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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. 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
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  2. Spanish characters search

    when I search on Spanish customers invoices containing (á, ó, é,... etc) not found

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. 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
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    0 comments  ·  Payments  ·  Admin →
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  4. 1 vote
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    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.

  5. 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
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  6. 1 vote
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    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.

  7. Project resource scheduling

    Add scheduling features like project calendars, resource allocation, scheduling conflict resolution to the feature set.

    5 votes
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    0 comments  ·  Projects  ·  Admin →
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  8. 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
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    0 comments  ·  Invoices  ·  Admin →
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  9. 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 votes
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    1 comment  ·  General  ·  Admin →
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  10. 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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    1 comment  ·  Integrations  ·  Admin →
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  11. 0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Add "Log Time" button to main dashboard page

    Please add a "Log Time" button to the dashboard page, so that I don't first have to select a project or go through other navigation to be able to enter time.

    2 votes
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  13. undelete folder

    I recently deleted an estimate by mistake, WHERE is the un-delete option

    1 vote
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    Hi there,

    In Zoho Invoice, you would not be able to retrieve a transaction that is deleted. Once you remove a transaction (estimate, for instance), the data pertaining to that will be deleted from the system.

    If you have any other queries, you can reach out to us anytime.

    Cheers,
    Reshma.

  14. search criteria

    can we have a search area for invoices or customers for not just the customers name.... we need 1 for an address.. in the service industry very rarely will we look up a name when we search.. we always look up address as people change houses.. houses and streets dont change and there maybe numerous people with the same name.... so in short .. a way to search addresses and not customers names

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. How to change currency

    How to change default currency to MMK from USD

    2 votes
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    Hi,

    Thank you for posting on our feedback forum.

    Once you create your organization and add transactions, you would not be able to change the base currency.
    Note : In case you belong to country-specific editions of Zoho Invoice (UK, US, India or Australia), you would not be able to change the base currency, even if you do not have any transactions created.

    So, the only way around would be to create a new Zoho Invoice organization under your existing account and set its base currency as MMK.

    Regards.
    Reshma.

  16. 2 votes
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  17. Option to bill per week - invoice to contain date range as line item

    When creating an invoice from a project, provide an option to group time sheet entries by week ending day (e.g. configurable to Sunday for example). This would result in an invoice line item for each week in a project.

    Currently, the options are to have each time entry on a separate line item or all time entries on a single line item

    3 votes
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    2 comments  ·  Projects  ·  Admin →
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  18. 7 votes
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  19. 0 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  20. multiple logos

    Option to upload multiple logos and choose which one to add on each generated estimate or invoice.

    not a massive request is it?

    6 votes
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    0 comments  ·  Preferences  ·  Admin →
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