Zoho Invoice
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
1147 results found
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Add graphics to the reports
It should interesting to see the report data as graphics (pie charts, etc.).
12 votes -
Organize recurring invoices on mobile app by dates (next recurring invoice)
Currently on the mobile app the recurring invoices appear randomly, which is a bit difficult to track the upcoming month recurring invoices. Would be good to add a way to sort it by date.
1 vote -
Integrate Customer reviews on my website
Integrate customer reviews on your website, so clients can see all the reviews and the total rating you have. Just like Trustpilot.
16 votes -
Redirect URL to take customers to a custom page on successful completion of a payment
Once a customer clicks to make a payment and completes a payment successfully, the customer is taken back to the invoice page.
This is confusing to customers as they don't know what they are supposed to do next.
This also doesn't allow us to take the customer to a Thank You page.
Could you please provide a redirect URL option, so customers can be taken to a custom page on successful completion of a payment?
Thanks.
2 votes -
Social media icons on invoices/quotes Template
Social Media Icons on ALL templates (Invoices, Quotes, etc) with links integration! PLEASE!!!
And more freedom within the template text editing... How to make the titles of my templates bold?
10 votes -
Editable dashboard with total unbilled amount
The dashboard is great, but it'd be better if we could re-arrange things based on personal importance and even turn on/off sections altogether. Also, I'd like to see the total unbilled hours and unbilled amount to-date. These numbers should also be broken out by either Client or Project so that I can easily see where the bulk of my time is spent. If the dashboard were editable, I would think it would be useful to allow admins to set in their preferences how they would like to view the numbers (as a total or broken out by client or project…
35 votes -
ability to update project invoice with new timers if they have been added
After an invoice has been created for a project, if a new timer has been added to this project, it would be great if I was able to update my invoice with this new timer entry from my timesheet without having to delete my current invoice just to add this new entry
4 votes -
show how much unbilled for the week
Add a function where you can see how much you've 'earned' that week or that day, based on unbilled hours x rate. Currently, you can see the hours you've worked in the timesheet function, but it doesn't tell you how much $ that amounts to. For anyone who has a weekly or daily earnings goal, this isn't enough.
1 vote -
Timer inside of Slack
Create the option for a Zoho Timer inside of a slack channel that ties to a Zoho project for invoicing
1 vote -
Invoice in negative
Create invoice in negative to make a refound
10 votesHi there,
In Zoho Invoice, you would not be able to create a negative invoice as such. To issue a refund, you can create a credit note for that invoice and record a refund against the credit note.
Credit notes will be counted as negative sales, maintaining your reports perfectly.
You can refer this FAQ page to know the exact steps for recording a refund:
https://www.zoho.com/invoice/kb/credits/refund-invoice-amount.htmlFor further queries, you can reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Custom Text field for Discount type below discount tab.
There should be the field of discount type below discount percentage to give people details about what discounts they opted for.
4 votes -
Spanish characters search
when I search on Spanish customers invoices containing (á, ó, é,... etc) not found
3 votes -
service tax
In our business some customers submit and pay taxes to the government directly which is different from tax withheld. FOR EXAMPLE:
AMOUNT IS: Rs. 100000/-
Service tax @14.5% is 14500/-
Total Payable is = Rs.114500/-
Now I will paid in the following manner
TAX withheld 10% which is Rs.10000/-
Service Tax will be paid by the customer it self: 14500/- (submitted to government on our behalf)
Net Amount paid to me will be Rs. 90000/-
So you already have tax withheld feature.
I just want multiple tax withheld options and to rename it for accounts purpose as this is service…6 votes -
1 vote
Hi there,
Greetings from Zoho Invoice!
It would be great if you could drop an email to support[at]zohoinvoice[dot]com, elaborating this requirement of yours. We’ll get in touch with you once we receive your email.
Regards,
Reshma. -
Users can add expenses without seeing ANY financial information about clients
Currently, when Users are given permission to add expenses they must be given permission to View Clients in order to select a client to associate this expense with. A side-effect of this is that they can then see how much the client owes the company. It would be really good to enable staff to add expenses for clients without seeing this confidential financial information.
6 votes -
1 vote
Hi,
If the “project code” is an additional information that you would like to add for all your projects, you can add it as a custom field.
To try this out, please select Settings > Preferences > Projects > Custom fields and create a new field for “Project Code”, which will be displayed in the project creation page :)
Regards,
Reshma. -
Project resource scheduling
Add scheduling features like project calendars, resource allocation, scheduling conflict resolution to the feature set.
5 votes -
Incluir modalidades de estado de presupuesto (borrador, enviado, rechazado, facturado)
Incluir modalidades de estado de presupuesto (borrador, enviado, rechazado, facturado)
Actualmente solo contempla borrador y enviado y facturado, pero no encuentro forma d e poder indicar que un presupuesto esta rechazado
1 vote -
Option of multiple addresses
We have multiple offices under one company and finance team. An option to have multiple company address so as to quote and invoice from the relevant office would be great.
7 votesHi Hollie,
We are glad to let you know that we have released the feature of adding multiple addresses for contacts :)
Check out this help document to know how this works :
https://www.zoho.com/invoice/help/contacts/contact-actions.html#addresses-contactsIf you have any queries, write back to support[at]zohoinvoice[dot]com amd we would be glad to assist you.
Cheers,
Reshma. -
webshop
Hello we use Talex.se as our webshop and we want this to be integrated with our zoho system to use it as a complete buisiness master system
3 votes
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