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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  1. Generate Invoice PRIOR to Collecting Recurring Payment

    Generate/Send Invoice 10 days PRIOR TO the due date so that clients do not receive an invoice and a payment receipt in the same 30 seconds.

    This is done for every auto-pay bill I have in my personal life, I receive the invoice days before my card is swiped...

    We are having to manually charge our customers cards to allow them to actually review and process their invoices.

    6 votes
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  2. Add a bi-monthly option for Recurring Invoices

    Currently, the only options are Weekly, Twice a Week, Monthly, etc. There is no option for bi-monthly (e.g, the 15th a last day of the month).

    You can set a Custom Repeat of every 15 days, but that doesn't work for months with 31 days.

    Bi-monthly invoicing is very common, and Recurring Invoices aren't that useful without this option. Thank you.

    3 votes
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  3. Ability to associate all projects (current and future) in recurring invoice

    When creating a recurring invoice for a client, you select associate projects that exist at the moment of creation. When you create a new project for that client there is no option to add it to the recurring invoice. And there isn't an option to select all projects current and future. This would help out a lot, so you don't have add a project to a recurring invoice each time it's created and risk forgetting and not invoicing your client properly.

    1 vote
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  4. Comments for Recurring Invoices

    Ability to add comments to recurring invoice profiles to store details specific to that profile - why the subscription was stopped and so on.

    3 votes
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  5. Bulk update next invoice date

    Currently, the only way to update the next invoice date for recurrent invoices is to export, update the start_invoice date and then re-import (in batches of 1000 - due to file import size restrictions).

    It would be great if it were possible to select any number of recurrent invoices and then use 'bulk update' to change the next invoice date. This would save a huge amount of time and stress in export/importing to perform this function.

    6 votes
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    1 comment  ·  Recurring Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Recurring automatic delivery and automatic charges

    We have an oil business and busy families want automatic deliveries with automatic charges to their card and an automatic statement or monthly statement but not both
    I think I would need notifications to remind me to send the driver out with the oil truck and a reminder to charge and send the statement.

    1 vote
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  7. 1 vote
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    1 comment  ·  Recurring Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  8. auto-charge on due date vs invoice date

    auto-charge recurring invoices on due date vs invoice date. You can put an option in the auto-charge settings to either charge the customer on invoice date or due date date..
    This would allow a recurring invoice to be sent out example the first of the month and paid net 30 for the end of the month. A feature that's simple and more of the right way to implement auto-charge. Waiting for this feature before jumping on ship with Zoho Invoice. Take care

    2 votes
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  9. Make the "Repeat Every" field defaulted or configurable

    Right now the "Repeat Every" field is defaulted to Weekly on recurring invoices. I often overlook it and sometimes create a recurring invoice for a weekly timeframe, when I don't mean to. I would prefer to default this field to either blank (so I have to manually select it) or default it to something that would be more appropriate for what I use (Yearly)

    1 vote
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  10. Set previously issued invoice to a recurring invoice

    Previously issued invoices cannot be "linked" to a recurring invoice profile.

    3 votes
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  11. Option to choose recipients for Recurring invoice notification email

    If the Recurring Invoice preference is set as 'Create invoice as drafts', an email would be sent automatically to the organization admin whenever an invoice is generated from the Recurring Invoice profile. It would be nice to add recipients to this email.

    10 votes
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  12. Organize recurring invoices on mobile app by dates (next recurring invoice)

    Currently on the mobile app the recurring invoices appear randomly, which is a bit difficult to track the upcoming month recurring invoices. Would be good to add a way to sort it by date.

    1 vote
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  13. Unique email for recurring invoices

    a function to send recurring invoice with a unique email content instead of a generic one.

    4 votes
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  14. Setting email template per invoice

    Using invoices in multiple languages means client e-mails need to have different templates or some other reason. It can be set while sending invoices manually, but not possible to set different email template for the recurring invoices that is sent automatically?

    Simple drop down selection next to the invoice template selection would do just fine.

    14 votes
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    Hi there,

    Thank you for posting on our feedback forum.

    Though it’s not possible to pick an email template for each recurring invoice, the below workaround can help you to some extent:

    Zoho Invoice offers you the option to associate PDF/email templates to your contacts so that all the invoices sent to those contacts will follow the associated template. You can refer this doc to know more about it:
    https://www.zoho.com/invoice/help/contacts/contact-actions.html#select-email-notification

    Regards,
    Reshma.

  15. 4 votes
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  16. run script or access URL on reccuring invoice overdue

    run script or access URL on reccuring invoice overdue number of days set.
    Can be used to call API to suspend unpaid service
    and run script/URL on payment to resume service

    1 vote
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  17. 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
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    2 comments  ·  Recurring Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    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

  18. Show number of billing cycles remaining in "Recurring Invoices" list view

    It would be extremely useful to be able to see how many recurring invoices remain per customer; currently we have to open up each recurring invoice to see how many billing cycles are left—tedious and time-consuming.

    It would also be amazing if there was a summary or report available of expected/future revenue from recurring invoices.

    3 votes
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