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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  1. A language for each user

    When we work in a multinational, each user can select his own language.
    That makes it easy for the users to work with the system, but allows also to the customer to receive an invoice in his own language.

    31 votes
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    Under review  ·  6 comments  ·  Users & Roles  ·  Flag idea as inappropriate…  ·  Admin →

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  2. User Roles

    User role enhancement. Inviting customers to view and create orders for themselves in the software

    10 votes
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    Under review  ·  0 comments  ·  Users & Roles  ·  Flag idea as inappropriate…  ·  Admin →

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  3. users - filter

    Hi,

    It would be a great enhancement to be able to filter on users. Active - Inactive, sales role, custom roles...

    Hope you like this idea!

    6 votes
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    0 comments  ·  Users & Roles  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Users can add expenses without seeing ANY financial information about clients

    Currently, when Users are given permission to add expenses they must be given permission to View Clients in order to select a client to associate this expense with. A side-effect of this is that they can then see how much the client owes the company. It would be really good to enable staff to add expenses for clients without seeing this confidential financial information.

    6 votes
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    1 comment  ·  Users & Roles  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Quickly add one user to multiple (or all) projects

    Quickly add one user to multiple (or all) projects - I've added a new user and wish to add him to 50+ projects without having to edit each individual project

    3 votes
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    1 comment  ·  Users & Roles  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 3 votes
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    1 comment  ·  Users & Roles  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Need to be able to sent user permissions to only allow viewing of invoices/estimates created by themselves or admin.

    Need to be able to sent user permissions to only allow viewing of invoices/estimates created by themselves or admin.

    2 votes
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    1 comment  ·  Users & Roles  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 1 vote
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  9. tag invoices created by staff

    invoices written by staff should have a unique tag, for instance in my case my staff are paid commission so i need to separate which invoices ive created and which my staff has created to easier manage payroll

    1 vote
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  10. Ability to change sales rep contact info

    It would be great to be able to 'select sales rep' and have it change or add further email & number into the estimates/invoices? Currently it only displays 'sales manager'? We need to have email and mobile contact!

    1 vote
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  11. Field Permissions

    Would like the ability to configure permissions per user role for each individual field of an invoices and contacts so that certain users cannot modify or enter data into certain fields. Also to hide fields from roles.

    1 vote
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  12. allow multiple salespersons to write invoices for same client yet be able to veiw only what they sell

    I have multiple technicians provide services to the same large client. I would like to be able to have each one be able to veiw only the invoices they personaly write. otherwise i have to send multiple statements to the same client

    1 vote
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  13. Restrict list of customers for a given profile

    When in Zoho Invoice/ Reports for any profile, press Customise Report:

    then drop down to view Customer Name

    A user can see the name of all customers not just the ones they are/or have been assigned to. This is not great for providing access to time sheet functionality to Contractors who you might not want to be able to see full customer list.

    1 vote
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  14. Restrict user roles

    Users, even though they cannot view customers or their information can access the "Create invoice" page. While they are unable to create an invoice they are able to view customer emails. If we are keeping information from customers and employees confidential this does not help. Would like users to not be able to contact customers whatsoever.

    1 vote
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  15. Emploee to hav right to add time entries for another coworker, yet not seeing details about everybody hourly rate

    Right now when I give an employee the right to manage time entry for another coworker, he automacitally access details about all user´s hourly rate and more... in timesheet/project/users

    Could the admin right be restricted to JUST adding time for others yet not seeing anothe details about them, appart from the time entries?

    The idea is to let emploees having PC skills to manage timesheets for other, but not seeing ANY other company´s private details

    Thanks

    1 vote
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  16. User restriction feature.

    Zoho invoice could add an extra feature which does not allow a user to create an invoice unless an estimate is being created by another user/users to even a particular user.

    1 vote
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  17. Add an additional user for a fee in zoho invoice

    Even if am on a subscription i need to be ableto add an additional user for a fee.

    1 vote
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    Hi there,

    In Zoho Invoice, the Professional plan offers 10 users as part of the subscription.

    If you would like to add more than 10 users, you can very well reach out to support[at]zohoinvoice[dot]com with the number of additional users you would like to purchase and our team would be glad to help you out.

    Happy invoicing!

    Regards,
    Reshma.

  18. Your password reset isnt working.

    I reset twice, successfully with no email

    1 vote
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  19. Remove Users from Projects by marking them "Inactive"

    I have multi-year projects, where staff changes are common. I can't delete the user from the Project, because they've already entered time (which has been invoiced) - but, at this point, over 60% of the people assigned to any of my long-standing projects are no longer involved

    1 vote
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    Hi Rick,

    If a staff would no longer be working for your projects, you can very well delete them. Deleting a user would not remove the timesheet entries logged by that user. It would still be in the system and you can very well invoice your clients for those unbilled entries.

    If you have any other doubts on this, you can reach out to support[at]zohoinvoice[dot]com.

    Cheers,
    Reshma.

  20. Zoho Invoice - Location/IP restriction for user access

    Currently, users of zoho invoice can access their account from anywhere. This is not good as we would not want our staff to access company data when they are not present in the office.

    An IP restriction would be a great feature helping to safeguard company data.

    Regards,
    L

    1 vote
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    Hi there,

    We understand your concern and we would like to let you know that it is possible to set a restriction based on the IP address from which the user is trying to access the app.

    Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.

    Regards,
    Reshma.

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