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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. Deluge code edit form should be larger, or have a full screen option

    1 vote
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    0 comments  ·  General  ·  Admin →
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  2. Enlarge Payment Options Icon

    We really need to be able to Enlarge the Payment Gateway icon next to "Payment Options" for the payment gateway integrated with Zoho Invoice.

    Currently, the icon is so small that customers are unable to locate it to make online payments.

    3 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  3. Make labels for "Due by the end of this/next month" editable

    In France, payment terms are described either as net or "xx days end of month".
    "Due by the end of next month" do the job but I wish I could change this label for "xx days end of month" which is a mandatory legal information here in France.

    For example: "45 days end of month" means date of invoice + 45 days then last day of month (exactly end of next month in this case)

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. Allow clients to pay invoices using their credits in client portal

    Allow clients to pay their invoices with their credit in the client portal. At the moment we have to apply their credit to an invoice manually, it would be easier and quicker if clients could do this themselves.

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  5. Create SO (and PO) from Estimate

    After Estimates are accepted by customer we want to convert into SAles order and follow the Sales order process. Ealier we saw Convert to SO option. But now its removed. Convert SO option is required. Automatic conversion to SO if Accepted is also required.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  6. Needed updates on app Invoice and Estimate view

    When looking at the Invoice/ Estimate Please add these features.

    1. Click the address to get driving directions (this is in the customer view please add to the estimate and the Invoice View)
    2. be able to call the customer. (If you are looking at an estimate and want to call that client it is like 40 clicks, it is too difficult to call the customer about one invoice in particular.)
    3 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  7. Bulk categorisation of uncategorised transactions

    1) I set rules under Manage rules before importing statements.
    2) All the rules were applied and properly categorised by applying the rules when I imported.
    3) After a few months, I notice around 100 transactions were new for which ' Rule 'could not be set up as it was found after a few months of. the transactions were imported. I had linked my Bank for direct import.

    Here is the catch: Presently, I need to select each and every un-categorised transaction to categorise wasting precious manhour.

    It would be appreciable to bulk categorise such un-categorised transaction of the same…

    1 vote
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    0 comments  ·  Dashboard  ·  Admin →
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  8. ability to print a service tag label, example xxx123 that ties up to a service.

    ability to print a service tag label, example xxx123 that ties up to a service job.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  9. Customer status should trigger a Workflow

    Actually this should go under Automation category, but since there is no such, I enter it here.
    So, it would be great if a Workflow rule (Estimate module) could be executed the based on the following trigger:
    Customer status is Active.

    1 vote
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    0 comments  ·  Customers  ·  Admin →
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  10. add a new Invoice Template "BILL OF SUPPLY"

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  11. barclaycard

    Integration with Barclaycard would be nice as they are one of the biggest providers in the UK.

    3 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  12. Update your help pages!

    You know what would be nice? Not spending an hour of my valuable time trying to figure out how to edit a frikkin' address field in an invoice! Your help sections are out of date or just not correct. I just lost an hour I can't get back! You gonna reimburse for that??

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We are sorry to hear that! We totally agree that the self-service guides should be intuitive and up-to-date. We ensure to work toward this asap.

    We sincerely appreciate your taking the time in bringing it to us.

    Regards,
    Reshma

  13. Negative invoice

    I had modified an invoice to give a credit to a customer, but their software would not allow them to change it on their work order. They require me to send them a SEPARATE NEGATIVE invoice.

    This is very problematic for me.

    Maybe there could be an option "check box" that allows you to create a negative invoice???

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  14. Custom exchange rate source (e.g. local official national bank rate) for automatic conversions

    Custom exchange rate source (e.g. local official national bank rate) for automatic conversions

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. create bouton + and - to move article easy

    When I add a new article, it s in the end. I use the mouse to postion correctly. but it's not realy easy.

    1 vote
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    0 comments  ·  General  ·  Admin →
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  16. Remove the "GET PAID FASTER" ad. from my working space please!!!!!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. make your subscription plans cheaper for SME, Paying 149 USD per month is not easy for a startup business

    My title suggestion has said it all.

    1 vote
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  18. When exporting Invoices, the selection of fields should include Custom Fields related to the Customer.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. Choose send from multiple SMS numbers

    We use Twilio, but have multiple SMS numbers geographically. It would be really helpful to be able to select which number to use for each customer, so that the messages are delivered in the same region as the customer.

    3 votes
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    0 comments  ·  Integrations  ·  Admin →
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  20. ecomers

    we need all types payment acceptance on worldwide platform

    3 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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