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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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130 results found

  1. Digital Signature for Estimates/Invoices

    Add the capability to have clients add their digital signature to estimates and Invoice

    630 votes
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    52 comments  ·  Estimates  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Dear customers,

    We are so happy to announce that the much-awaited Zoho Invoice – Zoho Sign integration is live! You can now digitally sign your estimates and invoices before emailing it to the customers. Also, you can receive the customers’ signature while they accept the estimates.
    (Note: This is not available for the Indian edition of Zoho Invoice).

    Here is a help doc for your reference:
    https://www.zoho.com/invoice/help/integrations/sign-integration.html

    Please feel free to share your feedback to support@zohoinvoice.com or on Twitter (@ZohoInvoice). We would love to know!

    Cheers,
    Reshma

  2. Integrate with iDeal payment gateway

    185 votes
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    33 comments  ·  Payment Gateways  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    We are so glad to inform that using the Zoho Invoice – Stripe integration, you can now receive payments through iDEAL.

    If you are yet to set up the Stripe integration, please make sure to enable both “Credit card” and “iDEAL” payment methods while setting up the integration (under Settings > Integrations > Online payments > Stripe).

    In case you already have the Stripe integration set up, you can choose the “Edit settings” option (under Stripe integration) and include ‘iDEAL’ payment method.

    In addition, please ensure you’ve enabled iDEAL payment method inside your Stripe account too.

    If you have any questions, feel free to reach out to support[at]zohoinvoice[dot]com

    Happy invoicing!

    Regards,
    Reshma

  3. Timesheet approval to customer

    We like to send a completed timesheet towards our customer for approval, without sending the price details. either by e-mail or through the customer portal.

    77 votes
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    5 comments  ·  Projects  ·  Admin →

  4. Custom template for the receipt

    It's a necessity to have custom template for the receipt.
    Different country have different law regarding the details that goes in the receipt.
    At the moment we have to use 3rd party app to create the receipts.

    73 votes
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    Completed  ·  3 comments  ·  Invoices  ·  Admin →

  5. Integration with Zoho Support (Zoho Desk)

    Option to create invoices in Zoho Invoice for the time spent on tickets in Zoho Support (Zoho Desk)

    68 votes
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    7 comments  ·  Integrations  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    We are glad to let you know that you can now integrate Zoho Invoice with Zoho Desk. The integration allows you to create invoices and estimates for your tickets in Zoho Desk and in addition, you can create invoices for the time entries in Zoho Desk as well.

    To know how to set up the integration and how it works, you can refer this link.
    https://help.zoho.com/portal/kb/articles/setting-up-zoho-finance-suite-integration

    You can share your feedback to support[at]zohoinvoice[dot]com anytime.

    Cheers!
    Reshma.

  6. Print original, duplicate, triplicate & quadruplicate in invoices

    Generally when we print our invoices we take 4 copies. Each copy will have on the header region
    "Original for Buyer" - 1st copy
    "Duplicate for Transporter" - 2nd copy
    "Triplicate for Assessee"- 3rd copy
    Extra -4th Copy

    This is as per our sales tax rules in our state.

    60 votes
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    12 comments  ·  Invoices  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    In Zoho Invoice, you can print 2/3/4/5 copies of the invoice. This enhancement has been rolled out a while back and we are sorry that this space wasn’t updated.

    You can change this preference in Settings > Preferences > General.

    Note: This option is available only to the Zoho Invoice organisations that belong to the Indian edition.

    Regards,
    Reshma

  7. Weeks starts on Monday

    Simple request...in Europe the week simply starts on monday and its confusing to log time on calendar that starts on sunday
    Thanks

    54 votes
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    4 comments  ·  General  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    We are excited to let you know that Zoho Invoice now allows you to set Monday as the start day of the week. Just head on to Settings > Preferences > General and you’ll have the option to set Monday as “the first day of your work week”.

    Give it a spin and share your feedback to support[at]zohoinvoice[dot]com

    Happy invoicing :)

    Regards,
    Reshma.

  8. Accept Estimates without a portal login

    Freshbooks gives the user a unique url for the estimate and automatically logs them in. Avoiding the portal login requirement. zoho invoice should do the same. alot eaiser for customers to accept estimates when they dont need to login.

    54 votes
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    1 comment  ·  Estimates  ·  Admin →

  9. Dollar discount

    Instead of offering a discount percent there should be the option to supply a dollar amount discounted. So instead of 15% off I may just want to give them $10 off.

    44 votes
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    4 comments  ·  Invoices  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hello everyone,

    We are happy to let you know that in Zoho Invoice, you can apply a flat rate discount at transaction-level for all entities like estimates, invoices etc., This is available in all the editions now.

    To try it out, just make sure you’ve set the discounts to be at “Invoice level” under Settings > Preferences > General.

    You can share your feedback to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

  10. Display project name in invoice header

    Currently, when creating an invoice, you can choose to display the project name in the item name. This creates unnecessary repetition. Please add an option, either in the "project invoice information" or, more likely, in the template setup, to display the project name in the invoice header (i.e., the section that contains customer name, invoice number, etc.)

    Also, the requirement to show in item name at least one of the following: Project name, task name, staff name should be removed. In other words, I would like to show only the item description.

    37 votes
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    Completed  ·  4 comments  ·  Projects  ·  Admin →

  11. Multiple languages

    Associate language to a customer so reminders and notifications can be sent in their language and also the ability to group customers so a particular language can be associated to them.

    37 votes
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    2 comments  ·  General  ·  Admin →

  12. Desktop time tracking widget

    It would really be great if there was a desktop time tracking widget with per project list. I currently use Billings software for this, which they've done very well, but I would really like to make the switch to zoho invoice. This is really an important feature for me. I jump back and forth between projects constantly, so it's really important for this to be easily done.

    36 votes
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    Completed  ·  5 comments  ·  General  ·  Admin →

  13. Detect if clients open emails OR specify SMTP sending server in account

    It would be really usefull to know if the client has receive the invoice, if he opened it, etc.

    Otherwise if we could specify in our settings, the smtp server to use to send the emails (ex.: Mandrill).

    35 votes
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    6 comments  ·  Invoices  ·  Admin →

  14. Payment integration using Square

    Would love to see integration to pay using Square. So easy to use for both clients and merchants.

    34 votes
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    Completed  ·  1 comment  ·  Payments  ·  Admin →

  15. Email delivery and read receipts and notifications

    It would be good to get notifications on email delivery and read receipts and notifications

    30 votes
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    3 comments  ·  Estimates  ·  Admin →

  16. Automatically apply credit amount to the client's next invoice

    When I add a credit note to a customer's account, I have to apply it after their next recurring invoice has been generated. This means they get an invoice showing that they owe money, then after I manually apply the credit, they get a note showing the account as paid.

    Can we automatically apply a credit note to any subsequent invoices, so they are only invoiced for the balance due? It seems a bit tedious to have to go back and manually apply the credit note. Another option is allowing the customer to apply the credit. It doesn't seem that…

    28 votes
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    9 comments  ·  Recurring Invoices  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Dear customers,

    We are happy to inform that in Zoho Invoice, you can now automatically apply the unused credits (which includes both credit notes and excess payments) for upcoming recurring invoices.

    You can enable this option by switching to Settings > Preferences > Recurring Invoices. Here’s our help guide for reference:

    https://www.zoho.com/invoice/help/recurring-invoice/recurring-invoice-preferences.html
    (Look for ‘Auto-apply excess payments and credit notes’)

    You can give this a spin and let us know your feedback at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  17. pay all invoices in one transaction

    Please allow customers to pay all due invoices in one transaction and apply payments on all selected invoices. I am coming from FreshBooks, and that is an available option. When customer has multiple invoices, clicking pay now gives them an option to combine rest of the outstanding invoices and pay them all at once. Should not have to pay multiple invoices individually. Annoying for customer and the additional fees for us..

    27 votes
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    3 comments  ·  Invoices  ·  Admin →

  18. Daily Report Scheduling

    Add the ability to schedule "Daily" reports. Currently the shortest frequency is weekly report scheduling.

    27 votes
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    0 comments  ·  Reports  ·  Admin →
    Completed  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We are glad to inform that you can now set up daily scheduling for reports. This option is currently supported in the Standard and Professional plans of Zoho Invoice.

    You can try this out and share your feedback directly to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  19. Deduct from Retainer before sending Invoice

    What i have noticed, is when i generate and invoice, i have to
    1. Save it first
    2. Deduct the Invoice amount from the Retainer
    3. Then finally send it off to the client

    What would be much more idea.
    1. Invoice is created.
    2. Zoho Checks to see if there is funding in the Retainer account
    3. Just below the invoice, Zoho, shows u how much is in retaner
    4. Zoho, then shows u a [ ] check box, asking you if you would like to deduct the invoice amount from the retainer
    5. Once you click the check…

    26 votes
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    Completed  ·  5 comments  ·  Invoices  ·  Admin →

  20. Add images to items in Estimates

    Add images to items it will be very nice to have
    to send a clint the item image with the estimates

    26 votes
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    Completed  ·  1 comment  ·  Estimates  ·  Admin →
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