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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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  7. PO to suppier

    Kindly add option for sending PO to supplier, if readily available please let us know

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    0 comments  ·  Expenses  ·  Admin →
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    Hi there,

    Hope you are doing good!

    Zoho Invoice typically deals with the sales cycle of your business and hence you can add your customers’ information here but not vendors (suppliers). To manage both clients and vendors, you can opt for Zoho Books.

    Zoho Books is an accounting tool and a super-set of Zoho Invoice. In Zoho Books, you can create Purchase Orders and associate it to vendors ; You can email them as well. If you are using Zoho Invoice already, you can upgrade it directly to Zoho Books so that all your Zoho Invoice data gets transferred over there. To know the steps to upgrade from Zoho Invoice to Zoho Books, you can refer this link:

    https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html

    If you have any further queries, just drop an email and we would be happy to help you out.

    Regards,
    Reshma.

  8. Please add a comment section at the side of the overview page

    It would be very useful to have a comment section in the contact overview that could be instantly accessed by all users for scratchpad and temporary comments (the notes field unfortunately requires a number of click-throughs to get to, but is still useful for more permanent notes).

    An area at the side would be preferable to the top, since comments at the top mean you have to scroll down to see all the contact information.

    1 vote
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    3 comments  ·  Customers  ·  Admin →
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  9. 0 votes
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    0 comments  ·  Customers  ·  Admin →
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  10. Split Expense

    Option to split the expense amount between staff or days

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    1 comment  ·  Expenses  ·  Admin →
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  11. Please move comment areas to the side of invoices etc. instead of the top

    It would be great to have comments at the side in order to view an entire invoice without having to scroll down to see complete info.

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    1 comment  ·  Invoices  ·  Admin →
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  12. Club expenses in a folder after completion of a tax year

    Archive expenses into a folder after every tax year.

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    1 comment  ·  Expenses  ·  Admin →
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  13. 0 votes
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    0 comments  ·  Payment Gateways  ·  Admin →
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  14. 0 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Option to create recurring invoices from an estimate or the option to view the recurring invoices in the 'Invoices' module.

    Option to create recurring invoices from an estimate or an option to view the recurring invoices created for a particular invoice in the 'Invoices' module.

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    0 comments  ·  Invoices  ·  Admin →
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  16. 0 votes
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  17. 0 votes
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    0 comments  ·  Client Portal  ·  Admin →
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  18. Add Payments Made to Overdue invoice reminders

    If a reminder is sent about an outstanding invoice, adding a field which states the payments already made to that invoice would be great.
    So the customer gets an invoice number, the amount already paid and the amount which is remaining/Due.

    The field is already in the invoice template as "Payments Made" and shows in invoices, so referencing that data into the reminders could be a quick and easy solution to a very much needed function.

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  19. 0 votes
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  20. Estimates to be pulled into the CRM as a follow up tool

    Once an estimate is inputed this is then pulled into CRM as a hot lead and can be used for following up

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