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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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1150 results found

  1. Portal Access to multiple clients from one email address

    I find the protal access really useful for my clients so that they can always know where they stand with my account. However I deal with a marketing agecy who sends all their design work to me while managing the process. I invoice the client directly but the marketing agency is an integral part of the team. I would like to give the "middle man" portal access to all of the clients we work on together but I see this is not currently possible.

    86 votes
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    15 comments  ·  Client Portal  ·  Admin →
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  2. Convert multiple estimates into a single invoice with each estimate as a line in the invoice

    My clients want to have all of the work I do for them regrouped in a single invoice. I would like to be able to convert several estimates into one invoice.

    69 votes
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    1 comment  ·  Estimates  ·  Admin →
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  3. Facturas de abono

    Poder facturar en negativo para hacer facturas de abono

    66 votes
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    7 comments  ·  Admin →
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  4. Venmo Payments Option

    Venmo.com is a great way to request payment from clients. Ideally Zoho Invoice would integrate with Venmo so that when I send an invoice, it will request payment, or send me to the page to request payment, with the invoice amount and project name filled in.

    66 votes
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    8 comments  ·  Payment Gateways  ·  Admin →
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  5. An option to save different versions of the estimate

    61 votes
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    13 comments  ·  Estimates  ·  Admin →
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  6. Payu Latam

    Integrate with payu Latam . This is necessary for Latin American market. This is the real only payment gateway on Latin America .

    61 votes
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    8 comments  ·  Payment Gateways  ·  Admin →
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  7. Custom field for items

    I would love to option of addition custom field ti item. That was if I'm working with a points system, each item can have points attached to it them it can be calculated based on quantity of item.

    55 votes
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    3 comments  ·  Items  ·  Admin →
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  8. Integration with Dwolla (Payment Gateway)

    54 votes
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    9 comments  ·  Payment Gateways  ·  Admin →
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  9. A filter to look at the time of each user in the Calendar view in Timesheets

    49 votes
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    6 comments  ·  Projects  ·  Admin →
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  10. Option to Disable Invoice by Email

    Sometimes customers don't need the invoice, If I buy from eBay, amazon, rarely I get any invoices from the person where I bought the item - This is normal! Please add the option to disable emailing the invoice to clients.

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    Thanks!

    47 votes
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    2 comments  ·  Invoices  ·  Admin →
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  11. Ability to create and print a Sales Receipt

    Under the sales options, in addition to invoice, estitmate, etc,
    An Option for Sales receipt should be added

    Must has different receipt numbering, and not not be base on the invoice number
    Option to print on small size mobile receipt printers
    Option to print on small format receipt size paper settings.
    Must have on own print template, and not using the Invoice Template

    Motivation:
    In my country (and others), there is a differnece between a receipt and invoice.
    Receipts are mainly used for Cash Sales, after the payment has been made.

    Invoices are mainly used to submit to a client,…

    47 votes
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    4 comments  ·  Invoices  ·  Admin →
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  12. Skrill as a payment gateway would be greatly appreciated

    Skrill as a payment gateway would be greatly appreciated

    47 votes
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    6 comments  ·  Payment Gateways  ·  Admin →
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  13. PayUMoney / PayU Payment Gateway

    PayUMoney provides free gateway to merchants. Please integrate or provide hooks for generic gateway

    46 votes
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    2 comments  ·  Payments  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    While there is no direct integration between Zoho Invoice and PayUMoney yet, you can make use of the Razorpay integration, which supports payments through PayUMoney wallets.

    Yes ! Razorpay is an Indian payment gateway that supports payments through all the major debit and credit cards, UPI Payments, 50+ netbanking banks and popular wallets like PayUMoney.

    You can setup the integration using the steps mentioned here :

    https://www.zoho.com/in/invoice/help/integrations/online-payments.html#razorpay

    If you have any queries, you can reach out to us at support[at]zohoinvoice[dot]com

    Cheers,
    Reshma.

  14. Ability to add VAT to Retainer Invoices, as it is mandatory by tax law in EU.

    I would like the ability to add VAT to Retainer Invoices, as it is mandatory by tax law in EU.

    44 votes
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    Planned  ·  7 comments  ·  Invoices  ·  Admin →
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  15. Dual currency invoices

    I would love to have an option that would allow an invoice to have a total displayed in the local currency as well as a base currency (such as US$). This could be facilitated by the currency module and it would allow for invoicing in the local currency while also accepting payments through PayPal for those of us who live in countries where the local currency is not supported by PayPal.

    43 votes
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    1 comment  ·  Invoices  ·  Admin →
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  16. 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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  17. Automatically enable Client Portal through CRM

    Our company uses Zoho CRM and Zoho Invoice and they're integrated. It doesn't appear that there is an option to "enable client portal" through the CRM side. Therefore we have to create a contact in CRM and then go over to Zoho Invoice software and individually "enable" the clients portal. It would be ideal if we could enable the Client Portal through CRM or automatically "enable client portal" for all contacts in Zoho Invoice.
    Thanks - Jon

    39 votes
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    1 comment  ·  Client Portal  ·  Admin →
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    AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    Thank you for posting on our feedback forum.

    By setting up an automation workflow in Zoho CRM, you can enable the client portal access for your contacts (in Zoho Invoice) as and when you create them in CRM.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can help you set it up.

    Regards,
    Reshma

  18. Tips Payment

    I think it would be nice if Zoho could also record a tips payment from customer.

    Currently when a customer gave us a tip we can't include it into our Payment record. Instead, it will be noted as "unused amount" which we'll then have an option to return this excessive money.

    38 votes
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    5 comments  ·  Payments  ·  Admin →
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  19. Group Header

    We would like to be able to group articles under a common header. For example, in the same estimate, I want to sell articles regarding the "sound" and the "light"
    We would be able to have a "Sound" section with all the articles and the option to get a subtotal for this.

    38 votes
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    4 comments  ·  Estimates  ·  Admin →
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  20. Taxes in Dashboard

    I can't see how much taxes I collect during a period...

    38 votes
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    3 comments  ·  Dashboard  ·  Admin →
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