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Zoho Invoice

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If you have an idea for a new feature that you want to see in Zoho Invoice, then you've reached the right place.

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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. Several project invoice enhancements

    I just like to ask for a few enhancements:

    1. Add the possibility to specify the items to use to mount the item number and description just once, and then select the projects to include in the invoice, also add a simple option to include all un invoiced timesheets in a given perior or up to date

    so you speed up invoicing as you dont have to select for each project again and again the display data

    also add an option for sorting, grouping and page break like

    sort by date or sort by task
    group by task or group by…

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. CRM fields mapping and auto populating INVOICE fields

    When integrating CRM and Invoice or Books. Currently there are only a few fields that are pulled thru from CRM to Invoice / Estimate. Allow Mapping of Custom fields or standard fields in CRM to map and Populate fields in Invoice / Estimate.
    For example. Custom CRM field #1 = Custom Invoice Field #1
    or
    CRM Potential Name: = INVOICE Order Number

    21 votes
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    1 comment  ·  Integrations  ·  Admin →
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  3. Add an expense from a mail client

    Option to forward a receipt received from the vendor in email and create it as an expense in Zoho Invoice.

    5 votes
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    2 comments  ·  Expenses  ·  Admin →
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  4. Additional fields for Expense Reports

    Option to add our own fields like - Department, group, etc in Expense Reports.

    1 vote
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    2 comments  ·  Reports  ·  Admin →
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  5. Merge duplicate expenses

    Merge duplicate expenses into a single expense

    2 votes
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    3 comments  ·  Expenses  ·  Admin →
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  6. Split Expense

    Option to split the expense amount between staff or days

    0 votes
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    1 comment  ·  Expenses  ·  Admin →
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  7. User restriction feature.

    Zoho invoice could add an extra feature which does not allow a user to create an invoice unless an estimate is being created by another user/users to even a particular user.

    1 vote
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    0 comments  ·  Users & Roles  ·  Admin →
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  8. sub item in invoice and estimation

    Adding a feature which allows sub items to be added to the invoice will further enhance zoho invoice.

    This feature is very helpful for business which sells goods for example same work table but with different sizes, doors, photo frames etc.

    223 votes
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    12 comments  ·  Invoices  ·  Admin →
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  9. Add ability to invoice customer for all projects in a given time period

    1. Choose a time period
    2. Choose a customer
    3. Invoice that customer for work done on multiple projects during that time period. This would include: A. A cover page including a figure representing all time billed during the period on all projects B. Separate pages for detailed invoices for each project billed C. Ability to apply retainer invoice to the total time billed during the period, instead of separately to each project during the period
    8 votes
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    0 comments  ·  Projects  ·  Admin →
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  10. 2 votes
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    0 comments  ·  Projects  ·  Admin →
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  11. 179 votes
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  12. Conditional Logic

    Making fields appear on invoice based on conditional logic

    18 votes
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    0 comments  ·  General  ·  Admin →
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  13. Progressive Billing

    Bill clients when a percentage of a project is considered as completed.

    209 votes
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    21 comments  ·  Projects  ·  Admin →
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  14. Set hourly rate for a client

    Different clients offer different rates for services and hence an hourly rate per client helps to invoice easily.

    90 votes
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    6 comments  ·  Projects  ·  Admin →
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  15. Sales by country report

    Ability to analyze sales by country report with country code table included

    4 votes
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    1 comment  ·  Reports  ·  Admin →
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  16. Revenue by staff report

    Possibility of creating a 'Revenue by staff' report to indicate staff contribution and expenses incurred to decide their salary.

    17 votes
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    0 comments  ·  Reports  ·  Admin →
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  17. User Roles

    User role enhancement. Inviting customers to view and create orders for themselves in the software

    10 votes
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