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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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1137 results found

  1. DCAA Compliance

    Need timesheets to be DCAA compliant for use on US government projects.

    1 vote
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  2. Allow email to be sent for items other than invoices.

    I would like to be able to send bulk status updates or important notification to my customers but I cannot seem to find an option for that.

    1 vote
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  3. Convert Multiple Delivery Challans to Estimate

    We deliver goods using Delivery Challans and fortnightly send an Estimate to our buyer with the description of Delivery Challans and when the buyer confirms that the estimate is ok then we convert that estimate to Invoice. There should be an option of converting multiple delivery challans to estimate with the description of delivery challans.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  4. to highlight heading or certain line in bold letters

    how to highlight a heading in invoice or particular line in bold letters

    1 vote
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  5. As a business owner, I need the Dashboard pie chart to reflect accurate categories for expenses so I know what's being spent.

    There is a category called "Others". It isn't clear what this is pulling from. Everything has a category. I suspect this is keying off of any category that wasn't part of the system categories. But it isn't helpful.

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  6. transport

    Could we add an option to item FEE OF TRANSPORT to toggle between taxable option or not in the options. Currently Fee of Transport on invoicing are set below the taxes table. Hence not being taxed. The way we work here we need to have it taxed.

    Thank you for looking into it. Would be huge and simple.

    1 vote
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  7. documents always full page (A4\Letter)

    I would like to have the footer always in the bottom of the page when the document is printed. Thats no professional when someone print my invoice\estimate half of the page is empty. Thats right for all the documents.

    I never receive invoices half filled, Could be some space in the middle, but not like that.

    1 vote
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  8. move columns on invoice to place them by necessary order

    i would like to place the columns in a specific order that would make better sense to my client when viewing the invoice.At the moment the distance between 2 columns is so far that mistakes are made when reading the invoice.

    1 vote
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  9. Integration with Zoho Backstage

    Integrate with zoho backstage so all transactions are automatically invoiced.

    1 vote
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  10. Choice of email template when a customer accepts an estimate and is automatically sent an invoice

    When a customer accepts an estimate they are sent the standard invoice email template. It would be good to have a choice for this template.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  11. In timesheet calendar view, display the full Project and Task name as well as Start and End Times upon mouse-over.

    In timesheet calendar view, display the full Project and Task name as well as Start and End Times upon mouse-over. This would save lots of time instead of having to clicking on the link to open the full time entry then having to close it again. Would make it much easier to browse through the time recorded on the calendar

    1 vote
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  12. how can i create and amending invoice

    how can i create and amending invoice? in spain, if you have to ammend a invoice already done, you have to create and amending invoice in negative, but with other registration code

    1 vote
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  13. attach statement

    Attach Statement to Invoice - Please set the date range to include all transactions so it will always start with a zero balance. Currently it defaults to Jan 1, 2019.

    1 vote
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  14. Use different currency for estimate and invoice

    Hi everybody! I understand we can't use multiple currency for 1 client at the moment, so I tried cloning the client but with RON instead of EUR, as it was initially, because we issue estimates in EUR but must invoice RON. But I still can't invoice that estimate to the cloned client. I thought it would automatically apply the exchange rate but it doesn't, it doesn't even see the estimate to be invoiced, it's as if I had 2 different clients, I can't do anything! HELP, PLEASE!

    1 vote
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  15. Ability to Edit Invoice Emails in the Mobile App

    Right now though you can send invoices by email from the iOS app, you cannot edit the content of the email. I’d like to be able to edit the email content when sending it (just like you can on the website), because with the new Catalyst app I’m using the “mobile” app on my Mac more than the website, and that is the one thing that I’m having to still go to the website to take care of.

    1 vote
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  16. Report for Sales by State by Customer

    It would be extremely helpful if I could generate a Report of Sales by State using the Shipping address. With all the Sales Tax Changes at the state level I need to know my Sales in each state.

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  17. auto invoicing

    Hi being an Real Estate account i observe there is need of auto invoicing to clients based on COnstruction schedule.
    Suppose if we create a construction scheduele form in the books and whenever we add a entry of schedule completion on the date invoice of all customers will be prepared who linked to the Project.
    Can we do this ,as by doing this we solve a major issue in cunstruction industry of auto invoicing as payment schedule of customers are fixed and every time only the construction schedule would be updated .

    1 vote
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  18. Notification in Mobile Application for Pending approvals

    There should be a separate tab/Dashboard for all the pendency (approvals/actionable) from a particular user in Web as well as Mobile application. This will help an individual to quickly scan through all actionable and initiate action rather than going to each module and see what is pending.

    1 vote
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  19. create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

    create a way to have "comments" section from the Customer section pop up whenever estimates or invoices are opened?

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    0 comments  ·  Customers  ·  Admin →
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  20. increment my invoice numbers per Customer, rather than globally

    I need to be able to increment my invoice numbers per Customer, rather than globally. Are you planning to implement this? I can't really use the system without this feature.

    1 vote
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