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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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1139 results found

  1. billing fax

    In zoho invoice Exports,
    Hi, Would you please add an additional data in exports from Zoho Invoices:
    Client Phone number and Cell Phone from Zoho CRM.

    Why ? Because in order to ship the client , we share his phone number with the shipping company.

    Thanks,

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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  2. Retainer invoice connected to a project - restrict application of payments to that project only

    Zoho allows you to create a retainer invoice connected to a particular project. However, Zoho allows payments collected on such an invoice to be (mistakenly) applied to other projects.

    Zoho should restrict application of a retainer invoice payment to invoices for the project connected with the retainer invoice.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  3. Option to select discount type while creating invoice or estimate

    It would be nice is when you are creating a Estimate or invoice to have the option to select whether to discount at the item level or at the Totals level.

    Because you do have situations when you want to discount one particular item but not the other and its a pain that we have to go to setting and change the template for the one quote and then have to go back and change it back again.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Option to link Estimates/Invoices from Zoho Invoice with a potential in Zoho CRM.

    33 votes
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    3 comments  ·  Integrations  ·  Admin →
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  5. Different prefix lettering for different customers in recurring invoices.

    There is currently no option to set prefix letters for a particular customer in recurring invoices with the number of the invoice changing as they are created as recurring invoices. I have 37 customers who I would like to have a different prefix for.

    1 vote
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  6. Ability to link an existing invoice to a project

    Should provide the feature where an already created Invoice can be linked to a project just like how an expense can be associated to a project.

    15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Club expenses in a folder after completion of a tax year

    Archive expenses into a folder after every tax year.

    0 votes
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    1 comment  ·  Expenses  ·  Admin →
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  8. Automated Reminders: Net EOM30

    Hi, I'd love to be able to send automated reminders based on time elapsed since end of month (EOM) - in other words, if a client hasn't paid after 30 days since the end of the previous month, a reminder gets sent.

    11 votes
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    0 comments  ·  Payments  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello there,

    We are glad to inform you that, now you can send automated reminders based on time elapsed since end of month.

    We have added two new payment terms in our Zoho Invoice Products.
    1. Due end of the month
    2. Due end of next month

    If you have any queries, write back to support[at]zohoinvoice[dot]com and we would be glad to assist you.

    Cheers,
    Reshma.

  9. ADD: Purchase confirmation Form

    Our clients often ask for a confirmation of their order.

    Lay out might be like the invoice form,
    adding extra information:
    1. Expected delivery date (date)
    2. delivery partner (lookup table)

    10 votes
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    2 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    We believe the ‘sales orders’ module in Zoho Books can help you with this requirement. You can convert estimates to sales orders, which can then be converted to invoices.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that our team can understand your business requirements better and quickly assist you on this.

    Regards,
    Reshma

  10. Create a task for Projects in Zoho Invoice based on the associated custom field in Zoho CRM

    What we want to achieve is when we create a task/event in Zoho CRM with new custom fields to match the fields in Zoho invoice, it will create a task in Zoho invoice (timesheet) for the products.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  11. Hi. Let me just say your feedback and suggestions portal, and promptness of reply, is spot on. Can I please suggest in the Timesheet>Proj

    Hi. Let me just say your feedback and suggestions portal, and promptness of reply, is spot on. Can I please suggest for the web version in the Timesheet>Projects list we can organise the list in terms of date, where most recent projects appear at the top. Thanks

    1 vote
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  12. Snail Mail Invoices Tracking

    Allow an option to pay for a registered mailing of the invoices for proof of delivery (or any other form of proof of delivery in the system)

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Categorise contacts

    catergorise National clients and International clients

    22 votes
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    3 comments  ·  Customers  ·  Admin →
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  14. Reminder for real-time counter

    Pop up window for a reminder for real-time counter still running... after a specific time

    3 votes
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  15. Separate actual receivables from taxes (receivables to the tax authorities)

    Would be good on the report for receivables due to have one with total amount due and another one net of taxes. This is because the total amount is not due to the company, only the one net of taxes is.
    Thanks.

    5 votes
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  16. Ability to insert items anywhere in the invoice

    In our business (water well services) we often have more than one visit to a well or windmill. this means I have more than one entry for labor. I like to describe the work done on each visit, listing them separately. I often wish I could insert new data where I want it to be instead of having to only add onto the bottom. I usu. have to open up a new instance of the invoice so I can use it for reference and then edit another instance of it, deleted and rearranging the items as I want them. very…

    1 vote
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  17. Import price list and description of customers

    Import price list and description of customers and link it to imported invoices

    1 vote
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  18. Mark up credit card payments

    Mark up credit card payments by specific amount. (Since Markup in price list changes the rate for every entry and this will confuse customers.)

    1 vote
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  19. Notify or block users from generating an invoice related to an order that has been previously invoiced

    Currently I am able to create an invoice with the exact same order number as an order that has been previously invoiced. I would like to see a notification appear when the same order number is entered on an invoice to avoid creating a duplicate invoice.

    1 vote
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  20. A column for "Sales Person" in the report "Payments Received"?

    It would be fantastic with a column in the report "Payments Received" that also shows who the sales person is (maybe from "show more"?).

    When you export the report to Excel, it will be easy to sort / filter this column.

    Thank you for a great product!

    8 votes
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