Skip to content

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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1147 results found

  1. Different Mileage Rates

    I have several clients that don't use the Federal mileage rate. However, I cannot create a separate billable expense for this unless I want ALL of my mileage to reflect the different value. I need a way to assign mileage rates to specific clients.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expenses  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks

    I would like to see a loan and lease servicing module added to Invoice or Subscriptions. Currently processing in QuickBooks

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Allow a new expense to be added to an existing invoice or closed invoice

    I would like a feature that would allow you to tie an Expense to an existing Invoice. For Example, in my business I sell items that I may not have in my personal stock, but my vendor will ship directly to my customer. I will invoice my customer and collect payment, then I will contact the vendor to ship the item. I pay the vendor directly. So technically the expense is billed and covered by the customer, however at the time of the sale the billable expense amount is not known to me until after the customer invoice has already…

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Expenses  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Translation of payment page when customer portal is not used.

    In those cases where customer portal is disabled, if a customer clicks on paypal button (the one included in the PDF file) then it redirects to a page in a different language than the one choosen on the customer profile. I think it is in the language of my account. For example, i have a customer from Brazil (portuguese language) and the payment page has all texts in Spanish, which is confusing for non spanish speakers.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Client Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Independent Project Portals for each Client.

    We would like to have multiple projects under one client with independent project portal access. At this time you have to list each project as a client for independent portal access. This makes for messy project organization. The natural hierarchy is Client / Project, there needs to be a choice if you want the client to see the portal for a project, or the project to see the portal or both. Thank you.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Preview for "Payment - Thank you" email

    Just like how invoice email is shown as a preview before sending out, it would be helpful if the payment thank you notes are shown.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. workweek start day set by individual Projects

    We are a staffing company, and as such, we have to collect our field employee's hours in accordance with our customer's workweek. Some of our customer's workweeks start on Monday and some start on Sunday. The workweek start date is a global variable in Zoho Books/Invoice. If you would create an optional Project level workweek start day variable, then you would make your software applicable to a much larger audience. Staffing companies account for a very significant portion of the overall workforce labor pool. There are a LOT of staffing companies. You are making it very difficult for them to…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Cloning invoices for multiple dates at the same time

    The ability to clone an invoice multiple times for preset dates in one step.

    We run a subscription program USUALLY delivering to customers once a week for the duration of a program.

    This would greatly help us save time rather than having to clone an invoice + select date, save, and then clone a second invoice using the F1 invoice + select date again, and so on and so forth.

    Thanks in advance!

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Edit Delivery Note Information before printing

    I know that the feature exists for delivery notes, however, it is very limited in that you cannot enter information about the item you are selling. In fact, it is basically just a slightly summarized version of the invoice, which makes little sense. It would be great if for example, when you select 'Print Delivery Note', that you are given an option to edit the information so that things such as serial number information, etc. can be added and remain separate from the invoice. I hope you understand what I'm asking for. Thanks.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. More fiscal years in the past at the dashboard. The last three years for instance.

    I would like to see more fiscal years to compare with at the dashboard

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Payments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi there,

    Thank you for posting on our feedback forum.

    We would like to know more details on the payment history you are referring to. Can you please drop an email to support[at]zohoinvoice[dot]com explaining the same?

    Regards,
    Reshma.

  13. Report

    I hope we can add the TIN Number of the Customers and vendors when generating the report in Sales and Purchase so we don't need to create an excel file for the reporting of our Sales and Purchases to our Bookkeeper for TAX Reports

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. BCC to Zoho so sent emails log with clients (like Nutshell does)

    I would love to be able to BCC Zoho on email so the email I send gets logged with my client entry in Zoho. Nutshell does that already.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. allow multiple salespersons to write invoices for same client yet be able to veiw only what they sell

    I have multiple technicians provide services to the same large client. I would like to be able to have each one be able to veiw only the invoices they personaly write. otherwise i have to send multiple statements to the same client

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Users & Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. percentage of estimates accepted / invoiced / declined

    Generate a percentage of estimate status. ie. 75% invoiced

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Flag for invoice with credit note applied

    Hello, good morning.
    I was wondering if it was possible to apply a flag to an invoice to which has been applied a credit note. When I am gathering all invoices for tax purposes it could be helpful to quickly see which invoice is valid and which one has been credited.
    Thanks

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi there,

    Thank you for posting on our feedback forum.

    Since Zoho Invoice focuses on the sales cycle of your business, purchase orders is not a part of it. However, you can very well use Zoho Books for this.

    Zoho Books is an accounting tool and a super-set of Zoho Invoice. It can help you manage both the account receivables and payables. Hence, you can easily create purchase orders too.

    To upgrade from Zoho Invoice to Books, you can refer these steps:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions, you can reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  20. Option to Disable Invoice by Email

    Sometimes customers don't need the invoice, If I buy from eBay, amazon, rarely I get any invoices from the person where I bought the item - This is normal! Please add the option to disable emailing the invoice to clients.

    Vote!

    Thanks!

    47 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base