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

I suggest you to...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

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

1137 results found

  1. OPTION FOR SHOWING A DEPOSIT AMOUNT ON INVOICES

    I am surprised that you have not made accommodation for deposits which are almost universally a requirement for all clients to pay upon receipt of an invoice. We should be able to manually enter an amount, or assign a percentage of the total, or maybe even assign an amount per item, adding up and then giving a total.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, you can manage deposits using the “Retainer Invoices” section. If you are not able to view this section on the leftmost pane, you can enable it under Settings > Preferences > General.

    You can also refer this help document to know more about this section in Zoho Invoice:
    https://www.zoho.com/invoice/help/retainer-invoice/

    If you have further queries on this, you can send an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  2. Search functionality for the iOS and Android Apps.

    For invoices and estimates equally. We Regularly estimate multiple jobs to the same client. The iOS app has no search feature that we have been able to find and does not display enough information in the estimates list, to distinguish easily between estimates.This means we must remember estimate numbers, or open each estimate one after another to remember what it was for. Tedious and slow, defeating the point of an app on the go. Search features ARE available in a web browser, but why should app users work without such a massive time saving feature?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Lydia,

    We certainly agree that the mobile apps should support the critical functionalities like the search option. The iOS app of Zoho Invoice indeed has a search option for each section, which you can make use of.

    Kindly update the app to the latest version and let us know your feedback by writing an email to support[at]zohoinvoice[dot]com

    Cheers,
    Reshma.

  3. Accept checks securely as echecks, not ach

    Provide a platform to securely accept e-check payments with typical low e-check pricing and immediate check printing (not ACH services that take 3+ days.)

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  4. Timesheet Invoice Creation should Use Dates

    When using the feature to create an invoice from timesheet data, although I can generate line items for each timesheet entry, the dates are not importable despite there being a date field in my invoice. This should be connectable for automatic import. Putting the date in the Line Item description (though available) is a poor substitute when I have a date field.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 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)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Preethum,

    Thank you for posting on our feedback forum.

    We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same.

    Looking forward to your response.

    Regards,
    Reshma.

  5. GST Compliant Invoice Sent Via Email

    Currently, Invoices printed from with in Zoho Invoice only are Document Marked like "Original For Recepient" or "Duplicate For Supplier" BUT not for the ones sent via mail. They are simply plain and thus Non-GST Compliant. The one sent to customer via mail should be "Original For Recepient" and the one sent to self or saved with in Zoho Invoice should be marked "Duplicate For Supplier"; In case it is goods based invoice, then option for "Triplicate For Transporter" should also be available.

    Business reject these invoices and i am forced to print so that they are marked and send…

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  GST India  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. Reminder Notification for Follow up

    It's great to be able to add comments in Quotes, however if you are dealing with a number of clients, and you promise to call them back at a certain time, it would be great to add a reminder for yourself, maybe even a report of what follow ups to do today. Maybe add a calendar to the program.

    1 vote
    Vote

    We're glad you're here

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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. Integration with Behalf financing

    Our customers are able to pay with Behalf financing but we have to manually add their payment each time. It would be nice if it was integrated to include Behalf as a payment option.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. Custom column field that is included in invoice formula

    For our audiovisual rental business this would allow us to include a "days" column so that the line item amount could be calculated like so: quantity x rate x number of days = line item amount.

    I'm sure there would a variety of different applications for other users too.

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  9. nota de credito

    LA nota descuento en la nota de credito que uno pueda introducir el valor del descuento y que se afecte el numero de factura pero que en la factura a imprimi de la nota de credtio solo sea visible el valor del descuento y el impuesto ejm. si la factura es de 1000 mas 18 impuesto el total es 1,180.
    cuando se aplique la nota de crédito es igual

    1,180 * 20% (comisión) 236

    236*18% (impuesto) =42.48
    total nota de crédito = 236+42.48 = 278.48

    este son los valores a reflejar en la factura de nota de credito

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    We would like to understand your requirement better and hence it would be great if you could drop an email to support[at]zohoinvoice[dot]com explaining the same. We can also schedule a call if you prefer.

    Looking forward to your response.

    Regards,
    Reshma.
    -——
    [Version en español:

    Gracias por publicar en nuestro foro de comentarios.

    Nos gustaría entender mejor su requisito y por lo tanto, sería genial si usted podría dejar caer un correo electrónico para apoyar [zohoinvoice [punto] com explicando lo mismo. También podemos programar una llamada si lo prefiere.

    Esperamos su respuesta.]

  10. Can you make the right side scroll bar wider or a different color than the invoice template

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  11. Generate invoices of multiple organisation from single signon and group company concept for customers

    The user should be able to generate invoices of multiple organisation (Group Companies) from single sign-on. Also need client level grouping since a single client may ask me to raise invoice on his different companies as per the terms of contract. Group co. concept will help in mailing all bills in single mail to a client and also help in generating effective outstanding recovery MIS

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  12. Invoice template on mobile device on 'Tax Inclusive' by default option. Now there is only 'Tax exclusive' and 'Tax exclusive or inclusive'

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Mobile apps  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. Time log tool For Pc and Android

    time sheet and time log issues, currently you have to add notes to the time log before you start the timer you can't add notes while working and timer is running. On a PC you have to go to time sheets and edit notes after the fact. On android you have no options to edit notes

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. Total current assets for dashboard.

    I think that since there is a bank fee field we should have a "total current assets" widget on the dashboard that would show the total receivables/payments minus the total expenses for a accounting period. this way we can have a more accurate representation of our liquid assets.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  15. custom formula

    Add the possibility to calculate based on other field. Also feature like IF, ELSE , AND , OR would be great in order to do much more complex calculations. This would maken Invoicing much more advanced.

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  16. Bulk Add Expenses

    Apparently this feature was removed...it should be added back in.

    3 votes
    Vote

    We're glad you're here

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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    Yes, as you mentioned, we had the “bulk expense” functionality removed for a very short while and it was added back soon.

    Please have a look at it and let us know if you have any queries :)

    Regards,
    Reshma.

  17. trend report

    Create a trend report that shows the invoice amount history per customer over a period of time. That way we can identify spend habits or issues with customers that are invoiced in a regular basis.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  18. Export comments

    Since follow-ups on late payments of invoices is likely to generate updates in form of comments from users for those specific invoices, it would be great to have the possibility to export whole or a part (eg. last or few last ones) of the comments posted on the invoices for reporting purposes.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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)
    Close
    Close

  19. Exportar a formato facturae

    Crear la posibilidad de exportar a formato facturae

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi!

    Thank you for posting on our feedback forum.

    It would be great if you can elaborate your requirement and send it across to support[at]zohoinvoice[dot]com so that we can get in touch with you :)

    Regards,
    Reshma.

  20. Import currency from ECB

    The European bank offer a free currency file each day

    Would be nice to be able to import that automatically or manually

    Link to the file: https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_reference_exchange_rates/html/index.en.html

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Steen,

    In Zoho Invoice, it’s possible to fetch automatic exchange rates by choosing the “Enable exchange rate fields” option under Settings > Currencies. This would fetch the exchange rates from ‘Open Exchange Rates’ (https://openexchangerates.org/).

    You can take a look at this help document to have more insights on the same:
    https://www.zoho.com/invoice/help/settings/currencies.html#exchange-rate-feeds

    Hope this helps.

    Regards,
    Reshma.

1 2 … 26 28 30 … 56 57
  • Don't see your idea?

Zoho Invoice

Categories

Feedback and Knowledge Base

(thinking…)