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. 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  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Profit and loss

    This is a must have report for any business. We need this ASAP. It doesn't have to be that detailed, it just needs to list income by category (sales), total expenses by category and an overall profit or loss calculation. It would also be great to have this included on the dashboard.

    24 votes
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    5 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello everyone,

    Zoho Invoice can help you generate the ‘Payments Received’ and ‘Expense details’ report but it doesn’t have the ability to generate a’ Profit and Loss’ report as such. However, you can easily do this with Zoho Books.

    Zoho Books is a single application that can help you with both invoicing and bookkeeping (and hence comes with P&L report). If you already have a Zoho Invoice organization, migrating to Zoho Books is such a breeze. You can refer this link to know the exact steps:
    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any questions, you can drop an email to support[at]zohoinvoice[dot]com

    Regards,
    Reshma

  4. Inventory Capability

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

    23 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  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.

  5. Tiered Pricing Model

    It would be good to have a tiered pricing model in the items

    For Example-
    100 for the first 25 devices
    50 for the next 50
    and 25 for rest

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

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  6. 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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  7. 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  ·  Flag idea as inappropriate…  ·  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.

  8. Categorise contacts

    catergorise National clients and International clients

    22 votes
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    3 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Recurring Estimates

    Add the capability to have recurring estimates, as many clients need to add PO numbers and sign off before invoicing, and this needs to happen prior to invoice.

    22 votes
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    1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Option for Cancelling Estimates

    Have the ability to cancel an estimate / quote. Not always are the quotes declined, but cancelled for other reasons. When I review my Accepted vs Declined, I receive an inaccurate decline number because I want to keep all quotes for future purposes, rather than deleting them.

    22 votes
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    2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Tips Payment

    I think it would be nice if Zoho could also record a tips payment from customer.

    Currently when a customer gave us a tip we can't include it into our Payment record. Instead, it will be noted as "unused amount" which we'll then have an option to return this excessive money.

    22 votes
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    3 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Sales report with items purchased by invoice

    We sell products and we need to know the items sold by invoice. The report shows the total of the invoice. It could also show by invoice what items were sold.

    22 votes
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    2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Ability to subtract lunch/break times from timesheet

    It would be helpful if we could add in break times to a timesheet, which are subtracted from the total time.

    E.g. I work 9-5.30 with a 30 min break. Currently I either need to enter my finishing time 30 minutes early or create 2 separate time entries, one before lunch and one after.

    Having the ability to include breaks would be helpful.

    22 votes
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    0 comments  ·  Projects  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 22 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 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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  16. 19 votes
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    1 comment  ·  Payment Gateways  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 19 votes
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    0 comments  ·  Payment Gateways  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Allow portal to be embedded onto external website

    Currently the client portal cannot be embedded onto external websites which means I cannot offer this feature through my website - clients need to access the link which then opens in a new scree/window...would be great if i could embed the portal into my website for smooth customer service

    19 votes
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    0 comments  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  19. There should be an option for taxable shipping charges in the invoice

    there should be an option for taxable shipping charges in the invoice

    19 votes
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    3 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Conditional Logic

    Making fields appear on invoice based on conditional logic

    18 votes
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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