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

1139 results found

  1. A language for each user

    When we work in a multinational, each user can select his own language.
    That makes it easy for the users to work with the system, but allows also to the customer to receive an invoice in his own language.

    31 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…)
    Under review  ·  6 comments  ·  Users & Roles  ·  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. Braintree integration with the ability to set up the integration in multi-currencies

    Correctly integrated Braintree so it can bill in multiple currencies rather than the default Braintree merchant currency.

    29 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…)
    2 comments  ·  Payment Gateways  ·  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. Ability to add VAT to Retainer Invoices, as it is mandatory by tax law in EU.

    I would like the ability to add VAT to Retainer Invoices, as it is mandatory by tax law in EU.

    44 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…)
    Planned  ·  7 comments  ·  Invoices  ·  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. Inventory Capability

    Add Inventory Tracking, Reordering, Cost & Wholesale Pricing Inputs.

    23 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  ·  Invoices  ·  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

    Hi there,

    Hope you are doing good!

    Since Zoho Invoice revolves around the sales spectrum of your business, the purchase cycle and thereby managing the inventory is not possible in Zoho Invoice directly.

    However, you can use Zoho Books for this. It’s an accounting tool and a super-set of Zoho Invoice. Zoho Books has everything that Zoho Invoice has; In addition, you can track your inventory and set up reorder notifications when your stock reaches a set value.

    To upgrade your organization from Invoice to Books (so that all your data gets transferred to Zoho Books), please refer this link:

    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions on this, feel free to drop an email to support[at]zohoinvoice[dot]com. We would love to help you out :)

    Cheers,
    Reshma.

  5. Taxes in Dashboard

    I can't see how much taxes I collect during a period...

    38 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…)
    3 comments  ·  Dashboard  ·  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. Reset auto generation of invoice numbers on starting of every year

    Provides an option to reset the prefix and number for invoice on every new year or send a reminder mail to change the invoice number settings.

    11 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…)
    2 comments  ·  Invoices  ·  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. Send Snail Mail Automatically in Recurring Invoice

    Instead of automatically sending Recurring Invoices via email, it would be nice if the invoices could be automatically sent via Snail Mail.

    Toggle
    [ ] Send Via Email; or
    [ ] Send Via Snail Mail

    25 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  ·  Invoices  ·  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. Link everything!

    I have a project.

    Project is based off a paid invoice.
    The paid invoice has an expense.

    When I am creating an invoice I should be able to send to/create a new project. Then I should be able to link an expense to that invoice.

    When I look at my project I want to be able to click the invoice it was generated from with and the expense that I need to pay out.

    12 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  ·  Projects  ·  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. Cloning of custom templates

    It would be nice to have the ability to clone custom templates the same way you can clone other templates.

    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  ·  Invoices  ·  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. Customer level preference to send recurring invoice automatically

    I would like to be able to select which customers are automatically sent new recurring invoices. Currently I think I can set all to DRAFT or all to OPEN. Is it possible to finely tune this feature?

    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…)
    2 comments  ·  Recurring Invoices  ·  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

    Hi there,

    We would like to inform that in Zoho Invoice, you can now set these preferences at recurring invoice level. Meaning, for each recurring invoice profile you create, you can choose whether it needs to be saved as draft/sent/charged and sent.
    (Earlier, it can be set only as a global preference and cannot be altered for individual recurring invoice profiles).

    You can try this out and share your feedback at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  11. Fixed cost per task ?

    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…)
    1 comment  ·  Projects  ·  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. Change the characters (bold, underline, change the color ..) in detail articles.

    Hello,

    is it possible to change the characters (bold, underline, change the color ..) in detail articles.
    I need to create titles in my quote

    Thank you

    10 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  ·  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. Select time option for recurring invoices

    Option to select the time at which the recurring invoices are sent.

    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…)
    1 comment  ·  Invoices  ·  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. Add client's logo in estimates

    I would like to customize my estimates with client ‘s logo and a presentation text

    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  ·  Estimates  ·  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. Create an invoice directly from a timesheet

    Without the need for creating a project

    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  ·  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. Please add "All Time" in dropdown menu for Sales / Income / Expense etc.

    Currently options are "this fiscal year; last fiscal year; last 12 months; last 6 months".

    Since most of our clients are billed over multiple years we would like to see an "All Time" sales total for each of them without having to do a custom report every time.

    6 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

  17. Please add a comment section at the side of the overview page

    It would be very useful to have a comment section in the contact overview that could be instantly accessed by all users for scratchpad and temporary comments (the notes field unfortunately requires a number of click-throughs to get to, but is still useful for more permanent notes).

    An area at the side would be preferable to the top, since comments at the top mean you have to scroll down to see all the contact information.

    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…)
    3 comments  ·  Customers  ·  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. Integration with CurrencyFair

    Option to make payments via CurrencyFair

    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  ·  Payment Gateways  ·  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. Quickly add one user to multiple (or all) projects

    Quickly add one user to multiple (or all) projects - I've added a new user and wish to add him to 50+ projects without having to edit each individual project

    6 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…)
    2 comments  ·  Users & Roles  ·  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

  20. Hide Individual Line Item Costs But Still Show Total Cost

    I would like to see the ability to hide individual line item costs while still showing the total price. I want my customers to see a lump sum price for all items on estimate while having the ability to hide each individual items cost.

    Vote for this idea!!! This needs to be implemented.

    16 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…)
    2 comments  ·  Estimates  ·  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

    Hi there,

    Thank you for posting on our feedback forum.

    In the pre-defined templates of Zoho Invoice, hiding the “Amount” column (which the final amount of a line item) would hide the entire total section too.

    But, we do have a workaround (custom HTML templates) for this. Please reach out to support[at]zohoinvoice[dot]com to know more about this.

    Happy invoicing!

    Regards,
    Reshma.

1 2 … 26 28 30 … 56 57
  • Don't see your idea?

Zoho Invoice

Categories

Feedback and Knowledge Base

(thinking…)