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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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1137 results found

  1. DEPOSIT DUE date and final due date on invoices

    have the option to have two due dates on the invoice - due date for deposit ie today
    and due date for remaining balance ie 2 weeks time.
    very hard for my clients to know when to pay

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Automatically add expenses to recurring invoice

    It would be great to be able to automatically add expenses to a recurring invoice for a given client, the same way a recurring invoice will automatically include Project Hours from a selected project.

    3 votes
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    0 comments  ·  Expenses  ·  Admin →
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  3. Show Totals for Hours on Timesheet Filter Screen

    It would be very helpful in the Timesheet detailed client view, to see the total hours displayed in the current graph showing. When you look at a client view under Timesheets/Project it shows the running totals of Logged, Billable, Billed, Unbilled. The graph has the ability to filter by This Week, This Month, etc. and shows the hours by graph. It would be VERY HELPFUL to see a numerical value of the total hours shown in the graph, so when us freelancers are tracking the total number of hours billed for that client for the week so not to go…

    3 votes
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  4. Show total Logged Amount and Billable Amount on Project Summary

    I would really like to see totals for all clients/all projects on the Project Summary. It shows totals for Logged Hours but not Logged Amount.

    It would be great to see this on the dashboard as well. I like to keep tabs on how much money I've earned throughout the month until I finally do invoices at the end of the month.

    3 votes
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  5. Customer Messaging in Portal

    I am a psychotherapist and often have to share HIPAA material with clients. I know we did some kind of HIPAA compliance form when I first signed on with Zoho.

    It would be great to be able to message with clients within the portal. They could be emailed a notification of new messages.

    Attachments would be big plus.

    Thanks!

    3 votes
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  6. Show expenses in client portal

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

    6 votes
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  7. Detail view in timesheets

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

    4 votes
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  8. 1 vote
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  9. 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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  10. Allow template-specific customer address formats

    I work with both private individuals and companies and would like to use separate invoice templates for those groups. However, customer address formats currently only work across templates. I'd like to option to associate a customer address format to a template.

    3 votes
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  11. Klarna

    Klarna to be a integration, through stripe or on own, within invoices

    3 votes
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  12. I need a purchase receptions section and Inventory for purchase orders

    Wen you produce some custom things its so difficult to create an item for every single custom product you sell, especially when you produce clothes with a lot of variants, thats why I need to follow the items that I buy with this section and fallow it in a Purchase Inventory .
    That could make the difference between other softwares.

    3 votes
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    1 comment  ·  Preferences  ·  Admin →
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  13. Add phone and mobile number to available options in email templates

    Add phone and mobile number to available options in email templates.

    Please add customer mobile phone number and phone number as available options in the "insert placeholder" for email templates.

    3 votes
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  14. Add an extra verification on the status change of an estimate.

    Add an extra verification on the status change of an estimate. It is too easy to change the status of an invoice. and too hard to change it back.

    Please add a yes no question after the status change is selected.

    1 vote
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    0 comments  ·  Mobile apps  ·  Admin →
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  15. While looking at the estimate or invoice in the apple app tap name to to see contact details.

    While looking at the estimate or invoice in the apple app tap name to to see contact details.

    There is no easy way to call the client while you are looking at the invoice or estimate in the mobile app.

    1 vote
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  16. add notify Via sms on the "more" button after the estimate is sent.

    add notify Via sms on the "more" button after the estimate is sent. This feature is only available on the website and not in the apple app.

    1 vote
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  17. increment my invoice numbers per Customer, rather than globally

    I need to be able to increment my invoice numbers per Customer, rather than globally. Are you planning to implement this? I can't really use the system without this feature.

    1 vote
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  18. NOTIFICATION OF ADDING PAYMENT AND BILL ON REGISTERED MOBILE NUMBER

    NOTIFICATION OF THE BILL AND PAYMENT WHICH IS ENTERED BY EMPLOYEE ON THE REGISTERD MOBILE NUMBER...HELPPP

    3 votes
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  19. create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    1 vote
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  20. need change

    we are new to Zoho. We have a typical issue. we support SEZ zone company. we are supposed to raise the estimate without adding tax to them to get a purchase order. the company internally avoids passing tax components to them and we invoice the same with tax while submitting the final invoice during delivery. we need a solution immediately to use the product. where if we do zero percent we get line item gst as 0%, it misinterprets the case. kindly provide an alternative solution.

    2 votes
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    0 comments  ·  Estimates  ·  Admin →
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