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. email tracking

    Currently there is not a way to keep track of emails that have been sent, aside from copying yourself to the email.

    Sometimes I need to follow-up with clients who have not paid in over 30 days, and if I did not cc myself then I do not have a copy of the original email.

    I would like to see a copy of my email just incase I need to refer back to it.

    I know the CRM integrates with Zoho Mail, so something similar to that would work.

    287 votes
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    Planned  ·  15 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 33 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  3. USPS Shipping Integration

    Need United States Postal Service shipping integration. Right now it's the only thing from saying the ZOHO is perfect for our company. It would be nice to be able to attach a tracking number to an invoice/sales order. Right now we have to use Stamps.com and manually update our PayPal with shipping info.

    23 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 22 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  5. CRM fields mapping and auto populating INVOICE fields

    When integrating CRM and Invoice or Books. Currently there are only a few fields that are pulled thru from CRM to Invoice / Estimate. Allow Mapping of Custom fields or standard fields in CRM to map and Populate fields in Invoice / Estimate.
    For example. Custom CRM field #1 = Custom Invoice Field #1
    or
    CRM Potential Name: = INVOICE Order Number

    21 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Invoice and Calendar Integration

    Integrate events on the calendar with items in invoicing. Add something that searches a calendar within a date range, and then add the selected items to a new invoice.

    Ex.
    Search for "Store Cleaning" between 6/1/16 and 6/30/16
    Each time "Store cleaning" appears on the calendar would add a new item to the specified invoice.

    This would be helpful for maintenance that recurs every month, improving on the current system of recurring invoices by allowing for months that have more of a certain day then others.

    For example. A certain job is always performed on Wednesdays. June has 5 Wednesdays,…

    17 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Add Estimates within Zoho Projects Integration

    Zoho projects is a great way to colloborate on an estimation and it would be nice to add this to allow us to quickly send out an estimate based on the time allotmant on tasks.

    13 votes
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  8. Integration with JotForm

    Integration with JotForm

    7 votes
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  9. Single sign-on with Zoho Desk

    Currently, customers have one login to the Zoho Desk and a separate login to zoho Invoice. Systems should integrate, when an account is created for invoicing, should allow login to support portal and vise-versa. Also, should have the ability to deny specific users from accessing invoices (only allow support portal access). And allow us to set super-user client that can deny access to invoices for users under their company.

    6 votes
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  10. Integrate with ESP's

    Add integrations with ESP's like mailchimp, sendgrid, campaign monitor, mailwithus,... with support for transactional mailing to the extent to support a fine grained custom email template.

    Put the heavy lifting of formatting and sending the mails at the ESP instead of Zoho and thus offer far better emails capabilities than currently supported in zoho

    4 votes
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  11. Choose send from multiple SMS numbers

    We use Twilio, but have multiple SMS numbers geographically. It would be really helpful to be able to select which number to use for each customer, so that the messages are delivered in the same region as the customer.

    3 votes
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  12. Post to Slack when invoice is submitted for approval/is approved

    With Slack, a notification when an invoice is submitted for approval and subsequently approved.

    3 votes
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  13. CREDIT NOTES SYNCHRONIZED IN ZOHO FINANCE CRM MODULE

    The figures in my sales dashboards in Zoho CRM can not be true as the credit notes are not reachable from the CRM

    The salesteam need to know the real business number in real time to check their goal achivement

    3 votes
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  14. Time log tool For Pc and Android

    time sheet and time log issues, currently you have to add notes to the time log before you start the timer you can't add notes while working and timer is running. On a PC you have to go to time sheets and edit notes after the fact. On android you have no options to edit notes

    3 votes
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  15. Setmore integration

    I use Sitemore for my bookings and unfortunately this does not have an invoice functionality.
    It would be great if you could work with Sitemore to have a full intigration.

    3 votes
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  16. 3 votes
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  17. Import Timesheet entries from Zoho Desk

    The current Invoice-Desk integration moves the invoice functionality in to the Desk application. This is only of use if you only invoice based on tickets. If however you have other things you invoice for such as equipment, subscriptions, etc, this function is of no use because all of those are kept on the Zoho Invoice side. So I am stuck with either sending 2 invoices a month or manually re-entering time entires on the Invoice side.

    It would be much more functional if time entries could be selectively imported from Desk in to Invoice and then on the Desk side…

    3 votes
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  18. 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
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  19. Klarna

    Klarna to be a integration, through stripe or on own, within invoices

    3 votes
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  20. Enter items on wordpress

    selected Items on wordpress generate invoices on zohoo directly

    3 votes
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