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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.

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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1087 results found

  1. Auto fill time zone for Zoho invoice configuration settings

    When I saw the size of the time zones list I was about to quit.
    To improve conversion and tries, I think you should :
    1) Add a javascript filter to filter the list of time zone.
    2) Automaticaly select the most apropriate using either language, IP geolocalisation etc... If it's not perfectly accurate, it won't be far.

    Just seeing this awfull list made me wonder about the quality of the rest of your app.

    I know it's just a one time setup, but it's about getting users, try a A/B compare on it.

    1 vote
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  2. Email Statements

    I would like to be able to snail mail statements, like you can for invoices.

    1 vote
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  3. 1 vote
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  4. Allow attachments to a recurring invoice

    My invoice conditions are too long to fit in the 'Conditions' field for a recurring invoice, so I always send them as an attachments. Because I con't set a 'default attachment' for a recurring invoice, I have to block automatic sending and attach it manually. A 'default attachment' would allow me to send recurring invoices automatically.

    Thank you.

    1 vote
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  5. Update Contact Revenue from Zoho Invoice to a Zoho CRM account field

    Update Contact Revenue from Zoho Invoice to a Zoho CRM account field

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  6. 1 vote
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  7. Limit items by customer

    Restrict specific items and prices to specific customers to reduce chance of error when invoicing customers who have contract-specific rates for particular items.

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  8. "Invoice created for time sheets or expense cannot be cloned." - yes it should

    Instead of preventing a clone of an invoice including timesheets or expenses, why not simply clone the "static" elements of the invoice, and discard the timesheets and expenses?

    This is particularly useful when invoices are generated with monthly items, but in certain months there may also be expenses or time sheets attached.

    1 vote
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  9. ability to add documents to print off with order or edit title of documents to print off

    To provide our services to customers we need to produce several documents for customer (invoice), production instructions (packing note could be used), fitting (delivery note) and a book keeper note (which could be a copy of the invoice) however, It would be helpful to either add these documents with appropriate titles or be able to edit the title of existing documents. Ultimately all four documents to be automatically produced as a pack rather then printed separately (optional).

    1 vote
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  10. Show only phisical items on Packing Slips and Delivery note

    It's SO great Zoho has added one-button Packing Slips and Delivery note feature!
    Adding a simple check button "Show/Not show on Packing Slip" on the item properties, could made this feature way more useful and powerful, by allowing to automatically hide service (or not physical goods) from the Packing List/Delivery note.

    1 vote
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  11. Auto-populate "State" field for contacts

    Be able to set a default state for all clients or have a drop down box for states that you can set up which states you want included in it. It makes entering new clients faster.

    1 vote
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  12. Classification of clients and the income by country

    There should be an option of sorting clients and income by country. This will enable the users so generate customer list country wise and also country wise income report.

    1 vote
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  13. Add Hungarian language support

    It would be really nice if Hungarian language was supported in Zoho Invoice as it is in CRM and Campaigns. We have users who don't speak other languages and it would really help us to make the switch. Having Hungarian support in CRM and Campaigns was one of the main reason we tried Zoho in the first place and it's a kind of killer feature for us.

    We can help with the translations if needed.

    Thank you !

    1 vote
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  14. 1 vote
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  15. Cancel automated reminder if the invoice debt is under a certain value

    If the client has partially paid an invoice, for example paid 99.9$ from 100$, I want that the automated reminders not to be sent. I want to set the value myself in Zoho (everything under 10$, don't send automated reminders).

    1 vote
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  16. Allow Boolean (AND/OR) searches, or searches within a subset

    Searching by keywords is a useful way to cross-reference, check accuracy re: invoice and payment dates, etc.

    I can't currently filter customers by a combination of keywords since the search function only returns the exact string I entered.

    It would be great to be able to use AND and OR commands in a search, or to narrow down a search within a subset instead of having to search the entire database with a single search string and then rely on sorting the results to find what I'm looking for.

    1 vote
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  17. 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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  18. Dashboard options

    In Dashboard an option to show sales including draft invoices. I have clients that I only invoice monthly and it would be handy to see the total outstanding.

    1 vote
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  19. Mail for Invoice cancelation

    I can send the invoice via email but i cant send an email for invoice cancelation to notify the customer

    1 vote
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  20. CALCULO AUTOMATICA DE PRECIOS DE VENTAS

    Seria bueno poder poner el precio de costo de un articulo y que el sistema automaticamente le carlulara algunas alternativas de precio de venta:

    Ejemplo:
    En mi empresa Vendemos Partes para computadora:
    Si un Items me cuesta 100 dolares y en mi pais se paga 7% de impuesto, mi costo por unidad deria de 107 dolares.

    si mis opciones de ventas pueden variar en unos casos entre el 10, el 20 y el 30 %, seria posible calcular automaticamente mis precios de venta, dandome asi informacion mas real y exacta si tener que calcular mis precios manualmente al momento de…

    1 vote
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