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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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1156 results found

  1. Add Item Header to include a Clone Option

    I would love it if you could clone an Item Header - the same way that you are able to clone an item - on the right hand side.

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

  2. Update Zoho CRM Integration: Trigger Points

    Zoho CRM Trigger Points (Invoice)

    Currently only one option: "Create/Void an Invoice when a Deal is won/lost respectively"

    Would like to break that down into two options. In my case, would like to void the invoice, when the Deal is lost, but not create when deal is won.

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

  3. Have the time entry box refresh date on opening...

    I leave this tab open all the time. I will enter timesheet data and it always adds the date that the page was first opened, not the date that I'm entering the hours worked. I assume the JS variable is being populated on page load, however, if you leave the page open, they all get that date.

    For example, I do work for a client Monday the 28th, and I open Zoho and enter the time. Tuesday the 29th when I go to enter time for work done that day, it puts the date as the 28th.

    It should refresh…

    3 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?

  4. Format the email to match the style of the invoices.

    Format the email to match the style of the invoices. Or allow us to edit fonts, colors etc.

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

  5. Add "Activity" tab for projects

    The Activity tab helps keep track of communication, uploaded documents, and the latest updates within a project. Utilize this section for quick questions, updates, and sharing files from your computer or Google Drive.

    Each project has an Activity tab which acts as a real time messaging feed for anyone who is invited into your Project. Direct a message to a particular person using @mentions, where you type the "@" symbol followed by the person’s name. Using an @mention will send the person you mentioned an email with your post.

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

  6. Allow timesheet entry with zero time

    I understand the benefit of requiring a valid time value for timesheet entries, but I've run into several instances where the number zero should be a valid entry (yet it fails validation).

    Perfect example: I took yesterday off and would like an entry documenting the fact that I didn't work, and the reason why. It would be extremely handy in the future when auditing timesheets to know there is missing time.

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

  7. Hi, it could be nice to choose the position of the abbreviation of the currency in relation to the amount (on the right or on the left of th

    Hi, it could be nice to choose the position of the acronym (abbreviation) of the currency in relation to the amount (on the right or on the left).
    Today It works on the invoices but not on the rest of the interface.

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

  8. वीडीओ? Video?

    How to link invoice and payment link, or crest on youtube.....

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

  9. Additional Pages to Estimates

    Please create the ability to add custom pages to an estimate such as a cover page and a scope of work page. Having the ability to dress up your estimate is a major selling point. We would appreciate being able to have the ability to add additional information on the estimate related to the scope of work as well. Keeps things clean and organized.

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

  10. Deduction of tds,Retention amount & Advance deduction in % showing on invoice

    In total section in invoices there should be provision to add some custom button such as deduction of tds from total amount, deduction of retention from basic amount & deduction of advance payment in %

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

  11. To be able to do EFT or something similar to e-transfers in Canada

    To be able to do EFT's or Bank Wires or something similar to e-transfers in Canada

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

  12. A registration link so clients can create their own account

    I would like a way I can send my clients a link so they can create their own account on the client portal to save me from having to create an account for them and then send them a link to it.

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

  13. payment links on estimate

    Allow including Payment gateway links into ESTIMATES.

    our estimates are sent first and tax invoice issued after payment received. the customer should be able to pay the estimate via the payment gateway connected to it. (as done on invoice)

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

  14. Associate 'Potential' to a Company/Account with a different name

    We only sell through 3rd parties (resellers) to whom we send Estimates and Invoices. However, the Potential/Deal (in CRM) is associated with the end customer as we need that information.

    Currently when you assign a Potential in an Estimate it only searches for Potentials/Deals with the same Company/Account Name.

    Would it be possible to either wildcard the search, or map to a specified account to search for a Potential ?

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

  15. Estimates to be pulled into the CRM as a follow up tool

    Once an estimate is inputed this is then pulled into CRM as a hot lead and can be used for following up

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

  16. Show last 4-digits of the credit card number on a paid invoice

    Where is says "Payment Made" as a line item on a paid invoice, have it show the credit card last 4 digits (if paid for by credit card)

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

  17. tag invoices created by staff

    invoices written by staff should have a unique tag, for instance in my case my staff are paid commission so i need to separate which invoices ive created and which my staff has created to easier manage payroll

    1 vote
    0 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?

  18. Add other fields into an scheduled report

    I have created a weekly scheduled Ageing summary report. However, I'd like to show additionnal columns (such as due date, PO #, etc.)

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  19. Telegram and/or Viber

    Telegram and/or Viber reminders would be more effective then email ones

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

  20. Display NET REVENUE on dashboard

    Have the dashboard also display NET REVENUE (Sales-Expenses). Or maybe a way the user can modify the graph and info displayed on the dashboard.

    3 votes
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?
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