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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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1140 results found

  1. Work order creation?

    I think it would be a great idea to add the work order creating as well.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. Edit items table in customer statement

    One option i didn't see is the option to edit the items table in customer statement templates ! This would be a good thing to add on the website !

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  3. 4 votes
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    0 comments  ·  Reports  ·  Admin →
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  4. Add a new field "Name" (or "Item Name") to "Expense"

    Hi,

    Why the create an expense does not include a name (or item name) ?
    It looks really odd that the expense is recorded without a name, right now i have to type in notes.

    Since it is in notes, it does not show in my auto weekly email received.

    Everything has a name, don't you agree?

    Simon Li.

    4 votes
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    0 comments  ·  Expenses  ·  Admin →
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  5. Portugal SAF-T PT. compliance

    Portugal SAF-T PT. compliance

    we move our company to Portugal and every month we MUST send our invoice to the tax office in accordance with the Portugal SAF-T PT. compliance. Is ZOHO compliante? has the required api?

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. User Hourly Billing Rate To add in new user creation module

    Hello,

    I have many users working on many projects in the frame of your timesheet. It would be very good to add an option from the creation of the user thanks to which we would directly key in their hourly rate. I would avoid us to write it again for each project.

    4 votes
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    0 comments  ·  Projects  ·  Admin →
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  7. Card authorization form/signature

    ability to have clients sign a payment authorization form when making a payment

    4 votes
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  8. Expense handling fee

    Add a selection, similar to the tax option for Contacts, for adding expense handling fee (%) to invoice.

    4 votes
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    0 comments  ·  Expenses  ·  Admin →
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  9. India GST Style Template be created in the Simple or Compact Template.

    Hi

    Can the Standard - India GST Style Template be created in the Simple or Compact Template.

    It will be really helpful

    4 votes
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    0 comments  ·  GST India  ·  Admin →
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  10. 4 votes
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    0 comments  ·  Mobile apps  ·  Admin →
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  11. Ability to add comments to contacts in the mobile app

    Ability to add comments to contacts in the mobile app

    4 votes
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  12. Add PaySera as payment gateway

    Basically it's the only gateway that works in Cyprus besides PayPal. I'm having problems with PayPal.

    4 votes
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  13. More fiscal years in the past at the dashboard. The last three years for instance.

    I would like to see more fiscal years to compare with at the dashboard

    4 votes
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    0 comments  ·  Dashboard  ·  Admin →
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  14. Allow a new expense to be added to an existing invoice or closed invoice

    I would like a feature that would allow you to tie an Expense to an existing Invoice. For Example, in my business I sell items that I may not have in my personal stock, but my vendor will ship directly to my customer. I will invoice my customer and collect payment, then I will contact the vendor to ship the item. I pay the vendor directly. So technically the expense is billed and covered by the customer, however at the time of the sale the billable expense amount is not known to me until after the customer invoice has already…

    4 votes
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    0 comments  ·  Expenses  ·  Admin →
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  15. 4 votes
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  16. It would be awesome if when creating an invoice from a timesheet we could group the tasks by date.

    It would be awesome if when creating an invoice from a timesheet we could group tasks by date into a single line item. Currently we can group the same task time entries together into one line item on the invoice but not able to group several different tasks together by date as line item.

    So for example if I track time to tasks 1, 2, 3, & 4 on a project for January 10th, I would like to be able to group all 4 tasks together as one line item on my invoice.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. Greater Zoho Projects and Zoho Invoice Integration

    It would be very helpful if Zoho Projects could be more seamlessly integrated with Invoice. To me this translates to full integration:
    - all projects in Projects are visible in Zoho Invoice
    - any changes made to budgets, hours worked, etc. show up in both programs in real time.
    - Time clock in Invoice also available in Projects - when recording hours in Projects, they become visible in Invoice.

    4 votes
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    0 comments  ·  Projects  ·  Admin →
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  18. pls make sure to see refund status &partially refund on invoice list

    pls make sure to see refund status &partially refund on invoice list

    4 votes
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    0 comments  ·  Payments  ·  Admin →
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  19. Individual Billable Expense Items on itemized transactions

    Allow individual items as "Billable Expense" on an Itemized (split) expense entry; leaving an option for the whole transaction to be billable. If I recall, all items in a split transaction have to be included on the Invoice, and cannot be separated.

    I create itemized (split) expense transactions so as to consolidate/"clean up", and closely reflect the invoice from my vendor, without having multiple lines with the same Date, Expense Account, Reference #, and Customer.

    In theory, I would have one transaction line showing "(split)" in the Expense Account, and the sum total for Amount. (see example below)

    EXAMPLE:
    Date…

    4 votes
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    0 comments  ·  Expenses  ·  Admin →
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  20. Start timer for a previous days task without having to log the same task because its a new day

    It would be very handy if I could just start a timesheet from the day before without needing to log the same task over and over again every day I need to use the same timesheet

    4 votes
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    1 comment  ·  General  ·  Admin →
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