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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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1137 results found

  1. Use of items in projects

    Professionals have to book their used materials so they can be invoiced to the customer. It would be very helpfull if we get next to expenses and millage the possibility of booking used materials (items) on projects. When we generate invoices we get these items automatically, with the right price and VAT on the invoice.

    A possibility is to add the right items to the project with the right project prices, so the professional can only book items related to the project.
    An easier way is not connecting any items to the project and let the professional choose form the…

    8 votes
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    1 comment  ·  Projects  ·  Admin →
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  2. Item prices in different currency

    Enable the currency option on the price for the Item.

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

    In Zoho Invoice, though it’s not possible to create item rates directly in foreign currencies, you can create a price list and achieve this.

    While creating a price list, you can define the currency in which you’d like to add the item prices and you can even associate price lists with customers if needed.

    You can take a look at it here and if you have any questions, you can reach out to us at support[at]zohoinvoice[dot]com

    https://www.zoho.com/invoice/help/items/items-price-lists.html

    Regards,
    Reshma

  3. FACTURATION A L'AVANCEMENT

    Nous aurions besoin de facturer à l'avancement avec un pourcentage affecté sur chaque poste du devis.

    Dès lors, chaque devis validé doit être facturable en plusieurs fois et chaque nouvelle facture doit pouvoir déduire automatiquement le montant total facturé (cumul des factures passées).

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Return mailing envelope

    I have clients who pay regularly using their own checks. I hope you can provide return mailing envelope for my customers. Thanks

    1 vote
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  5. Packing list

    Packing list with product size, gross weights, and cubic meters would be helpful for companies doing importing/exporting business.

    8 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Convert multiple estimates into a single invoice with each estimate as a line in the invoice

    My clients want to have all of the work I do for them regrouped in a single invoice. I would like to be able to convert several estimates into one invoice.

    69 votes
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    1 comment  ·  Estimates  ·  Admin →
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  7. Have the option to show net rather than gross numbers in summaries

    Have the option to show net rather than gross numbers in summaries. Eg in dashborards or tables such as credit notes system wide setting to default show pre tax numbers rather than gross.

    1 vote
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  8. Option to choose recipients for Recurring invoice notification email

    If the Recurring Invoice preference is set as 'Create invoice as drafts', an email would be sent automatically to the organization admin whenever an invoice is generated from the Recurring Invoice profile. It would be nice to add recipients to this email.

    10 votes
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  9. Expense screen

    On the Expenses screen, there are only 3 options to use > edit, convert to invoice and more. I've been using the MORE button for years to clone an existing daily expense, and change some details to save as a new expense. Why can't the choices under MORE > Make recurring, clone and delete be added to the first screen without having to click MORE, then another option?

    3 votes
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    4 comments  ·  Expenses  ·  Admin →
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  10. Allow Edit to Add Attention Content for individual invoices

    Currently, the Add Attention Content in the invoice template area can only be edited in the Template area. The problem is that for particular customers with different contracts, there may be different contacts who need to be the Attention Contact for different invoices. There needs to be a way to edit the Add Attention Content on a per invoice basis.

    5 votes
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  11. I found your app when i became my fathers executor it was the only time tracking app that i could find with that capability thanks

    As an executor of a will your time and expenses are taken into consideration in the dispersement of procedes. Zoho invoicing has most of what's needed for the time and effort spent in grouping financing for various people named in a will. It may not be designed for that, but it is the only app I found that works if you bend it a little.

    1 vote
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    Hi Gary,

    Thank you so much for your kind words :) Yes, with a little bit of customization, you can use Zoho Invoice for any kind of business.

    If you have any doubts or clarifications, just send an email to support[at]zohoinvoice[dot]com and we would be happy to help !

    Regards,
    Reshma.

  12. To be able to look at the attachments that were emailed including the invoice and other documents from the activity history log

    Currently a user can email an invoice and during the process there is a button to add other documents. Then the user can send this email which includes the invoice and any other documents selected. I would like to be able to from the activity history log that is just above the invoice, to be able to click on a link that will let me look at exactly what what sent. All documents.

    2 votes
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  13. 3 votes
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  14. Increse Payment Button and Make a Payment Text Size

    On the invoice, obviously the most important thing is for us to get paid. However, you porvide a TINY payment button and payment text, with NO options to change the font size or size of the button.

    This is BAD as customers miss this. The payment option should be large enough to stand out and for customers to see it easily to make their payment. Again - payments are the most important part of invoices!!!!

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Support for Khmer language

    In Cambodia, both English and Khmer are used in invoices.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  16. Minimum payment option

    It would be awesome if you could set a "Minimum amount due" that your client can pay after checking the "Allow customer to make partial payments for this invoice." option.

    This way you could send your client there full invoice at the beginning of a project, with a minimum payment do of %50.

    3 votes
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  17. Add a sales code to invoice number

    Be Able to Add a sales code and then allocate that to the whole invoice e.g
    Invoice 200 = Software
    Invoice 201 - Hardware
    Invoice 202 - Consultancy

    and then have sales report by the sales invoice code.

    4 votes
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  18. 3 votes
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  19. 0 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  20. Auto Charge for Braintree

    Auto Billing support for Braintree.

    10 votes
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