Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great featureEstimates with options and sub-totals
Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. ThanksVersioning of Quotes and Invoices
Would be nice if Zoho Invoice would offer the feature of saving all versions of a quote or invoice during the process - so if quotes or invoices get changed over time - a version of the old ones exist and can be reviewed and reactivated if necessary ... ;)Hide/Show Certain Fields When Creating/Editing Invoices, Estimates, Etc.
Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing invoices, estimates, etc.. Most of the time, we don't use half of the fields shown on the create/edit invoiceApply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically appliedTIPS AND TRICKS #10 - Displaying timesheet details on invoices
Businesses that log time for projects, and invoice customers for the logged hours will need to display Timesheet Notes and Timesheet Start & End Time on invoices. By following this tip, you will be able to display the timesheet notes and timesheet historyPlease add Zelle as an online payment option
Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit from[Invoice] Project billing by percent completion of tasks
Hello, I appreciate the various options for Project billing types and budgeting found in Zoho Invoice, but I would like to either propose a new method or find out if it' s currently possible. It would be very helpful to have project tasks that have a budget item (lump sum), against which the client is billed according to a percent completion of the task. This percent completion would not be tied to time logged or task billing rates. Here's an example: Project X total budget = $10,000 Task A totalZoho invoice report needed: Sales by country
Nowadays is vital analyze sales by country. This report on sales by country need to be based on a country code table. Very simple and a great tool. Thanks a lot Zoho Team. Keep up the good work¡"CUSTOMER HAS VIEWED THIS INVOICE" - PLEASE SPECIFY *WHICH EMAIL ADDRESS* IT WAS VIEWED BY
Please allow us to see when a specific email recipient views an invoice/estimate/etc. Sometimes, I like to CC myself when I send invoices to customers. If I open the email, Zoho Invoice then tells me "Customer has viewed invoice", which is not technicallyProfit / Loss report
Hi, Now we have expenses implemented (which is great), can we have a report which shows our true profit, after expenses are taken into account? Thanks VinayDefault attachments emailing invoice
I would love to be to define default attachments (files) that are included with every invoice emailing. For example every time I email I need to attach my pdf with sales conditions manually. It would be nice if this would be included by default.New Invoice to Include Aging Summary
I would like to click New Invoice and have the Aging Summary included (if I haven't a recorded payment to that customer). This should be included with Recurring Invoices as well. I have attached a .gif image showing an example of what I mean.TIPS AND TRICKS #11 - Domain authentication
Emails sent can sometimes land in your recipient’s spam folder or bounce. This happens when the email address in the From field of an email belongs to a domain that does not have SPF and DKIM records. In order to prevent this in Zoho Invoice, you shouldAdd a "Customize Report" option to not display costs in Timesheet Details report
I would like the option to choose whether or not to display the dollar amounts in Timesheet Details reports. It appears that when customizing the report, if no Customer Name is selected, then only the hours are shown in the report. But when a CustomerChange Fonts in email templates in Invoice
Hi there, When emails are sent from Invoice, the font is horrible! Is there a way to change the font in the email templates? Thanks, Richard.TIPS AND TRICKS #9 - Displaying different bank details on invoices
Most businesses will have customers from foreign countries. In that case, you might need to display different bank account details in their invoices. With a few simple steps, you can easily create a new template with the necessary bank details and associateInvoice API Feature: method for "updated since date"
In my application and, I would think, in those of most other developers, I the developer have no use for getting all of the invoices (or customers or items or payments made, etc.) after the first time. Too much data exchange. Just give me what has changed since I last checked. I suggest creating a GET method something like https://invoice.zoho.com/api/[invoices]/modified-after/ where one of the parameters is a time stamp string (i.e. yyyy-mm-dd hh:ii:ss). The response would list all [invoiced] modifiedTIPS AND TRICKS #8 - Collecting online payments for multiple invoices at once
Sometimes your clients will have multiple invoices due and it will be a hassle for them to get all the invoices in order to pay online. With the tips mentioned below your clients will be able to pay for multiple invoices at once online. How does it work?TIPS AND TRICKS #7 - Currency formats
Currencies displayed in transactions in Zoho Invoice will have a specific format. This format can be changed as per the user preference in a few simple steps. How does it work? ♦ Navigate to Settings >> Currencies. ♦ Select the currency for which youTIPS AND TRICKS #5 - Recording Multiple Invoice Payments and Storing Credits
There might be situations when your customer pays for all their due invoices using any offline payment method. In addition to that, they might also pay an advance amount for their future invoice(s). It will be a hassle to open each invoice and recordTIPS AND TRICKS #4 - Dashboard Tips
The importance of a comprehensive Account Receivables dashboard can’t be overstated. Zoho Invoice offers an insightful dashboard that gives you a clear picture of your company’s finances, key performance indicators and real-time summarized AR data. Let’sLogging time within Time Tracking
At the moment I use the call logging feature of CRM to log time spent on clients work. Its nice to be able to start, stop and pause the timer and record how many hours I need to bill the client. Any chance of implementing this in Zoho Invoice's time tracking feature The same interface as CRM would be great or a simple start/stop/pause/restart timer.TIPS AND TRICKS #3- Item Header and Bulk Add
When creating a sales invoice, you may want to divide the line items into several groups or categories and send it as a PDF file to customers. By including headers while adding the items to your invoice, you can separate the list of items into as manyTIPS AND TRICKS #2: Report with details on invoices created from Recurring invoices.
If you are a business who bills customers recurrently, you might want to see all the child invoices that are generated for all recurring profiles over a specific period. This simple trick in the Invoice Details Report can help you with that. Here'sOnline invoice payments via ACH bank transfer!
This is a great feature available in Quickbooks Online. The best thing about it is that they only charge $.50 per transfer! That's inexpensive convenience for you and your customers. How about it?Invoice API create customer - response on duplicate
When trying to create an already existing customer (customer name), the API returns a Code = 1001 and Message = The customer "xxxxx" already exists. Please specify a different name. I think it would be very interesting for the API to send out also the customerID of the already existing customer, with no further need to make a new 'find a customer' API search call based on the customer name to retieve the customerID.Add Payment Status to Expenses
Hello developers, I would like to request an important feature: Add the expense payment status. - Paid - Not Paid For example. It's possible?Credit Card Scanning on Mobile App
Hi there, I occasionally use the mobile iOS app for Zoho Invoice as a POS device for my business. It's pretty good (especially the QR code scanning when adding items to the invoice, oh my goodness it's so good) but there's 1 thing that I wish it had -an[INVOICE] - Set Global Preset Options for Invoice Item Names and Descriptions
Hello, Currently I have noticed that each individual project can have it's invoice preferences set, so that when it comes to invoicing it's simply a case of selecting the project and adding to the invoice - the fields have already been assigned - as theHave customer notes show up when creating invoice
Hi, I would like to request a feature. When creating a new invoice and selecting the customer, if would be very helpful if the customer notes would show up somewhere on the screen. This way, things like 'Please use this hourly rate for this customer' or 'Please send invoice to both contacts' etc. could be added. Currently, the customer notes are not very useful as you can only see them when viewing the customer page directly. Subsequently there is no way to add specific instructions for each customerNeed to send a formal receipt of payment
Hello, our latest client has requested a formal receipt for a payment they made on one of our invoices. I was surprised to realize that Zoho Invoice does not have this feature and there was not much discussion about this on the forums. So what do people use to send payment receipts? A receipt would include all of the information from the invoice as well as the date of the payment receipt and some language stating that fact. There should be an option to "Send receipt to Client" when a payment isTask Templates
Hi, Each project I do is based on, primarily, one of two tasks, each with their own hourly rate. If you could set a project template so that each time you create a new project it was auto populated with each of these tasks, an optional description andCustom Columns on Timesheets page
Hi The ability to customise which columns are shown on the timesheet homepage with the projects overview. For example, I book in each project under a project number, which I have set as a custom field within the Project, and it would be handy to be ableMutiple invoices from one estimate?
Hi there, We use Zoho Invoice extensively to issue quite detailed estimates to our clients. The total of this estimate will often then split across multiple invoices. Is there a way we can automate this split in Zoho invoice? 1) Create estimate worth (say) £3000 2) Invoice 1 = 30% of estimate (£900) 3) Invoice 2 = 40% of estimate (£1200) 4) Invoice 3 = 30% of estimate (£900) All of the above is run with the estimate as the source. Is this possible or is it in the roadmap? Kind regards andNeed help ! with installment payments
I originate and invoice for lets say 1000 and I only get paid 200 , how do i set up for the balance to be invoice in monthly installments, please give me some tipsSend Snail Mail Invoices Automatically
Zoho Invoice supports sending of Snail Mail invoices, but it's a manual process. We need an option to auto-send Snail Mail invoices for Recurring Invoice profiles. One of the reasons we switched to Zoho was because of the Snail Mail invoice option. Most cloud invoicing solutions don't offer it. We were surprised to discover later that it's a manual process. We still have plenty of customers that insist on receiving a printed invoice (whether we like it or not), so this is a critical need for us.Item Categorisations
Can you please please add the following functionality.. (unless i've missed a huge section somewhere!?) Item Categorisations There is the ability to add items which is very useful however you cannot group them and therefore for reporting purposes they are fairly useless unless you code everything up which is fair from the best option. It doesn't matter what sort of business you are, this would be hugely helpful for everyone.. please see examples below Examples: <Category> <Item> <Description> IfAdd option to display project name in invoice header
Currently, when creating an invoice, you can choose to display the project name in the item name. This creates unnecessary repetition. Please add an option, either in the "project invoice information" or, more likely, in the template setup, to display the project name in the invoice header (i.e., the section that contains customer name, invoice number, etc.) Also, the requirement to show in item name at least one of the following: Project name, task name, staff name should be removed. In other words,Richer Dashboard Experience and Ability to Customize/Configure
It would be awesome if the dashboards could really be customized to suit users unique needs - The ability to remove Budgeted Hours and add in some currency conversions for billed (outstanding) invoices as well as unbilled items. To put it into context: I work in SaaS/FinTech as a consultant subcontracting from the US with a firm based in Australia (as well as one domestically). I work/bill by billable hours - Billing the Aussi firm in AUD and being paid in AUD (converted into my US bank upon delivery).Next Page
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Zoho Invoice Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalWhat's New in Zoho Invoice | July - September 2025
Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0Coming Soon in Zoho Invoice: Send Invoices Instantly via WhatsApp
We're working on bringing a new level of convenience to your invoicing experience. Introducing a much-requested feature in Zoho Invoice: You can now share invoices directly to your customers via WhatsApp! With this new option, you can: Share invoicesWhat's New in Zoho Invoice | April - June 2025
Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to EmailWhat's New in Zoho Invoice | January - March 2025
Hello everyone! We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. In this, you will learn more about the following features: Leave Organization Pin Columns in List Pages
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Zoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanZoho Invoice: Playing Back 2023
What's New in Zoho Invoice - Q3 2023
Hello everyone, We're back with several updates and enhancements to make your invoicing experience better. Read the post below to discover what's new. Stripe Recurring Payments (India Edition) If you have integrated with Stripe, you can use it to collectZoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their
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