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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.

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1154 results found

  1. Allow portal to be embedded onto external website

    Currently the client portal cannot be embedded onto external websites which means I cannot offer this feature through my website - clients need to access the link which then opens in a new scree/window...would be great if i could embed the portal into my website for smooth customer service

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

  2. Add PaySera as payment gateway

    Basically it's the only gateway that works in Cyprus besides PayPal. I'm having problems with PayPal.

    4 votes
    0 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  3. Please supports Traditional Chinese characters for PDF font for Payment Receipts.

    Currently, some traditional chinese characters are skipped. They can appear in the apps but when we want to print it or download in pdf, they are not showing. e.g. "邨" This word is very common in address but we can not print it out.

    4 votes
    1 comment  ·  General  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Tony,

    Thank you for posting on our feedback forum.

    The PDF font plays a vital role in rendering the characters on the invoice PDF.
    Can you please try changing the PDF font to “AR PL New Sung” (as it supports Chinese characters) and check if the PDF shows up perfectly?

    To know how to change the PDF font, you can refer this:
    https://www.zoho.com/invoice/kb/templates/pdf-font.html

    You can give this a try and send your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  4. Bulk Invoices/reminders/emails to CC multiple contacts on file

    invoices/payment received/reminder emails that are sent in bulk to include a CC of all contacts on the file OR specified department for each customer.

    I notice it only sends to primary contact - it would be great to include a CC of all contacts on their file. "send to all contacts or select department" etc

    Sometimes an invoice needs to be CC'd multiple departments before it gets through to processing, and if that's the case sending out large volumes of invoices would take forever.

    Would be helpful to those who are sending a large volume of invoices

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

  5. Ability to add comments to contacts in the mobile app

    Ability to add comments to contacts in the mobile app

    4 votes
    0 comments  ·  Mobile apps  ·  Admin →
    How important is this to you?

  6. 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
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    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.

  7. 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
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  8. Add bulk edit option to “Mark as Non-Billable"

    In the timesheet section, it would be nice to have the option to “mark as non-billable” as a bulk edit. The current bulk edit options include:

    • Mark as invoiced
    • Mark as Unbilled
    • Delete

    I would like you to add a button to “Mark as Non-Billable” here: https://www.screencast.com/t/JggsPFfxB Currently, you have to open each time entry and uncheck the box manually, which is time consuming and annoying.

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

  9. Ability to add a Withholding tax % field in invoices

    As a contractor in New Zealand I often have to invoice and add a field for a percentage withholding tax. This amount is deducted from my invoice total. GST is applied to the invoice total including this amount.

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

  10. ITEMS multi-currency, and automatic exchange rates to customer currency

    All items in Zoho Invoice must be currently priced in base currency only, and doesn't allow to involve more than one currency within a single estimate (Euro, an example)

    For all our estimates we use the same customer currency (Euro).

    Is it possible for ITEMS to add another currency (USD?) with automatic update of exchange rates to customer currency (Euro).

    As result we'll be able to use a few items in $ and Euro within a single estimate.

    25 votes
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

  11. Project Milestone or Task completion based Invoicing rather than task time based

    We bill according to Completion on Project task or Milestone, so Timesheet option should rather be Project what should be allowed is invoice project based on milstone or task completion bases and/or billable time spent on the task

    This will help track Project Cashflows

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

  12. Add support for schema email markup

    Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions.

    Example: https://d1avok0lzls2w.cloudfront.net/uploads/blog/5524acaf963838.74007959.jpg

    Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email.

    More info here: https://developers.google.com/gmail/markup/

    6 votes
    1 comment  ·  General  ·  Admin →
    How important is this to you?

  13. Export comments

    Since follow-ups on late payments of invoices is likely to generate updates in form of comments from users for those specific invoices, it would be great to have the possibility to export whole or a part (eg. last or few last ones) of the comments posted on the invoices for reporting purposes.

    2 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  14. Create recurring expense and populate from date range

    When creating a recurring expense, it can only begin from the entry point, the ability to backdate, or add a start date (already there) and have the system populate that for every repeat (ie weekly, monthly etc).

    Come tax time add an expense you may have missed and having it populate for the last 12 months is a basic but useful feature. Adding each one manually would be such a slow and tedious process when it could easily be done in the system.

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

  15. WRITE-OFF

    Had to write off several invoices when client became insolvent but, when I go to reports the invoices show as "paid" instead of "written off" and is confusing my accountant (and me) because I cannot sort or select just the written off invoices to run report for tax purposes. PLEASE make this write-off feature a different category than "paid"

    8 votes
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  16. Résumé des taxes - nom des clients

    Dans le rapport - TVA Transactions, il faudrait rajouter une colonne avec le nom du client

    7 votes
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  17. Convert multiple estimates into a single invoice with each estimate as a line in the invoice

    My clients want to have all of the work I do for them regrouped in a single invoice. I would like to be able to convert several estimates into one invoice.

    69 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  18. Please allow currency selection for all the features, like in custom field of 'payment received' preferences, etc.

    Currently the option to select a currency other than base currency is very limited to few features like projects. The real value of this feature will be when we are allowed to select a currency everywhere throughout Zoho invoice.. I was trying to add a custom column in 'payment received preferences' to note the Paypal fee deducted from my USD payment, but the currency is by default the base currency INR without any option to change it. I experienced similar problem while trying other features also. It doesn't make sense.
    Please allow us to freely change the currency for each…

    5 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  19. Custom Form for Purchase Orders

    Please add a purchase order form so that purchase orders can be created to support an estimate/invoice.

    10 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Ron,

    Creating a purchase order is not possible through Zoho Invoice since it primarily focuses on the sales cycle of your business. However, you can achieve it using Zoho Books.

    Zoho Books is a super-set of Zoho Invoice and an extensive accounting application. It has every single functionality as Zoho Invoice and in addition, you can raise sales and purchase orders and much more.

    You can easily upgrade your Invoice account to Books using the steps mentioned here:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any queries, feel free to drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  20. Retainer invoices and Tax detucted

    Some times i need to apply deducted taxes by the customer but he has a retainer invoice to apply to the balance of the invoice. At this time is not possible to make one transaction similar as the payment deducting taxes but using the amount in the retainer invoice

    5 votes
    0 comments  ·  Retainer Invoices  ·  Admin →
    How important is this to you?
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