Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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@zohobooks.com
1016 results found
-
Allow multiple currencies per client
Why do we need to set up a different client, should our client request to pay different invoices in different currencies?
1,196 votes -
Add automatic late fees on past-due invoices
Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).
719 votes -
Invoice numbering per client
When you have clients billed on a regular basis it's very important to maintain automatic invoice numbering per client rather than across multiple clients.
It makes it easier to reconcile with clients in case some of the invoices went missing.
Additionally, it makes it impossible for a client to guess the size of your company by guessing how many invoices you create each month.
662 votes -
Include proforma invoice
Please create proforma invoice link to enable a user to create a PI.
While taking out the reports like sales or P&L, then allow the user to either select PI or de-select PI for report generation.
Also allow the user to generate invoice based on the Proforma Created. This feature is almost simalar to Estimates.
642 votes -
Allow the ability to add an extra percentage if paying by credit card
allow the adding of an extra percentage if paying by CC to recover the processing fee charged by the processing provider.
634 votes -
409 votes
-
Intergrate with whatsapp. PLEASE to send invoices via Whatspp
I would like to be able to send invoices via Whatsapp
201 votes -
Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice
Lets have a feature to Convert sales order to delivery challan to invoice .... and feature to select multiple delivery challans to create a single invoice. And also vice versa...invoice to single or multiple delivery challans.
111 votes -
Switzerland QR-Invoicing
You might know that Switzerland is moving towards ISO 20022. Recently, some local Swiss Banks provided CAMT.053 which is working perfectly fine in ZBooks. Now, as a next step, old Swiss pay slip (Einzahlungsschein) is moving towards QR-Invoice.
105 votes -
Delivery note
Can we have the option to generate part delivery notes within a draft invoice?
Several times deliveries happen in parts on customer request and invoice is generated only with the final delivery.
Therefore to have a feature that would allow for generation of part delivery notes with distinct dates and DN numbers, tracked into the draft invoice from which they are created will be a great boon.
After reading through suggested features on delivery notes here, j believe that a lot of those could be resolved with this option being provided.
Please look into it.
97 votes -
Backorder view/report at product level
Create a backorder view/report with information at product level.
When an Order is not completely invoiced yet, the status is 'Partially Invoiced' and Zoho Books keeps track of the products that are on the Order, but not yet invoiced.
However, we need to be able to see all Products/Items that are not invoiced in a View/Report, that shows the information at the Product/Item level, like this:
- Product Name
- Quantity ordered but not yet invoiced
- Sales Order Number
- Sales Order Status
- Customer NameIn addition also orders that are invoiced yet (whole order is a backorder)…
62 votes -
GST Tax feature for Malaysia
The feature i requested is GST Tax feature for Malaysia.
- Easily manage GST payable/receivable, and produce our GST Form 3 in one-click.58 votes -
subtotal expenses on invoice
I often have multiple expenses on an invoice along with the other Sales items. It would be very useful for me and my customers to have a subtotal of expenses on the invoice
54 votes -
Invoice Print in (POS) Ticket Style or Layout
Need to print invoices in a ticket printer like EPSON TMU220 or similar (POS PRINTER) but to do it, we need a new style or layout of invoice that fits in a ticket paper and print, I think that will be a very usefull I and also very nature friendly because we spend less paper and tonner.
50 votes -
Tax Shipping
Currently, tax rates only apply to items. It does not apply tax to any shipping charge that may be on the order as well. However, shipping charges are taxable in NYS. Please add the ability to apply tax to the shipping charge on an order.
47 votes -
Stripe and Bitcoin
Integrate the possibility of paying in Bitcoin with Stripe
https://stripe.com/bitcoin46 votes -
Customizable packing slips - attention field, special instruction field
Invoice & Packing Slip - more customizable
(1) Attention Field - essential for billing and shipping products attention to the person who placed the order
(2) Item & Description - not all items on an invoice can be shipped, ie design service, packing charge, etc, so best to make it modifiable on packing slip
(3) Shipping Address - client might have multiple shipping location, it would be great if this field is modifiable or if we are allow to save multiple address under the same contact44 votes -
Different tax accounts per tax code
It would nice to define variable tax G/L account per tax code.
43 votes -
Pro Forma Invoice
Invoicing software that does not have a facility to generate pro forma invoices is not a proper invoicing software. Pro forma invoicing is a daily part of running a business and all business will one day or another need to issue a pro forma invoice to a non credit customers.
42 votes -
Please customize printing of invoices in Thermal Printer with 80mm width size roll paper
Most of the small retailers in India are using thermal printers and paper roll of 80 mm width size. Please customize printing of invoices in different formats like 80 mm width roll paper type. It would be of great use.
39 votes
- Don't see your idea?