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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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1147 results found

  1. Job description on email invoice

    I always send invoices and estimates to my inbox for final review before sending to clients. There is no indication of the address of work done on invoice. other then the number, it would be good to have a field at top of email with full job description for myself and multiple mail outs to same client to make accounting easier and faster. I do work for real estate agencies, who multiple task many jobs at once, at present there is no indication on email which job is which. re Tim

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

    Thank you for posting on our feedback forum.

    We believe “custom fields” can help you with this requirement. Apart from the default fields that the system offers (like invoice date, number etc.,), you can create additional fields, which can be filled while creating the invoice and even displayed in the invoice PDF.

    To create a custom field, please navigate to Settings > Preferences > Invoices > Custom fields + New custom field.

    In case you’ve tried this out but it doesn’t meet your requirement, feel free to drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  2. [BUG] Font in Bank Details can not be set to same size as Customer Notes (despite size picker)

    Text in Bank Details cannot be made the same size as Customer Notes. I tried this on the Standard European Style Template and choosing 10px in Bank Details was smaller and 13px was larger than the text in Customer Notes.

    Please update the font size menu in Templates > Edit > Footer > Add your bank details. Please add the sizes 11px and 12px.

    3 votes
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    0 comments  ·  Preferences  ·  Admin →
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  3. Project invoiceing date

    For my projects, they often start 6 months to a year in advance of completion, and have multiple updates during that period. The projects always have a hard end date, so would there be a possibility of adding an "invoice by" date, and setting a reminder for these projects?

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  4. Set due date when converting estimate to invoice

    My company is a service based business, so when I send an estimate to a customer, I have a custom date field for a reservation date. For example, The customer is requesting my services for an event at some date in the future. If the customer accepts the estimate, it converts to an invoice but the due date is set to On Receipt. Only the Retainer invoice is due on acceptance, the balance invoice should be set to a date relative to the event, like -5 days.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Scan Receipts directly to Zoho Invoice module

    Rather than scanning, saving then uploading a receipt, it would be great to simply scan the receipt directly into the Invoice module.

    1 vote
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  6. Total Cost for Projects in Timesheet report

    Add a column to the task group on the timesheet report for a project so that users can get a total cost of the project.

    1 vote
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  7. Add variables for the first and last date from the logged work records

    When you create a new invoice from the logged work on a project, you can choose between some variables to use as item name and description. The range variable only shows the last date, it would be nice to have a real range, showing the data from the first record and the last one.

    1 vote
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    1 comment  ·  Projects  ·  Admin →
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  8. Comments in weekly time log

    All views for entering time allow comments except the weekly time view. For our business, this is the best view. It would be great to allow comments in this view.

    6 votes
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    1 comment  ·  General  ·  Admin →
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  9. Field Permissions

    Would like the ability to configure permissions per user role for each individual field of an invoices and contacts so that certain users cannot modify or enter data into certain fields. Also to hide fields from roles.

    1 vote
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  10. 1 vote
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  11. Relances automatiques de factures

    Parametrer les relances pour qu'elle ne soient envoyées qu'à certains types de factures (ne pas les envoyées aux factures prélevées par exemple = dont le mode de paiement est "Prélevé")

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. See client portal "from customer point of view"

    There appears to be no way that I can see a client's portal from their perspective. It would be very good to be able to see (and check) what each client sees when they access their portal view.

    Therefore, please can you consider, for each client, having a "view client's portal" link against each client entry for which the portal is enabled?

    12 votes
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    Hi Mark,

    Thank you for posting on our feedback forum.

    We understand that you wish to take a look at the client portal interface so that you can have a clear idea on what the clients can see and how.

    Though there is no direct link to view the portal interface from a client’s perspective, you can take a look at our help docs which explains each and every section of the portal along with screenshots.
    https://www.zoho.com/invoice/help/client-portal/

    To take an even closer look, you can create a dummy contact with your alternate email address and try enabling portal access so that you can test everything out before starting off your actual invoicing.

    If you still have questions on this, please feel free to drop an email to support[at]zohoinvoice[dot]com. We would be happy to schedule a demo and walk you through the whole application including the portal.

    Regards,
    Reshma.

  13. Conference travel funds donations

    I am organizing a conference in France with ten speakers from the USA. I would like to circulate an email with all ten speakers and a stripe pay button for each speakers’ bank account.

    1 vote
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    0 comments  ·  Integrations  ·  Admin →
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  14. Transfer Tasks from Estimates to Invoices/Timesheets

    I am a management consultant who uses the Estimate feature to send proposals to clients, detailing the scope definition and tasks for their approval. Once they approve an Estimate, I should be able to import it directly into Timehseet Projects with all of the Tasks so I can charge time against the Tasks as proposed. Better integration with Zoho Projects (i.e. importing project tasks into Timesheets and Invoices) would be even better, but within Invoice, the Estimate should be transferred to the Timesheet so an invoice can be generated each month with whatever tasks have billable time charged against them.

    2 votes
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    0 comments  ·  Estimates  ·  Admin →
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  15. 1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  16. Due by the end of next+N months

    There is "Due end of next month" but I have a customer who's payment term is Net 120 Days / End of Month. I hope I could customize payment terms not only 'next month' but freely. For instance, "Due end of next 4 months."

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. invoice - "Save and close"

    "Save and close" button

    1 vote
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  18. Bundle goods and services under one line i

    I would like to be able to bundle goods and services under one line item, allowing for inventory adjustment. For example in QB I have a bundle called "oil change" in that bundle I am able to add items from inventory and add services, the customer only sees "Oil Change" and a total price.

    1 vote
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  19. Simplify adding Expense to Invoice: Add to Invoice on create screen or Suggest based off dates

    Please reduce total number of actions to create an expense and tie it to an Invoice. Perhaps list the invoices with invoice date closest to the expense's date as a suggestion.
    Goal: I'd like to avoid creating an invoice and then switching over to the invoices. While creating the exp I'd love to assign it to the inv I want at the same time.

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  20. CREDIT NOTES SYNCHRONIZED IN ZOHO FINANCE CRM MODULE

    The figures in my sales dashboards in Zoho CRM can not be true as the credit notes are not reachable from the CRM

    The salesteam need to know the real business number in real time to check their goal achivement

    3 votes
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