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Zoho Invoice

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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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69 results found

  1. 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
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  2. Allow option to associate projects to customers rather than timesheet

    Allow Projects to be associated under customers to collect information about projects that are not related to time sheets data. For the type of projects we work on a customer can have one or more projects that may start at different times. We need to track the general information about the project, including the description, name, start dates end dates, milestones, deliverable and deliverable dates, and dates when payments are scheduled. Would also be nice if these payment dates could be linked to the recurring invoicing which are scheduled as recurring payments at those specified dates rather than monthly or…

    1 vote
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  3. Put new task on top when logging time

    99% of the time, I'm posting a new task when I log my time. I'd like the new task pulldown to display before any existing tasks. Right now, new task is at the bottom of the list.

    1 vote
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  4. DCAA Compliance

    Need timesheets to be DCAA compliant for use on US government projects.

    1 vote
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  5. project status

    I'd love to be able to set additional Project status options that I can use to filter my project list. Active and Inactive are a bit too limiting. I'd love to have an invoiced, complete (awaiting invoicing) and that sort of thing so i can see what the next stapes are at a quick glance.

    1 vote
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  6. Custom Fields for Tasks

    You can add custom fields to every level EXCEPT the one that matters most.

    Clients want detail about each line item. Line items for billable hours are tasks. I can do custom fields for date ranges at the project level, but if it's an ongoing project I'm editing those constantly.

    If I have a line item that I'm generating out on a weekly basis, I want it to where the custom fields for week start and week end are automatically generating that text for the line item. I can only do that if those fields are at the task level.

    1 vote
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  7. Billing status in projects panel

    In the projects panel it would be very handy to have the STATUS of the project visible. Under "logged hours" it could show "unbilled" or "partially billed" or "fully billed" or "paid". Getting this info in the Timesheet panel is much slower.

    1 vote
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  8. cards view by date

    In the time sheet view you can view all project hours by table, or by card view. In card view, it shows lifetime project hours, but no ability to determine how many hours were logged this month / week / day.

    3 votes
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  9. Projects PAID/ UNPAID Column

    Would be helpful to see at a glance if a project is PAID/ PARTIALLY PAID/ OR UNPAID so I can mark paid projects as inactive more easily. Instead I have to go to projects, sales and check it there.

    1 vote
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  10. Overview of the total unbilled amount per project

    Please give us an overview of the unbilled amount (= all unbilled hours + expenses) per project.
    I can find all unbilled hours (without the expenses) per project on the report section – projects summery. But it is in the very last column, so you have to scroll horizontaly to see it.
    I think other freelancers have the same need to a quick overview of the total unbilled amount per project on the dashboard or onthe projects overview page.
    I found the question here dated 2015!

    9 votes
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  11. allow for entering administrative time

    this feature is helpful for seeing how much time is spent working on administrative items that are not related to a project or billable.

    1 vote
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  12. Multiple billing methods for tasks within a project

    For the A/E industry, our contracts are written by tasks. Task 1 may be a $500 lump sum fee and task 2 may be $5,000. We also typically have Tasks that are hourly. This is a simple modification to your program to allow for one project set up with fees (hourly or set) based upon task not project. I have to set up multiple projects for all my tasks. This makes billings / invoicing so much simpler and setting up projects simpler. Saves time, which saves money.

    6 votes
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  13. Allow quick switch between timesheets

    Is it possible to have a way to switch quickly between the timesheets of different clients/projects as I work on a number of projects throughout the day and have to switch between them very frequently.

    1 vote
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  14. multiple timers

    It would be nice to be able to run multiple timers when tracking project tasks. I frequently multitask several things at once, and would like to be able to keep a running timer for each task, both for the sake of billing the client, and for tracking time/cost ratio's.

    1 vote
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  15. Add custom fields support for timesheet entries

    Allow adding custom fields to the timesheet, such as having the option to add private or internal-only notes along side individual entries, in addition to the default description field.

    12 votes
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    2 comments  ·  Projects  ·  Admin →
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  16. Client approval of timesheet hours directly from email

    The addition of Client Approvals is very exciting, however, several of my clients are so busy that they don't want to log in to their client portal to approve hours (maybe they have forgotten password, or it's just more "clicks" than they care to go through). Is there any way they could click on an "approve hours" button directly from the email that they receive from Zoho?

    4 votes
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  17. Fee cap & timesheets

    It would be great if the option "billed by prject hours" could be combined with a "fee cap" option, which is very often used with law firms. This would allow to show all time entries on the invoice (which could accumulate to let's say 20k US Dollars (and therefore showing the client how much work has been done), while still only invoicing the fee cap of let's say 10k US Dollars. Alternatively, it could be realized by allowing to show "time entries" on the invoice for "fixed fee" projects.

    1 vote
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  18. Greater Zoho Projects and Zoho Invoice Integration

    It would be very helpful if Zoho Projects could be more seamlessly integrated with Invoice. To me this translates to full integration:
    - all projects in Projects are visible in Zoho Invoice
    - any changes made to budgets, hours worked, etc. show up in both programs in real time.
    - Time clock in Invoice also available in Projects - when recording hours in Projects, they become visible in Invoice.

    4 votes
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  19. Entering budgeted task times in finer increments than hours. Want possibility to enter minutes

    When I create budgeted hours (when creating tasks in a project), I would like to be able to enter hours AND MINUTES. I can only input in hours. Often I have smaller tasks that can be completed for example in 25 minutes. Then I would have to enter 1. Or, for example, "01:15" is not possible, I would have to enter "2".

    1 vote
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  20. Be able to enter budget time for a task that is less than one hour

    When I want to set budget time for tasks (when creating a project), the minimun amount of time is one hour. I often have tasks that are less that one hour. For example 20 minutes. I would like to be able to enter time less than one hour.

    1 vote
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