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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1139 results found

  1. ONE screen should display ALL records – Invoice, Credit Note, Retainer invoice

    – and allow the user to filter the ones they want to see

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)

    Hi,

    Thank you for posting on our feedback forum.

    The leftbar (the leftmost pane) of the Zoho Invoice interface lists the different modules like Contacts, Items, Invoices, Estimates etc.,, giving you the option to access any module at any time. Moreover, if you would not require a particular module, say ‘Estimates’, you also have the option to hide it under Settings > Preferences > General.

    We also understand that the need to view all the transactions of one particular customer and that’s exactly why we have provided the “Sales” section in the contact details page of each client.

    If you have any further queries, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  2. Greek language support for client portal

    Ability for the client portal to work in Greek

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Billable hours (rather than Logged Hours) vs on Project Snapshot

    The current Project Snapshot shows Logged Hours vs Budgeted Hours. And yet Logged Hours don't impact budget. So where I'm trying to get a handle on how I'm doing against budget, this comparison doesn't help. Hours that are not Billable, for instance, don't affect my performance; so I what I really need to see is how Billable hours are tracking relative to budget.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  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)
  4. Customer Data Transfer to CC Payment Form

    Have all the customer data transfer to the CC payment screen. Would save hours of work time in a week! Thanks.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Make activation of client while creating invoice

    Often I am sending invoices, and sometimes it is an inactive customer... but when I FINISH creating the invoice, it won't send or even save as draft until active, which I just realized AFTER it is done. Would be great not to have to recreate invoice after activating since no way to save it.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)

    Hi Kristen,

    Thank you for posting on our feedback forum.

    We would like to clarify that, once a contact has been marked ’Inactive", it is not possible to create any kind of transaction for that client.

    In the Contacts tab, if you choose that contact, you can only see the “Mark as active” option. Only if it is chosen, you can have further transactions with him/her.

    Also, inactive customers won’t be listed while creating transactions.

    If you need our assistance on this, just write back to support[at]zohoinvoice[dot]com :)

    Cheers,
    Reshma.

  6. Increse Payment Button and Make a Payment Text Size

    On the invoice, obviously the most important thing is for us to get paid. However, you porvide a TINY payment button and payment text, with NO options to change the font size or size of the button.

    This is BAD as customers miss this. The payment option should be large enough to stand out and for customers to see it easily to make their payment. Again - payments are the most important part of invoices!!!!

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  7. FACTURATION A L'AVANCEMENT

    Nous aurions besoin de facturer à l'avancement avec un pourcentage affecté sur chaque poste du devis.

    Dès lors, chaque devis validé doit être facturable en plusieurs fois et chaque nouvelle facture doit pouvoir déduire automatiquement le montant total facturé (cumul des factures passées).

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  8. Return mailing envelope

    I have clients who pay regularly using their own checks. I hope you can provide return mailing envelope for my customers. Thanks

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  9. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Support for Khmer language

    In Cambodia, both English and Khmer are used in invoices.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  11. Add a sales code to invoice number

    Be Able to Add a sales code and then allocate that to the whole invoice e.g
    Invoice 200 = Software
    Invoice 201 - Hardware
    Invoice 202 - Consultancy

    and then have sales report by the sales invoice code.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  12. Expense screen

    On the Expenses screen, there are only 3 options to use > edit, convert to invoice and more. I've been using the MORE button for years to clone an existing daily expense, and change some details to save as a new expense. Why can't the choices under MORE > Make recurring, clone and delete be added to the first screen without having to click MORE, then another option?

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Expenses  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. I found your app when i became my fathers executor it was the only time tracking app that i could find with that capability thanks

    As an executor of a will your time and expenses are taken into consideration in the dispersement of procedes. Zoho invoicing has most of what's needed for the time and effort spent in grouping financing for various people named in a will. It may not be designed for that, but it is the only app I found that works if you bend it a little.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi Gary,

    Thank you so much for your kind words :) Yes, with a little bit of customization, you can use Zoho Invoice for any kind of business.

    If you have any doubts or clarifications, just send an email to support[at]zohoinvoice[dot]com and we would be happy to help !

    Regards,
    Reshma.

  14. To be able to look at the attachments that were emailed including the invoice and other documents from the activity history log

    Currently a user can email an invoice and during the process there is a button to add other documents. Then the user can send this email which includes the invoice and any other documents selected. I would like to be able to from the activity history log that is just above the invoice, to be able to click on a link that will let me look at exactly what what sent. All documents.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  15. Emails to be send with own Mail Servers

    What are the possibilities to have the SO, invoice and PO and other email to be send from from ZB via our own email servers (like Google Apps)?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Minimum payment option

    It would be awesome if you could set a "Minimum amount due" that your client can pay after checking the "Allow customer to make partial payments for this invoice." option.

    This way you could send your client there full invoice at the beginning of a project, with a minimum payment do of %50.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  17. Ability to toggle "Notes" and "Terms & Conditions" fields on/off

    As a freelancer, it's very rare that I need "Notes" and "Terms & Conditions" fields – especially those that apply to every single client. I'd like the simple ability to toggle them on and off in all the invoice templates.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  18. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  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)
  19. Receive notification on Record Payment

    It would be nice to receive a notification not only after an online payment but also when an agent manually record a payment. This notification should be also propagated to slack.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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)
  20. Receive payments using PayPal Integral

    Specially need for France customers

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base