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. Integrate with Zelle payment gateway

    Zoho Invoice should have an option to integrate with Zelle payment gateway

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

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  2. Automatically Invoice Unbilled Timesheets on a Recurring Basis

    Please add the ability to automate creating invoices from unbilled time every week, two weeks, monthly, etc.

    17 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello everyone,

    We are so glad to inform that we have provided the option of creating recurring invoices to projects in Zoho Invoice.

    Based on the set frequency, the system would automatically look for unbilled hours of the project and create invoices automatically.

    To make use of this, you can switch to the Timesheet tab, select a particular project and proceed with New transaction > Create Recurring Invoice.

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

    Cheers,
    Reshma.

  3. Revenue by staff report

    Possibility of creating a 'Revenue by staff' report to indicate staff contribution and expenses incurred to decide their salary.

    17 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Rotate expense receipt image for best oreintation

    Just started using Zoho invoice mobile app to create expense records and take pictures of the receipts. Everything works great except that the invoices are usually printed on A4 sheets of paper which means the pictures must be taken in the portrait orientation. But they appear in the landscape orientation in the app and in the browser and there's no way to rotate them. There should be.

    17 votes
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    0 comments  ·  Expenses  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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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  6. Hide Individual Line Item Costs But Still Show Total Cost

    I would like to see the ability to hide individual line item costs while still showing the total price. I want my customers to see a lump sum price for all items on estimate while having the ability to hide each individual items cost.

    Vote for this idea!!! This needs to be implemented.

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

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    Hi there,

    Thank you for posting on our feedback forum.

    In the pre-defined templates of Zoho Invoice, hiding the “Amount” column (which the final amount of a line item) would hide the entire total section too.

    But, we do have a workaround (custom HTML templates) for this. Please reach out to support[at]zohoinvoice[dot]com to know more about this.

    Happy invoicing!

    Regards,
    Reshma.

  7. Job Booking Capabilities

    Add the ability to mark a quote/estimate as "Booked", with integration with either a Zoho or Google Calendar system to automatically add it into the Calendar - which then links the booked date to the quote/estimate accordingly.

    16 votes
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  8. Automated monthly statements for returning customers

    often month end is the busiest time for everyone and i have to go through each customer to send their monthly statements. If would be awesome if there was a way to set a automated this step so statements go out automatically at the end of each month

    16 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Integrate Customer reviews on my website

    Integrate customer reviews on your website, so clients can see all the reviews and the total rating you have. Just like Trustpilot.

    16 votes
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    1 comment  ·  Client Portal  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Unbilled hours & Invoiced totals for the Month / Week

    I work as a Freelance designer, so I'm working on many projects at a time that are invoiced at different times, but I need to keep an eye on how much I have earned each month / week, wether this is unbilled or invoiced. I would really like to see a dashboard total for the month / week / year that includes invoiced and unbilled totals in ££ money as a grand total.

    16 votes
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    2 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Please implement deposits

    I understand we can use the retainer system. But that is a pain because you have to essentially create two invoices, link them up, etc. etc. It's also confusing for clients. A better solution would be to have a field that is similar to adjustments where you can enter in a percent and once they pay it, the invoice will be marked as partially paid. When work is complete, you just send the invoice again and they can pay the remainder. One workaround is to allow partial payments and add a custom field that shows the deposit amount, but then…

    16 votes
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    1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Need to have the billing card person's name listed on the receipt/invoice

    I need to have the billing card person's name listed on the receipt/invoice. How do I set that up? That way with multiple credit card payments, we know who paid what.

    15 votes
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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Change Default Sorting

    Please make an option to change the default sorting of expenses/invoices.

    I would like to have my expenses sorted by date by default. Right now I have to change the sorting every time I visit the page, as we often get invoices that date back some time at the end of the month. For lookup – however – I need them in the order of the actual invoice date.

    It is especially annoying, that when I click on the date label to change the sorting it first sorts them in ascending order showing me my invoices that are years old...

    15 votes
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    0 comments  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Ability to link an existing invoice to a project

    Should provide the feature where an already created Invoice can be linked to a project just like how an expense can be associated to a project.

    15 votes
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    1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 15 votes
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    2 comments  ·  Payment Gateways  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Contract Manager

    It would be nice to have a "contract" manager addition to contacts. This could be accomplished by checking a box for adding contract info such as start and end dates, contract amount, etc. it would also be nice if Zoho would send reminder emails prior to expiration date of contracts. This may be achievable via Workflow Automation but would we nice if if were part of the package.

    15 votes
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    0 comments  ·  Customers  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Point of sale integration

    Have more integration options for Point of sale payment methods. eg. Square or Shopify

    15 votes
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  18. split due dates for example , my payment terms are 50% on due date or on a specific date and the rest are after 70 days

    how can i split the due date?
    if my payment terms are:
    50% on due date
    and 50% after 60 days
    is it possible?

    15 votes
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    1 comment  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Auto-scan expense receipts through the mobile app

    Option to upload expense receipts through the Zoho Invoice mobile app and have them automatically scanned.

    14 votes
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    0 comments  ·  Mobile apps  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Setting email template per invoice

    Using invoices in multiple languages means client e-mails need to have different templates or some other reason. It can be set while sending invoices manually, but not possible to set different email template for the recurring invoices that is sent automatically?

    Simple drop down selection next to the invoice template selection would do just fine.

    14 votes
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    0 comments  ·  Recurring Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    Hi there,

    Thank you for posting on our feedback forum.

    Though it’s not possible to pick an email template for each recurring invoice, the below workaround can help you to some extent:

    Zoho Invoice offers you the option to associate PDF/email templates to your contacts so that all the invoices sent to those contacts will follow the associated template. You can refer this doc to know more about it:
    https://www.zoho.com/invoice/help/contacts/contact-actions.html#select-email-notification

    Regards,
    Reshma.

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