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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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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. 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
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    0 comments  ·  Dashboard  ·  Admin →
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  2. I would like to attach payment history to monthly/quarterly invoices when I email them to customers

    1 vote
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    1 comment  ·  Payments  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    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.

  3. 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
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    0 comments  ·  Reports  ·  Admin →
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  4. 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
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    0 comments  ·  Customers  ·  Admin →
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  5. 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
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    0 comments  ·  Users & Roles  ·  Admin →
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  6. percentage of estimates accepted / invoiced / declined

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

    6 votes
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    0 comments  ·  Estimates  ·  Admin →
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  7. Integration with Chase Paymentech

    8 votes
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    4 comments  ·  Payment Gateways  ·  Admin →
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  8. 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
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    1 comment  ·  Invoices  ·  Admin →
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  9. Please add Purchase order option

    1 vote
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    0 comments  ·  Client Portal  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    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.

  10. 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
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    2 comments  ·  Invoices  ·  Admin →
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  11. I would like the capability to add additional columns to my invoices.

    I work with many numbered files for a client. They require that I reference each one. Within each file, there are additional numbers, which I must also reference.

    The capability to add, delete, alter or otherwise customize column headers within Invoices would meet such a need and the similar needs of Zoho users.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Deb,

    Thank you for posting on our feedback forum.

    For your requirement, we believe the “Custom fields” would be helpful. These are additional fields you can add to your invoices. You can create these custom fields under Settings > Preferences > Invoices > Custom fields.

    If you have further questions on this, you can vry well reach out to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  12. Customizable line designating audio and/or video minutes.

    I work as a transcriptionist and often charge by audio or video minutes, so would like to see a customizable line item on both invoices and estimates where I could enter that number, and possibly also a customizable line item whenever a client happens to have the same number of minutes for each audio or video within a series.

    On other occasions, I sometimes charge per-word, so I would like to see a line item to invoice that and also for estimates.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. References field in recurring expenses

    Add reference field to recurring expenses. Some times we have the same expense category but we must to click to see what is written in the notes. It is simple and useful.

    1 vote
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    0 comments  ·  Expenses  ·  Admin →
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  14. organisation

    I modified my standard invoice template (general conditions) and that modified all previously sent invoices.
    Therefore when I look at a previous invoice, it is not the same as what the client received anymore!!
    This leads to client conflicts.
    And my accountant warns me that it's a true legal risk, not to be able to accurately keep the exact sent invoices.
    In 2 innocent click, any of my assistants can break the accuracy of all previous invoices...
    Sent invoices should not be modifiable anymore, even if templates are modified.
    Please :-)

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. skipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices

    kipping pages and reach the specific invoice range. it is impossible to navigate as i accumulate more and more invoices

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. better invoice reminder function

    invoice reminders - can you make the emails sent from from the invoice function available? Would like them in the sent folder in mail function.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. Window "Nouvelle entrée dans le journal" > add checkbox "Create another"

    It can be practice to have a checkbox "Create another" near de button "save" .
    The goal is to stay on window and facilitate the encoding of more informations.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  18. Coupon Codes/Tips Field

    It would be nice if my recurring clients could have the option to enter a coupon code or tip amount into their estimates/invoices which could change the total amount due. This feature would be a great way for many service based businesses to offer perks to loyal clients.

    My clients currently fill out an request quote form on my website (not zoo forms because its very limiting) which allows a coupon code but I have to enter it manually into zoho invoice. This also means that my recurring clients have to re-submit the form each time they want to use…

    13 votes
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    1 comment  ·  General  ·  Admin →
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  19. multipler

    I need a multiplier added to the items field. I rent equipment to clients and my prices are perday. i need to be able to bill them for multiple days.

    Example:

    Item: Power tool
    Dailyrate: $50
    Days Rented: 4
    Total: $200

    Basically just add a multiplier to the items field. I will have to look to another application provider without this being available.

    6 votes
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    1 comment  ·  Estimates  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    For this particular requirement of ours, we would suggest creating an item with the name “Power tool” and rate set to “$ 50”.

    While creating the invoice, you can just pick this item and enter the “Quantity” as 4 so that the final amount becomes $ 200.

    Also, inside template settings, you can rename the fields “Rate”, “Quantity” and “Amount” fields if you wish.

    Kindly give this a try and let us know your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  20. Expenses report by customer grouped by category

    As i use Customers for my internal projects, i would like to see for which project how much i spent per category

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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