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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.

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1152 results found

  1. Enable exchange rate feeds automatically for the mobile app zoho invoice

    Mobile app zoho invoice need automatic exchange rate feature, that is available on the Pc and IPad versions. Using all three devices, but every time I use the mobile app on the run, I have to spend a lot of time to correct the rate. Right now this user friendly feature is not avalable for phone users

    3 votes
    1 comment  ·  Admin →
    How important is this to you?

  2. Sync email contacts with invoice.... Not sure why this does not already exist. Seems like a basic requirement to me.

    Email contacts should be able to sync with invoice.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  3. Allow for non-billable hours to be included at zero rate on invoices.

    Allow for non-billable items to be imported at zero rate on invoices. This allows for items to be shown on invoices but not billed for.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. Windows 10 Universal app

    Please create a Windows 10 Universal app for both desktop and mobile. The current apps that are available allow me to get by however they lack many features that are available on other platforms and the UI is out of date my many years.

    3 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?

  5. Need an invoice option to categorize the charges by date

    For service providers, such as consultants, who work on multiple projects for the same customer each day, it would be helpful to be able to provide the customer with an invoice organized by day - showing the breakdown of which projects were worked on and the time spent per project on that specific day.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  6. Option to bill per week - invoice to contain date range as line item

    When creating an invoice from a project, provide an option to group time sheet entries by week ending day (e.g. configurable to Sunday for example). This would result in an invoice line item for each week in a project.

    Currently, the options are to have each time entry on a separate line item or all time entries on a single line item

    3 votes
    2 comments  ·  Projects  ·  Admin →
    How important is this to you?

  7. webshop

    Hello we use Talex.se as our webshop and we want this to be integrated with our zoho system to use it as a complete buisiness master system

    3 votes
    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  8. Spanish characters search

    when I search on Spanish customers invoices containing (á, ó, é,... etc) not found

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  9. advance invoice inclusive tax

    is it possible that you can add the tax in the advanced payment?
    thanks for your feedback
    M.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  10. cash flow

    Hi, I love Zoho products. I post this feature: an overall cash flow report based on invoices, payments, expenses in a calendar way, to forecast day by day our money stock. Thanks in advance.

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  11. Include data for Trailing Twelve Months (TTM) in Dashboard

    When looking at my expenses (the pie chart), there are many options for time frame but no TTM. This makes it so I'm either looking at my Previous Fiscal Year (which doesn't update with new expenses) or This Year (which isn't over yet, so recurring costs like insurance haven't come up yet).

    TTM data would basically help keep the chart updated with new stuff (say I added a new yearly expense) while utilizing the previous year to fill in the gaps.

    3 votes
    1 comment  ·  Dashboard  ·  Admin →
    How important is this to you?

  12. Adding default tax per line item

    The option to automatically have the default tax set for every line item in an invoice.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  13. Receive payments using PayPal Integral

    Specially need for France customers

    3 votes
    3 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  14. Opciones de seguimiento en presupuestos para cerrar ventas

    Los presupuestos deberían tener mas opciones de seguimiento, con el objetivo de ayuda a cerrar la venta.

    Por ejemplo, incluir:
    - Opción de enviar recordatorios a los clientes y que puedan dar feedback.
    - Opción para agendar una fecha y hora de seguimiento, y que esta se envíe en forma automática por correo al vendedor.

    3 votes
    1 comment  ·  Estimates  ·  Admin →
    How important is this to you?

  15. Provide option to add multiple merchant accounts from a payment gateway

    Some payment gateways require a separate merchant account for each currency we wish to accept. This would work perfect because in that case collected payments can be deposited into separate bank accounts. However, currently, Zoho Invoice doesn't support multiple merchant accounts from a single payment gateway.

    3 votes
    0 comments  ·  Payment Gateways  ·  Admin →
    How important is this to you?

  16. Report on time between estimate and invoice

    It would be highly beneficial to me to be able to track how long the jobs take from estimate to invoicing as so that I can see which of my clients are the quicker decision makers and adjust future quotes for clients who take longer and require more adjustments and time spent. I am looking for a structure similar to the "time to pay" feature broken up into months so I can see at a glance who of my clients drag their feet and how new team members affect the time efficiency of the work completed.

    3 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  17. Receive notification on Record Payment

    It would be nice to receive a notification not only after an online payment but also when an agent manually record a payment. This notification should be also propagated to slack.

    3 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

  18. Export or print a list of projects with all the project tasks

    3 votes
    0 comments  ·  Projects  ·  Admin →
    How important is this to you?

  19. Minimum payment option

    It would be awesome if you could set a "Minimum amount due" that your client can pay after checking the "Allow customer to make partial payments for this invoice." option.

    This way you could send your client there full invoice at the beginning of a project, with a minimum payment do of %50.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  20. Finnish language

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
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