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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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1154 results found

  1. project status

    I'd love to be able to set additional Project status options that I can use to filter my project list. Active and Inactive are a bit too limiting. I'd love to have an invoiced, complete (awaiting invoicing) and that sort of thing so i can see what the next stapes are at a quick glance.

    1 vote
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?
  2. Gutschriften intigtrieren

    bitte integrieren Sie auch die Gutschriften im Portal.

    1 vote
    How important is this to you?

    Hallo,

    Wir möchten klarstellen, dass auf dem Kundenportal in Zoho Invoice auch die Details zu den Kundenguthaben angezeigt werden.

    Wenn Ihre Kunden die Credits im Portal nicht anzeigen können, wenden Sie sich bitte an support[at]zohoinvoice[dot] com

    Grüße,
    Reshma

  3. Timesheet billing should use the hours in the invoice instead of the quantity

    When creating an Invoice from tasks in the timesheet feature, the invoice quantity should reflect the hours instead of numbers quantity.

    Due to roundoff, every tasks loses some amount. Example - if the rate is $30 & the work is done for 20 mins.. then expected total for that line item is $10. But as per the calculations it ends up as $9.9.

    This when happening for every line item eventually becomes a larger difference.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  4. Custom Fields for Tasks

    You can add custom fields to every level EXCEPT the one that matters most.

    Clients want detail about each line item. Line items for billable hours are tasks. I can do custom fields for date ranges at the project level, but if it's an ongoing project I'm editing those constantly.

    If I have a line item that I'm generating out on a weekly basis, I want it to where the custom fields for week start and week end are automatically generating that text for the line item. I can only do that if those fields are at the task level.

    1 vote
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?
  5. time

    The Weekly Log option allows multi entry, but does not appear to support the separate task types. If you enter two different rows of time with two different task types, it will collapse all time down to one row, which of course defeats the purpose.

    1 vote
    0 comments  ·  General  ·  Admin →
    How important is this to you?
  6. Allow adjustment for space between lines

    Allow for adjusting space between lines (also known as leading or line spacing). Or allow a way to add blank lines. The space between my logo and the address below it needs breathing room and I've found no way to add any space. I've even tried adding extra space under my logo in Photoshop and re uploading it but your template just deletes any attempt to add space.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  7. Need to include a spot for Vendor name on expenses, also the ability to include on reports and lists

    no spot to include vendor for any expenses, also need to see the description of comments on reports and lists

    6 votes
    0 comments  ·  Expenses  ·  Admin →
    How important is this to you?

    Hi there,

    In Zoho Invoice, you would not be able to manage vendors. But, you can do that with Zoho Books.

    Zoho Books is an application that can help you with both invoicing and accounting. In Zoho Books, you have the option to link vendors to expenses.

    To migrate your existing Zoho invoice to Zoho Books, you can follow the steps in this link:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any questions, you can get back to us at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  8. Share invoice Link

    Share invoice Link URL is too long. It will be great if it uses a Short URL using the custom domain.

    Kindly work on this.

    3 votes
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?
  9. Italy invoice XML form export. Italian Gevernemente requires this documents from January 2019

    Hello,
    zoho invoice will be prepared by the end of this year to electronic invoicing (xml and sending) according to the new Italian legislation?

    Please give us an answer so that we can organize quickly.

    Thanks to the availability

    PS. Consider that it is mandatory therefore not to update your system will make you lose all Italian customers by the end of the year 2018.

    34 votes
    3 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  10. Capability to create internal projects and costs associated to own company

    I've a small IT consultancy company that's now developing our own project to be sold to others. However, we'd like to be able to log timesheets and costs associated to each project, to our own company, without the need to create a client, no invoicing (we are not invoicing ourselves), so it's possible to track and separate costs by category (development time, etc).

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  11. Send Invoice in different designs

    If you run a holding or share service department you need to send out Invoices with different designs or logos, sometimes even different companies. This would be helpfull.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  12. Increase the number of customers per page on Customer tab

    200 is WAY too few records to display per page. Please increase the number of customers we can see at one time on the customers tab.

    3 votes
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?
  13. Bulk Schedule Email invoices

    I like the ability to do bulk sending of invoices via both email and snail mails, but this function is lacking the ability to schedule this/these action(s). At this time, I can only use this ability individually.
    (kinda seems like an obvious thing to have, if you think about it)

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  14. Option to display a blank space instead of 0.00 for Unit Price and Amount

    This applies to Invoices as well as Estimates: For line items that have a Quantity but no Unit Price (thus, also no line total), I would like the option to display a blank space instead of 0.00.

    I frequently have a line item with a Quantity, Unit Price, and Line Total, where this item represents an assembled product. The following lines are Items and Quantities that are included in the assembled product, but I don't want to show the prices for each of the items included in the assembly. Leaving the prices and line totals blank when the price/total is…

    1 vote
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  15. Disassociate A Salesperson From Subscription

    We have multiple types of subscriptions. The top tier has a 'coach' associated with the subscription which we equate to 'salesperson' to make it easier to track rev share. When a customer downgrades, that coach is no longer associated with ongoing invoices, therefore we are looking to remove that salesperson and leave the field blank. The App does not allow update with a missing salesperson once one has been associated.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  16. I have to attach your PDF to a second invoice. It would be nice if I could set a destination file to eliminate searching.

    Make it possible to assign a destination file for your PDF to eliminate searching my entire computer.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  17. template

    Zoho UK, the standard template and Company setup info does not conform to the Companies Act Requirements, editing the template to include this info produces a bit of a 'kludge'

    1 vote
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    Hi there,

    Thanks for the feedback. We completely agree with you, and if you could share more specifics on the fields you’d like to see in the company setup, we can surely revisit this.

    Feel free to reach out to us at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  18. Billing status in projects panel

    In the projects panel it would be very handy to have the STATUS of the project visible. Under "logged hours" it could show "unbilled" or "partially billed" or "fully billed" or "paid". Getting this info in the Timesheet panel is much slower.

    1 vote
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?
  19. Would like to be able to create a custom view for expenses which have NOT been reimbursed. Right now there is no "is not" operator.

    Would like to be able to create a custom view for expenses which have NOT been reimbursed. Right now there is no "is not" operator. We have non-billable expenses which we would like to reimburse staff for. There is no way to report on non-billable which "is not" reimbursed.

    1 vote
    0 comments  ·  Expenses  ·  Admin →
    How important is this to you?
  20. 1 vote
    0 comments  ·  Preferences  ·  Admin →
    How important is this to you?
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