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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.

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. Option for Cancelling Estimates

    Have the ability to cancel an estimate / quote. Not always are the quotes declined, but cancelled for other reasons. When I review my Accepted vs Declined, I receive an inaccurate decline number because I want to keep all quotes for future purposes, rather than deleting them.

    23 votes
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    2 comments  ·  Estimates  ·  Admin →
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  2. Allow users to flexibly add columns to report "Payments Received" (comment, sales person, days outstanding, etc.)

    As a user I would like the ability to flexibly add columns to a report, for instance "Payments Received." We use the comment field. Others use sales person. We would also like to track days outstanding. This should be available on all reports, not just on Invoices or Payments Received.

    29 votes
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    4 comments  ·  Reports  ·  Admin →
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  3. Integrate with Quickbooks online plus a must

    I love zoho invoice! Unfortunately, it needs to integrate with Quickbooks Online Plus for me to be able to continue to use it. I need this feature asap, or will have to find alternative invoicing solution.

    Best,

    Ryan

    3 votes
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    0 comments  ·  Integrations  ·  Admin →
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  4. Recurring Estimates

    Add the capability to have recurring estimates, as many clients need to add PO numbers and sign off before invoicing, and this needs to happen prior to invoice.

    22 votes
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    1 comment  ·  Estimates  ·  Admin →
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  5. Option to select discount type while creating invoice or estimate

    It would be nice is when you are creating a Estimate or invoice to have the option to select whether to discount at the item level or at the Totals level.

    Because you do have situations when you want to discount one particular item but not the other and its a pain that we have to go to setting and change the template for the one quote and then have to go back and change it back again.

    9 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Create a task for Projects in Zoho Invoice based on the associated custom field in Zoho CRM

    What we want to achieve is when we create a task/event in Zoho CRM with new custom fields to match the fields in Zoho invoice, it will create a task in Zoho invoice (timesheet) for the products.

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  7. Assign due date to tasks

    I'm just working through your app to see if it can suit my freelance studio's needs...
    The one thing I haven't been able to work out (and maybe it just isn't there?) is how to assign a date to a task.

    I mean that would be great in managing tasks and seeing the deadline approaching.

    2 votes
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    0 comments  ·  Projects  ·  Admin →
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  8. Wish to see a list of customers against the price list associated with them.

    wish to see a list of customers against the price list associated with them.

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  9. Track commissions

    I would like to know how I can track commissions for my sales reps.

    For example:

    A customer orders $1000 from Sales Rep A at 10% commission rate. We invoice the customer. 30days later the Customer pays their bill, we pull up a report Sales Rep commissions revenue based. So the report shows us 100 commission payable.

    Example B
    A customer orders 50000 from Sales Rep B at 5% commission rate. We invoice the customer. the customer never pays their bill ( they declare bankruptcy ) If we were to pull up the Sale Rep commission revenue based report we…

    41 votes
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    7 comments  ·  General  ·  Admin →
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  10. Hi. Let me just say your feedback and suggestions portal, and promptness of reply, is spot on. Can I please suggest in the Timesheet>Proj

    Hi. Let me just say your feedback and suggestions portal, and promptness of reply, is spot on. Can I please suggest for the web version in the Timesheet>Projects list we can organise the list in terms of date, where most recent projects appear at the top. Thanks

    1 vote
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    0 comments  ·  Projects  ·  Admin →
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  11. Create invoice for multiple projects in Zoho Projects integration

    Allow users to create a single invoice for multiple projects in the Zoho Projects and Zoho Invoice integration.

    1 vote
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    0 comments  ·  Integrations  ·  Admin →
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  12. Reminder for real-time counter

    Pop up window for a reminder for real-time counter still running... after a specific time

    3 votes
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  13. Change the characters (bold, underline, change the color ..) in detail articles.

    Hello,

    is it possible to change the characters (bold, underline, change the color ..) in detail articles.
    I need to create titles in my quote

    Thank you

    10 votes
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    0 comments  ·  Admin →
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  14. Record timesheets in days instead of hours

    This feature will help in creating timesheets as days/month and set a rate/day.

    174 votes
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    15 comments  ·  Projects  ·  Admin →
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  15. Ability to insert items anywhere in the invoice

    In our business (water well services) we often have more than one visit to a well or windmill. this means I have more than one entry for labor. I like to describe the work done on each visit, listing them separately. I often wish I could insert new data where I want it to be instead of having to only add onto the bottom. I usu. have to open up a new instance of the invoice so I can use it for reference and then edit another instance of it, deleted and rearranging the items as I want them. very…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. Rounding down the calculated tax amount

    Would like to round down the calculated tax amount, according to the business practice of Japan. But it seems that the system rounds off the tax amount.

    For example

    If the total amount is 111yen, its 8% will be 8.88yen. Would like to make the tax amount as 8yen, but the system calculates as 9yen.

    35 votes
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    1 comment  ·  Admin →
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  17. Import price list and description of customers

    Import price list and description of customers and link it to imported invoices

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  18. Mark up credit card payments

    Mark up credit card payments by specific amount. (Since Markup in price list changes the rate for every entry and this will confuse customers.)

    1 vote
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    0 comments  ·  Items  ·  Admin →
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  19. Notify or block users from generating an invoice related to an order that has been previously invoiced

    Currently I am able to create an invoice with the exact same order number as an order that has been previously invoiced. I would like to see a notification appear when the same order number is entered on an invoice to avoid creating a duplicate invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  20. Automated Reminders: Net EOM30

    Hi, I'd love to be able to send automated reminders based on time elapsed since end of month (EOM) - in other words, if a client hasn't paid after 30 days since the end of the previous month, a reminder gets sent.

    11 votes
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    0 comments  ·  Payments  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello there,

    We are glad to inform you that, now you can send automated reminders based on time elapsed since end of month.

    We have added two new payment terms in our Zoho Invoice Products.
    1. Due end of the month
    2. Due end of next month

    If you have any queries, write back to support[at]zohoinvoice[dot]com and we would be glad to assist you.

    Cheers,
    Reshma.

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