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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.

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

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1139 results found

  1. "google pay"

    It will be great if you can add Google Pay for Indian clients.

    3 votes
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    0 comments  ·  Payments  ·  Admin →
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  2. Chrome extension, change color of the icon when Timer is on ?

    In the Zoho Invoice Chrome extension, when the Timer is launched/on, could the icon change of color (for exemple, become red) ?
    For instance, if you look at another app like EverHour, that's what the Chrome extension icon does and it is extremely helpful because you don't have to open the extension to see if the Timer is on, you just have to look at your Chrome window.
    It would be great to have that.
    Thanks

    1 vote
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    0 comments  ·  General  ·  Admin →
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  3. 1 vote
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  4. Auto-scan expense receipts through the mobile app

    Option to upload expense receipts through the Zoho Invoice mobile app and have them automatically scanned.

    14 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  5. Enlarge Payment Options Icon

    We really need to be able to Enlarge the Payment Gateway icon next to "Payment Options" for the payment gateway integrated with Zoho Invoice.

    Currently, the icon is so small that customers are unable to locate it to make online payments.

    3 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  6. Text formatting (like bold, underline, colour etc) in Description field under each item

    Allow text formatting in Description field on Estimates & Invoices. Full rich text formatting should be availabe like font bold, underline or insert tables within description, select text colour etc

    8 votes
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    0 comments  ·  Estimates  ·  Admin →
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  7. Make labels for "Due by the end of this/next month" editable

    In France, payment terms are described either as net or "xx days end of month".
    "Due by the end of next month" do the job but I wish I could change this label for "xx days end of month" which is a mandatory legal information here in France.

    For example: "45 days end of month" means date of invoice + 45 days then last day of month (exactly end of next month in this case)

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  8. Allow clients to pay invoices using their credits in client portal

    Allow clients to pay their invoices with their credit in the client portal. At the moment we have to apply their credit to an invoice manually, it would be easier and quicker if clients could do this themselves.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  9. Create SO (and PO) from Estimate

    After Estimates are accepted by customer we want to convert into SAles order and follow the Sales order process. Ealier we saw Convert to SO option. But now its removed. Convert SO option is required. Automatic conversion to SO if Accepted is also required.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  10. Needed updates on app Invoice and Estimate view

    When looking at the Invoice/ Estimate Please add these features.

    1. Click the address to get driving directions (this is in the customer view please add to the estimate and the Invoice View)
    2. be able to call the customer. (If you are looking at an estimate and want to call that client it is like 40 clicks, it is too difficult to call the customer about one invoice in particular.)
    3 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  11. Show expenses in client portal

    Please allow to show billed expenses in client portal (with expense account))

    6 votes
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  12. Bulk categorisation of uncategorised transactions

    1) I set rules under Manage rules before importing statements.
    2) All the rules were applied and properly categorised by applying the rules when I imported.
    3) After a few months, I notice around 100 transactions were new for which ' Rule 'could not be set up as it was found after a few months of. the transactions were imported. I had linked my Bank for direct import.

    Here is the catch: Presently, I need to select each and every un-categorised transaction to categorise wasting precious manhour.

    It would be appreciable to bulk categorise such un-categorised transaction of the same…

    1 vote
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    0 comments  ·  Dashboard  ·  Admin →
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  13. Detail view in timesheets

    Give us a detailed view for timesheets where we can see the notes

    4 votes
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    0 comments  ·  General  ·  Admin →
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  14. ability to print a service tag label, example xxx123 that ties up to a service.

    ability to print a service tag label, example xxx123 that ties up to a service job.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  15. Customer status should trigger a Workflow

    Actually this should go under Automation category, but since there is no such, I enter it here.
    So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
    Customer status is Active.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  16. packing list

    hello
    i have started using the zoho invoice, in the packing lit option, it generates a single page packing list,
    my concern is we have items in thousands, our invoice is made of like 100s of items, all items can not be packed in same box, so we have to pack to products in multiple boxes,
    at the present i am preparing packing list in excel but i need to get this feature in zoho invoice.
    also there should be an option for net weight, gross weight, dimensions of the boxes

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  17. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. split due dates for example , my payment terms are 50% on due date or on a specific date and the rest are after 70 days

    how can i split the due date?
    if my payment terms are:
    50% on due date
    and 50% after 60 days
    is it possible?

    15 votes
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    1 comment  ·  Payments  ·  Admin →
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  19. barclaycard

    Integration with Barclaycard would be nice as they are one of the biggest providers in the UK.

    3 votes
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  20. Update your help pages!

    You know what would be nice? Not spending an hour of my valuable time trying to figure out how to edit a frikkin' address field in an invoice! Your help sections are out of date or just not correct. I just lost an hour I can't get back! You gonna reimburse for that??

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    Hi there,

    We are sorry to hear that! We totally agree that the self-service guides should be intuitive and up-to-date. We ensure to work toward this asap.

    We sincerely appreciate your taking the time in bringing it to us.

    Regards,
    Reshma

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