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. Invoice Custom View Criteria

    Include "is not" / "does not contain" / "is blank" / "is not blank" search terms.

    1 vote
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  2. Multiple series of Invoices running parallelly for each Business Unit

    Multiple series of Invoices running parallelly for each Business Unit
    Reset

    1 vote
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  3. differential invoice numbers

    Having different profiles i need a way to distinguish payments coming into my bank account, i use the invoice numbers as reference numbers for my clients , can i set it up so that invoices under different profiles generate different numbers

    eg

    profile x - xinv-000001

    profile m - minv-000001

    ??

    1 vote
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  4. Fonts

    I would like to have the ability to underline or bold or change the colour of the text on an invoice or estimate. I'm not talking about editing a template but actually underline or bold parts of an invoice that are important and should be read as such. Currently the only thing you can do to draw any attention to some important details or put any emphasis on is to CAPS all the text.
    I have sent this request in before and for some reason the developers think I'm talking about editing a template but that's not it. If I'm…

    1 vote
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  5. send payment received email to salesperson instead of standard email

    When payment is received for an invoice I would like the "payment received" email to go to the salesperson as opposed to the standard default or primary email.

    1 vote
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  6. Job completion status

    Hello Zoho,

    Can I add a job completion / job pending status to each line item in Zoho invoice. Can I get an overall status of an invoice where the jobs / line items therein are completed or remain pending for execution

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  7. Fee cap & timesheets

    It would be great if the option "billed by prject hours" could be combined with a "fee cap" option, which is very often used with law firms. This would allow to show all time entries on the invoice (which could accumulate to let's say 20k US Dollars (and therefore showing the client how much work has been done), while still only invoicing the fee cap of let's say 10k US Dollars. Alternatively, it could be realized by allowing to show "time entries" on the invoice for "fixed fee" projects.

    1 vote
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  8. Number format for CHF

    Number format for CHF, in Switzerland the number format is 1'234'567.89

    Can you add this to the existing format ?

    1 vote
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  9. Option to print the received payment history and Notes for an Invoice when printing (or exporting to PDF)

    I want to be able to (optionally) print the Part-Payment Receipt records and Notes for the Invoice when when printing (or exporting to PDF).

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  10. Calendar Integration?

    Let's say you're a small hire business and you've created an invoice for 'bob'. it would be really cool if Zoho could be connected to a calendar and your invoices are automatically created into events that include all the important information from the invoice; like the location, amount due, items ect

    1 vote
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  11. Ship to location order

    In the ship to drop down menu it would be easier to use if locations were in alphabetic order or numeric order. Thanks

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  12. items attachments pdf

    Attach a PDF to an item , like manual, legal documents, conform documents...
    If this items is chosen in estimate or invoice attach these documents in the e-mail send by Zoho Invoice

    1 vote
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  13. Calendar in Timesheet in the app

    It would be great if the (IOS) app had the calendar UI like the web version. It dont use the app because of that - it’s where I spend most of my zoho time. Everything else is brill.

    1 vote
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  14. discount amount display on invoice

    currently the invoices display "Discount %" regardless if im discounting a $ amount or a % amount. eg. 25% and $25 is very different. This is confusing to customers. Can it somehow show these numbers more clearly?

    1 vote
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  15. Grafic Models/Templates Editor

    To create / edit a template is very difficult with the tools that are at our disposal.

    So I propose that you have an editor with a graphical user interface so it would be easier to customize the templates as if we were editing a doc in the word style.

    Ex: Ready-made tables (images, product-quantity-price-total-amount etc.) that can be dragged and dropped wherever we want and inside the various text or image insertion options)

    Graciously;

    Agostinho Quidaúla

    1 vote
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  16. clients to be rewarded for making appointments

    I would love a credit system, whereas clients get a point, or points for every appoinment made, to which businesses can turn into a credit. This will help me reward those who go out of there way and help my business run smoothly.

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  17. multiple timers

    It would be nice to be able to run multiple timers when tracking project tasks. I frequently multitask several things at once, and would like to be able to keep a running timer for each task, both for the sake of billing the client, and for tracking time/cost ratio's.

    1 vote
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  18. Record Advance payment with tax deduction

    we are unable to record advance payments with tax deduction before invoice

    kindly add this feature as its is difficult for us to manage advance payments

    1 vote
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  19. 2nd level authentication by using stored keyword at Zoho

    Webroot, a high quality AV provider, use a stored keyword for 2nd level authentication. Users are asked for say the 2nd and fifth letters. Next time it might be the 1st and 6th letters. Simple, very effective.

    1 vote
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  20. I would like to close last year and start new one in order not to get confused

    I need to get a feature that shows invoices in folders, each year in separate folder.

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