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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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1147 results found

  1. 0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. 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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    0 comments  ·  Dashboard  ·  Admin →
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  3. 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.

  4. 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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  5. 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.

  6. 2 votes
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  7. 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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  8. 7 votes
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  9. 0 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  10. 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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  11. Add a Date column to Invoices

    I am a SEO and Website guy with multiple clients. When doing work for clients, I often do work different days of the week. I would like the client to be able see what I did on each day. Less important, but perhaps a good idea, it would be good to be able to run some sort of report against, what work was done on what day (or days) across all clients.

    10 votes
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    2 comments  ·  Invoices  ·  Admin →
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  12. Item Merging

    Merging od Items much the same as the merging of clients.

    I am currently Migrating a client from NUTCACHE to ZOHO Invoice.
    In the process a few ITEMS have duplicated, it would be great to simply merge these items.

    6 votes
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    1 comment  ·  Items  ·  Admin →
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  13. 1 vote
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    0 comments  ·  Integrations  ·  Admin →
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  14. Sales, Expenses and Receipts Report

    Currently "Sales and Expenses" data is only available from the dashboard and not separately under reports section limiting one to see data of 12 months/current FY or previous FY. It will be great if another dedicated report is added under reports section where one can see this report based on one's own filters like compare sales, expenses and receivables of last 5 years YOY or MOM or quarter wise!

    14 votes
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    0 comments  ·  Dashboard  ·  Admin →
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  15. Foreign currency convesrion should be include in the invoice

    We need to put exchange conversion rate in INR in all our foreign currency invoices.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Unique email for recurring invoices

    a function to send recurring invoice with a unique email content instead of a generic one.

    4 votes
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  17. Draft invoice date automatically updated when sent

    We often use draft invoices to keep track of ongoing work and then send the invoice once the work is complete, the problem is the invoice date is fixed at the date the invoice was created which can cause problems when the invoice becomes overdue earlier than it should.

    Currently we have to remember to edit/change the date every time we send a draft invoice but I'd like the default to be today's date or at least have the option to specify this behaviour in settings.

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  18. USPS Shipping Integration

    Need United States Postal Service shipping integration. Right now it's the only thing from saying the ZOHO is perfect for our company. It would be nice to be able to attach a tracking number to an invoice/sales order. Right now we have to use Stamps.com and manually update our PayPal with shipping info.

    23 votes
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  19. overdue and draft invoices to be up top in the transactions list in the contact profile.

    Hi, i would like the overdue and draft invoices to be up top in the transactions list in the contact profile. it is much easier to get invoices settled this way.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  20. Need an invoice option to categorize the charges by date

    For service providers, such as consultants, who work on multiple projects for the same customer each day, it would be helpful to be able to provide the customer with an invoice organized by day - showing the breakdown of which projects were worked on and the time spent per project on that specific day.

    3 votes
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