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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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1139 results found

  1. 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
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    0 comments  ·  Invoices  ·  Admin →
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  2. Klarna

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

    3 votes
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    0 comments  ·  Integrations  ·  Admin →
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  3. 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
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    0 comments  ·  Mobile apps  ·  Admin →
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  4. 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
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    0 comments  ·  Mobile apps  ·  Admin →
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  5. 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
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  6. 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
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    0 comments  ·  Invoices  ·  Admin →
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  7. 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
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    0 comments  ·  Client Portal  ·  Admin →
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  8. create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  9. Deposit options on estimates & invoice

    THE RETAINER INVOICE IS NOT AN OPTION FOR THIS

    So please dont reply with that.
    We need the estimates to show a deposit or downpayment option.

    And the adjacent invoice needs to have the same option.
    Sage has this option, why can the ZOHO system not do this?

    9 votes
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    0 comments  ·  Estimates  ·  Admin →
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  10. initiate gocardless payment on Due date

    On invoice 'Due Date', automatically initiate 'charge customer' (I use GoCardless, so via that service would be my preference but) which is currently adding an extra step to all my invoicing. I can'r use recurring billing because the amounts change every invoice (6 per customer, per year)

    3 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  11. Integrate with "Lawpay" credit card processing

    Integrate with "Lawpay" for attorneys using zoho invoice

    7 votes
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  12. Notification in Mobile Application for Pending approvals

    There should be a separate tab/Dashboard for all the pendency (approvals/actionable) from a particular user in Web as well as Mobile application. This will help an individual to quickly scan through all actionable and initiate action rather than going to each module and see what is pending.

    1 vote
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    0 comments  ·  Mobile apps  ·  Admin →
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  13. auto invoicing

    Hi being an Real Estate account i observe there is need of auto invoicing to clients based on COnstruction schedule.
    Suppose if we create a construction scheduele form in the books and whenever we add a entry of schedule completion on the date invoice of all customers will be prepared who linked to the Project.
    Can we do this ,as by doing this we solve a major issue in cunstruction industry of auto invoicing as payment schedule of customers are fixed and every time only the construction schedule would be updated .

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. Eway bill generation integration in zoho invoice.

    We are unable to generate ewaybills using Zoho Invoice. You should integrate ewaybill portal with zoho invoice so that we are able to generate ewaybills simultaneously when generating invoices. This feature would make Zoho Invoicing complete.

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. 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
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    0 comments  ·  Reports  ·  Admin →
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  16. Create Retainer Invoice From Estimate: Mark As Invoiced

    When manually creating a Retainer Invoice from an Estimate it does not change the "status" from Accepted to Invoiced. This is rather inconvenient as even though a Retainer Invoice has been created, it does not show as Invoiced.

    3 votes
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    0 comments  ·  Estimates  ·  Admin →
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  17. Feature to categorise items

    Now all items are listed together. It is very hard to manage. If the items could be categorised (like labels in Gmail) and if it could be selectively displayed (like collapsable rows) it will be better if a firm provides services/goods which could be categorised.

    3 votes
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    0 comments  ·  Items  ·  Admin →
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  18. Commission on Sales/Invoices

    Separate form to enter commissions by line to correspond with an invoice, to pay commission to client/sales person.

    3 votes
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    1 comment  ·  General  ·  Admin →
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  19. Create custom status on estimates / invoices

    Possibility to add custum status on estimates / invoices

    4 votes
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    1 comment  ·  Estimates  ·  Admin →
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  20. Ability to Edit Invoice Emails in the Mobile App

    Right now though you can send invoices by email from the iOS app, you cannot edit the content of the email. I’d like to be able to edit the email content when sending it (just like you can on the website), because with the new Catalyst app I’m using the “mobile” app on my Mac more than the website, and that is the one thing that I’m having to still go to the website to take care of.

    1 vote
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