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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. i want to be able also record supplier in record expense

    i want to be able to also record supplier (in red ) in record expense as well as date,category and amount so i can see on dashscreen

    1 vote
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    1 comment  ·  Expenses  ·  Admin →
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  2. 7 votes
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    2 comments  ·  Reports  ·  Admin →
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  3. Track Start and End Time Automatically When Using Timer For Billable Hours

    Currently when you track your time and you use the timer, the system doesn't track the exact time that you pressed 'Start Timer' and the exact time when you clicked 'Stop Timer'. This is a very easy fix to make.

    Many states require exact start time and stop time when billing hours. Instead of requiring us to manually type in start and end time, your Timer function should automatically log when we click start and stop and record that time in the Excel report. This is a very simple fix, and would make tracking time much easier.

    12 votes
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    2 comments  ·  Invoices  ·  Admin →
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  4. custom invoice template online payment

    Show invoices using custom templates on the web portal. Currently, the PDF uses the custom template but the Preview and the Web Portal default to a standard template. It confuses customers right when we need them to trust the online payment system.

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  5. Default tax preference for contacts

    Set a default tax mefhod per contact. Some contacts use compounded tax, some use other methods, but the tax method is always the same per customer. It would save a lot of time to fix a contact's tax method by default.

    6 votes
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    0 comments  ·  Customers  ·  Admin →
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    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, we have different editions based on your business location. In some editions, the app offers the option to choose tax preference for contacts while it’s not possible in some other editions. Hence, we request you to drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.

    Regards,
    Reshma.

  6. Zoho Invoice - Location/IP restriction for user access

    Currently, users of zoho invoice can access their account from anywhere. This is not good as we would not want our staff to access company data when they are not present in the office.

    An IP restriction would be a great feature helping to safeguard company data.

    Regards,
    L

    1 vote
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    Hi there,

    We understand your concern and we would like to let you know that it is possible to set a restriction based on the IP address from which the user is trying to access the app.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.

    Regards,
    Reshma.

  7. Add a.m. or p.m. instead of entering time as military time

    When entering time in the timesheet that we would have the ability to enter the time as it is instead of having to convert it to miltary time

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  8. Adding tax numbers to the tax

    Adding tax numbers to the tax so that it appears on the invoice when that particular tax is added.

    2 votes
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  9. Add inventory to Estimates

    When building an Estimate, it would be helpful to be able to view the amount on hand, that way the salesperson knows how much of an item they can offer

    3 votes
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  10. 1 vote
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    0 comments  ·  Customers  ·  Admin →
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  11. Desktop Editions

    Having a desktop eidition would be great.

    6 votes
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  12. Proxima Nova as a font option

    Template Properties
    It would be nice if this was an option for PDF font. It is already partially shown on the online version of the Invoice but not in the template settings.

    3 votes
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    0 comments  ·  Admin →
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  13. Profit and loss by each project / customer

    We need Profit and Loss report by each project / customer.
    Not too complicated... Simply, "Sales - Expense by project or Customer" is good enough.

    5 votes
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    0 comments  ·  Reports  ·  Admin →
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  14. negative amount in expense

    for credit of a partial expense

    13 votes
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    4 comments  ·  Expenses  ·  Admin →
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  15. Export filtered results

    I need the ability to filter invoices and sales based on things like "date range", Status" and export just those those results.

    Currently, If I want just a week of invoices to import into my accounting system, I have to export 2 years worth of invoices.

    And unfortunately the report does provide me with all the info I want.

    3 votes
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    0 comments  ·  Admin →
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  16. Font Features for Estimates and Invoices

    When I build an estimate with many categories and line items, sometimes I'd like to Bold a heading and or make a line item Red or something important I'd like to underline.
    I've brought this up before, and I was told to just make a custom template but that's not convenient at all. Need a small box off to the side where I can make these little changes quickly.

    9 votes
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    3 comments  ·  Estimates  ·  Admin →
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  17. Idea

    Firstly Thank you for creating so amazing application. I have Organization and in which I have 3 division of business, if there can be an option in invoice, if I can see my outstanding in each division it will help me me as all 3 division are managed by 3 different Managers.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Accept and Making an advance payment (retainer)

    Would like client to have ability to accept and make an advance payment per Retainer settings by visiting %EstimateURL%

    6 votes
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  19. Include stats of how much you tax you have to pay

    In holland we have BTW, an amount you have to pay to the government. I want to see in the stats how much I have to give to the government, instead of counting it up with a clculator

    1 vote
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  20. Linking logged sales person/Users with warehouses

    Provision to configure Salesperson/User with warehouse so that if that sales person do invoice inventory should be deducted from respective warehouse and while making invoice warehouse field should be editable for only those users where default warehouse is not defined

    3 votes
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