENT WHICH IS ENTERED BY EMPLOYEE ON THE REGISTERD MOBILE NUMBER...HELPPP

    3 votes
    0 comments  ·  Client Portal  ·  Admin →
    How important is this to you?
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