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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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  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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346 results found

  1. credit card surcharge

    Add feature so you can automatically add a credit card surcharge if that payment option is followed.

    600 votes
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    56 comments  ·  Invoices  ·  Admin →
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  2. Merge invoice

    Hi Zoho Invoice is great invoicing app, but if you could add the feature where we can merge multiple invoices together for the same customer, it would be awesome. For customer who have multiple invoices open with us it is aggravating to keep on receiving different invoices and they have complained multiple times, we have tried sending them a statement but they are not happy with that since it shows totals but no explanation of the invoices.

    403 votes
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    28 comments  ·  Invoices  ·  Admin →
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  3. sub item in invoice and estimation

    Adding a feature which allows sub items to be added to the invoice will further enhance zoho invoice.

    This feature is very helpful for business which sells goods for example same work table but with different sizes, doors, photo frames etc.

    220 votes
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    10 comments  ·  Invoices  ·  Admin →
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  4. Deposit Invoice & Multiple Invoices

    One project can have a payment schedule with 4 separate payments:
    1 - Deposit
    2 - 25%
    3 - 15%
    4 - 10%

    Most clients require separate invoices for each payment. At the moment you can't do a single invoice total with 4 different invoices that are tied to that invoice total.

    190 votes
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    10 comments  ·  Invoices  ·  Admin →
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  5. multiple overdue invoices statement

    If there are multiple overdue invoices for a single customer, instead of sending multiple reminders for theses invoices it would be better if an automatic statement is sent which lists all the unpaid invoices, their statuses and the respective due dates.

    128 votes
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    4 comments  ·  Invoices  ·  Admin →
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    Hello everyone,

    As a first step towards meeting this requirement, we’ve provided the option to attach the list of unpaid invoices and send it to your customers. It will be available while choosing to email the customer statement.

    You can take a look at this help document to know the steps:
    https://www.zoho.com/invoice/help/contacts/contact-actions.html#send-customer-statement
    (Refer “Send list of unpaid Invoices”)

    Earlier, the customer statement cannot be customized to filter a specific set of invoices and we believe this enhancement of sending the list of unpaid invoices alone would serve as a workaround :)

    We’ll keep you posted on any further progress on this.

    Cheers,
    Reshma.

  6. more invoice auto numbering options must be implemented for same organization

    we have 2 diferent kind of clients and services and they are marked with different simbol at invoice numbering (1-1-001 is one and 1-2-001 is secound). We would like thoose invoices to be separated for easier accunting laters ...

    125 votes
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    6 comments  ·  Invoices  ·  Admin →
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  7. Subtotal for group of items

    This feature will enable the customer to have subtotals for a particular group of items in the Invoice.

    113 votes
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    8 comments  ·  Invoices  ·  Admin →
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  8. 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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  9. 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.

    Vote!

    Thanks!

    44 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. 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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  11. 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.

    40 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. Add a European invoice template for windowed envelopes

    In Europe, it's quite common to send out invoices in an envelope that has a transparent window in it, so that addresses printed on the top right-hand side of the invoice shows through. That way, we don't need to print an address on the envelope or provide a sticker. Unfortunately, none of the provided templates match this workflow. Even if we choose the 'European style' template, the client address occurs too low from the header. I've tried to remove the company logo, set margins to 0, but still, the client address occurs too low to fit in the transparent window.

    35 votes
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    7 comments  ·  Invoices  ·  Admin →
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  13. Italy invoice XML form export. Italian Gevernemente requires this documents from January 2019

    Hello,
    zoho invoice will be prepared by the end of this year to electronic invoicing (xml and sending) according to the new Italian legislation?

    Please give us an answer so that we can organize quickly.

    Thanks to the availability

    PS. Consider that it is mandatory therefore not to update your system will make you lose all Italian customers by the end of the year 2018.

    31 votes
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    3 comments  ·  Invoices  ·  Admin →
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  14. Fatturazione elettronica

    Compatibilità con gli standard previsti dalla fatturazione elettronica in Italia che entreranno in vigore nel 2019

    31 votes
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    Not For Now  ·  7 comments  ·  Invoices  ·  Admin →
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  15. Add a subtotal line at bottom of invoice for labor. Currently subtotal combines labor and items but I need to show labor separately.

    Add a subtotal line at bottom of invoice for labor. Current subtotal combines labor and items but I need to show labor separately.

    30 votes
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    3 comments  ·  Invoices  ·  Admin →
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  16. Payment schedule

    Be able to set amounts and dates for multiple payments on an invoice such as $250.00 Due now, $150 Due 11/20, $150 Due 12/20, Etc

    27 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. Standard EU invoice format

    Hello,

    a new XML format for electronic invoices will soon be implemented in Germany called XRechnung. Are you planning to implement this standard in the foreseeable future within Zoho Invoice?
    See info of European Commission: https://ec.europa.eu/cefdigital/wiki/display/CEFDIGITAL/eInvoicing+in+Germany

    Thanks!

    25 votes
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    2 comments  ·  Invoices  ·  Admin →
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  18. Send Snail Mail Automatically in Recurring Invoice

    Instead of automatically sending Recurring Invoices via email, it would be nice if the invoices could be automatically sent via Snail Mail.

    Toggle
    [ ] Send Via Email; or
    [ ] Send Via Snail Mail

    25 votes
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    5 comments  ·  Invoices  ·  Admin →
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  19. Inventory Capability

    Add Inventory Tracking, Reordering, Cost & Wholesale Pricing Inputs.

    23 votes
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    0 comments  ·  Invoices  ·  Admin →
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    Hi there,

    Hope you are doing good!

    Since Zoho Invoice revolves around the sales spectrum of your business, the purchase cycle and thereby managing the inventory is not possible in Zoho Invoice directly.

    However, you can use Zoho Books for this. It’s an accounting tool and a super-set of Zoho Invoice. Zoho Books has everything that Zoho Invoice has; In addition, you can track your inventory and set up reorder notifications when your stock reaches a set value.

    To upgrade your organization from Invoice to Books (so that all your data gets transferred to Zoho Books), please refer this link:

    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further questions on this, feel free to drop an email to support[at]zohoinvoice[dot]com. We would love to help you out :)

    Cheers,
    Reshma.

  20. Custom Invoice Filename

    Add the ability to change the name of PDF that is sent to customer
    Ex: INVOICE#####CUSTOMERNAME.PDF

    22 votes
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    2 comments  ·  Invoices  ·  Admin →
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    Hi,

    In the email preview page (the page that appears when you hit the “Save and send” option), if you scroll down and click on the invoice PDF title, you’ll be able to change its name.

    However, it’s not possible to automate the PDF filename such that the customer’s name appears after the invoice number. Sorry about that.

    If you have any other queries, you can write to support[at]zohoinvoice[dot]com

    Regards,
    Reshma.

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