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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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1137 results found

  1. single page with option to Create invoice and receive payment

    I want a single page where i can create an invoice and do receive payment at same time as my customers have already paid in advance

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Bulk image upload for items

    The ability to have a field in the CSV file that references the name of the image that corresponds to the item, and then the ability to upload those images. I.e. Item1, Item2, ...,Item10. Image1.jpg, Image2.jpg, ..., Image10.jpg

    3 votes
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  3. Paid invoices checked

    Please,please make it possible to mark invoices as paid easy.My customers pay with checks and It's really terrible to mark each invoice as paid.Imagine if you have 100 e-mails inbox and you have to mark them as read one by one!It's the same thing here.I'm clicking half an hour to do that!

    2 votes
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    0 comments  ·  Payments  ·  Admin →
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  4. Number format for CHF

    Number format for CHF, in Switzerland the number format is 1'234'567.89

    Can you add this to the existing format ?

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Vat Deregistration

    Companies can de-register from VAT once they fall below the threshold. As a contractor this happens quite often to me as my revenue varies.

    Unfortunately Zoho Invoice does not allow VAT de-registration, so does not reflect the real world.

    I want to change my org settings to disable the VAT number field - so that I can be sure it doesn't creep into any of my invoices.

    Currently if there are any previous VAT invoices it's impossible to disable this field.

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. 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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  7. Job completion status

    Hello Zoho,

    Can I add a job completion / job pending status to each line item in Zoho invoice. Can I get an overall status of an invoice where the jobs / line items therein are completed or remain pending for execution

    1 vote
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  8. Exporting documents to XML. Costa Rica Goverment requires documents in XML format.

    Actually we can send invoices in PDF format; but, some goverments and costumers requires the information in XML format.
    It will be awesome to have the option.

    9 votes
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  9. 1 vote
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    Hi there,

    Thank you for posting on our feedback forum.

    We request you to drop an email to support[at]zohoinvoice[dot]com with more details on the kind of template you wish to have.

    Our support team would be happy to assist you with all possible options.

    Regards,
    Reshma

  10. send payment received email to salesperson instead of standard email

    When payment is received for an invoice I would like the "payment received" email to go to the salesperson as opposed to the standard default or primary email.

    1 vote
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  11. Standard EU invoice format

    Hello,

    a new XML format for electronic invoices will soon be implemented in Germany called XRechnung. Are you planning to implement this standard in the foreseeable future within Zoho Invoice?
    See info of European Commission: https://ec.europa.eu/cefdigital/wiki/display/CEFDIGITAL/eInvoicing+in+Germany

    Thanks!

    25 votes
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    2 comments  ·  Invoices  ·  Admin →
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  12. Fonts

    I would like to have the ability to underline or bold or change the colour of the text on an invoice or estimate. I'm not talking about editing a template but actually underline or bold parts of an invoice that are important and should be read as such. Currently the only thing you can do to draw any attention to some important details or put any emphasis on is to CAPS all the text.
    I have sent this request in before and for some reason the developers think I'm talking about editing a template but that's not it. If I'm…

    1 vote
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  13. Option to remove the description field in Items

    We should have the option to omit the description field in the items while creating the invoice to save precious time

    3 votes
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    Hi there,

    We would like to inform that the ‘description’ field while creating an item is optional and can be left blank. In the invoice PDFs too, you have the option to hide the ’Description field.

    If you need any further help on this, please feel free to write to us at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  14. differential invoice numbers

    Having different profiles i need a way to distinguish payments coming into my bank account, i use the invoice numbers as reference numbers for my clients , can i set it up so that invoices under different profiles generate different numbers

    eg

    profile x - xinv-000001

    profile m - minv-000001

    ??

    1 vote
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  15. Option of having discount being calculated on base price rather than MRP

    In retail segment we usually quoute margin to customer which means landing price to customer shall be MRP/(1+Margin). In Zoho we currently have option of Discount which calculates final price as MRP*(1-Discount).

    Can we add an option in invoice as Discount % to be applied on Price Inclusive Discount or Price Exclusive Discount. If it is Price Exclusing Discount, system should calculate it as 30% on MRP/(1+discount%)

    2 votes
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  16. Multiple series of Invoices running parallelly for each Business Unit

    Multiple series of Invoices running parallelly for each Business Unit
    Reset

    1 vote
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  17. Invoice Custom View Criteria

    Include "is not" / "does not contain" / "is blank" / "is not blank" search terms.

    1 vote
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  18. Tag a team member

    it would be helpful in you could tag a team member in a comment on an invoice or estimate and they would receive a notification to check the note

    1 vote
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  19. Change Base Currency - Without Having to remove existing invoices in that currency

    Change Base Currency - Without Having to remove existing invoices in that currency

    6 votes
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  20. Individual Billable Expense Items on itemized transactions

    Allow individual items as "Billable Expense" on an Itemized (split) expense entry; leaving an option for the whole transaction to be billable. If I recall, all items in a split transaction have to be included on the Invoice, and cannot be separated.

    I create itemized (split) expense transactions so as to consolidate/"clean up", and closely reflect the invoice from my vendor, without having multiple lines with the same Date, Expense Account, Reference #, and Customer.

    In theory, I would have one transaction line showing "(split)" in the Expense Account, and the sum total for Amount. (see example below)

    EXAMPLE:
    Date…

    4 votes
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