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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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1137 results found

  1. Notes Section

    Would it be possible to have a notes section that only the business where the Estimate/Invoice is coming from can see?

    We would like to have a section to add multiple notes for our estimates/invoices.

    4 votes
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    0 comments  ·  General  ·  Admin →
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  2. Printer friendly version of "contacts" in Zoho Invoice Please!!

    When I print off contacts and information sheets for my customers it is scattered, hard to read, and 2-3 pages long!! Please make an option for a printer friendly version so I can store a hard copy of all of my customer/contact info in with their files. Thanks.

    1 vote
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    0 comments  ·  Admin →
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  3. Signature integrated in "Email Contact"

    Have your signature available when you click "Email Contact" when under the customers contact information.

    6 votes
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  4. Create a recurring invoice from a sales oppertunity

    Convert an opportunity in to an invoice that can be billed every month. We are a SaaS provider and would like to make it easier for our accounts to make sure that new opportunities are not missed.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Payments via PayPal PLUS

    Customers should have the ability to pay the Invoice via PayPal Plus for German customers (SEPA-Lastschrift)

    1 vote
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    1 comment  ·  Payment Gateways  ·  Admin →
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  6. Auto Suggest (taken from your previous Tasks) you can easily edit when logging time into timesheets.

    Before i used Zoho I had used 'Paymo'. They had a very useful feature that Zoho does not.
    Whenever you type a 'New Task' as a timesheet entry it would be really good if an auto suggest kicked in. Auto suggest would pull from text from your own previous task entries. This saves you retyping project names and descriptions multiple times and allows you to reuse and easily edit previous task text instead.
    Auto suggest Example of previous typed task:
    "FILTER Wrapper Design PDF 1"

    Select it and easily edit the 1 to a 2 and submit
    "FILTER Wrapper Design…

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Font Colors in Notes and Terms & Conditions.

    It would be nice to change the Font Colors in Notes and Terms & Conditions.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Add HTML formatting to items and descriptions

    It would be great if we could add HTML (especially clickable links) to item descriptions.

    4 votes
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  9. opt out paper invoice

    introduce an opt-out paper invoice button

    5 votes
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    0 comments  ·  Client Portal  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi,

    We would like to know more about your requirement. It would be great if you could drop an email to support[at]zohoinvoice[dot]com, explaining the flow you would like to achieve in Zoho Invoice.

    Looking forward to your response.

    Regards,
    Reshma.

  10. Polish language support for client portal

    please add Polish language

    3 votes
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    1 comment  ·  Client Portal  ·  Admin →
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  11. Having the ability to archive an invoice when it no longer needs to be addressed

    Having the ability to archive an invoice when it no longer needs to be addressed, not showing up on the list. In the year 2015 do not want to see invoice from 2014

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. To much space taking up in invoice when mixing Task and Items.

    To much space taking up in invoice when mixing Task and Items.

    When i make an invoice, which includes Items and Task
    The Task rows (top) takes up to many space below the task.
    After the ITEMS has been listed, there seems to be a lot of BLANK white wasted space, which leads to just a small piece of text over flowing to page 2.

    Is it possible to adjust the space between the last item on the row, so that you don't have so many wasted space below

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  13. Be able to choose a specific contact for a project

    for a client we can have several projects wich are managed by a specific (different) contact

    7 votes
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    0 comments  ·  Projects  ·  Admin →
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  14. PayFast payment gateway integration

    152 votes
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    20 comments  ·  Payment Gateways  ·  Admin →
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  15. Upgrade icons and logos to retina HDPi resolution

    Icons and logo don't look good on retina displays. Outdated...

    3 votes
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  16. Tiered Pricing Model

    It would be good to have a tiered pricing model in the items

    For Example-
    100 for the first 25 devices
    50 for the next 50
    and 25 for rest

    23 votes
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    2 comments  ·  Items  ·  Admin →
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  17. Automatically calculate shipping charge based on Total Invoice value

    Ability to set up list of standard shipping charges. Shipping charge automatically calculated on Total Invoice value.

    I.e.

    If Invoice value<$100=Shipping charge of $10
    If Invoice value<$500=Shipping charge of $ 5
    If Invoice value>$500=Shipping charge of $0

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Share contacts between organizations

    I'm just getting started with Zoho and it is nice... but one thing I noticed is that if I setup a new organization, I have to setup contacts for it separately. It would be better if existing contacts could be used by different organizations.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  19. Ability to search client payment reference#

    Although clients should put my invoice number in the payment reference field so that I can trace the payment and match it with the correct invoice - they don't. Often they don't send a remittance either. It would be of great help to be able to take their (arbitrary) payment reference on my bank statement and search for it in my invoices in order to check it isn't registered against more than one invoice.

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  20. Need Pleaceholders for: Item Unit Price including TAX and Item Price After Discount

    My customers need to see Item price and Item price including TAX too!
    Please help.

    Also, we need to have Item Rate after discount placeholder

    1 vote
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