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Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, 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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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1006 results found

  1. option for packing and forwarding charges in Invoice

    As far Shipping Charges/Freight Charges, Packing and Forwarding Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges, Packing and Forwarding Charges it is not possible. We want that system should allow us to add Shipping / Freight Charges, Packing and Forwarding Charges after Sub Total and System should calculate GST/IGST on total Amount and Shipping, Packing & Forwarding Charges.

    If need more clarification, please call me on +91 9825406050

    7 votes
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    2 comments  ·  Invoices  ·  Admin →
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  2. We do not have an option of having the item custom field on the invoice while importing. We have taken a note of your requirement.

    While importing the invoice we do not have the option of mapping custom fields created by the user on the invoice.

    Even though the custom filed is created under preference>items , its not available while mapping the fields for an invoice.

    This is a must have.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Reward programmes for the customers

    so we can give reward points to our customers when they buy something from us

    7 votes
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    2 comments  ·  Invoices  ·  Admin →
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  4. Create integration with upwork

    Integrate with www.upwork.com to pull in customer name, contacts, invoices, and payables.

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  5. Invoices in Indian languages.

    With India becoming more connected by internet, we need support and softwares in all major indian languages. Atleast we need invoice print in Indian regional languages (for me Tamil).

    7 votes
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  6. e-INVOICE for Italy

    e-INVOICE for Italy

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Allow Share\Send the Invoice\SOA\Payment using whatsapp application service . it will required and will help a lot for customers

    Allow Share\Send the Invoice\SOA\Payment using whatsapp application service . it is required and will help a lot for customers who dont have emails , or people who dont want to share their personal email in case customers type are Homes.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. New fields for Honduras tax invoice

    Honduras Tax Administration Service require some new fields on invoice document, like:

    Total summary
    - Exonerated amount
    - Exempt amount
    - Amount taxed {tax 1}
    - Amount taxed {tax 2}
    - Tax amount {tax 1}
    - Tax amount {tax 2}
    - Total amount

    This is a requirement that will be apply on march 1st and basically is that main reason that I will need to migrate from Zoho Books to CloudbBiz

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. Assign sales sub account to all time sheet entries

    Would like to be able to assign all time sheet entries to a Sales > Sub Account rather than having to do it manually one by one using the Add Additional Info button on invoices.

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Associate same invoice number for different financial years

    For sellers on ecommerce platforms such as Amazon and Flipkart the invoice numbers for orders processed through each online marketplace is autogenerated by the marketplace itself. Sellers do not have control over it. Invoice numbers are reset without changing the prefix for every new financial year. For example, Invoice number SCJA-1 will exist in FY 18-19 as well as FY 19-20.

    Zoho books does not allow us to repeat invoice numbers ever. Therefore an option to associate same invoice number to different financial years would be great.

    Integration with Shopify, Amazon, Flipkart etc with auto invoicing would be added bonus.

    7 votes
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    1 comment  ·  Invoices  ·  Admin →
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  11. Option to take digital signature on Delivery Challan using mobile phone using Zoho books Android App.

    It will save alot of paper. Thanks to Zoho Book we now send most of the invoices thorugh email, its quick and easy and Eco Friendly. However, some clients place multple order and require challan along with the invoice, for which we need to handle it manually using conventional methods (hand made delivey challan). If we can take their signature direclty on the delivery challan in mobile, it will make the work very eco friendly and again time saving.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Better handling of multiple logos in templates. Background logo is clumsy as it auto sizes.

    I have different brands under one company. I need document templates showing different company logos. The 'organisation' logo is therefore useless. A 'quick' fix would be to allow uploaded images to be placed in header table cells to allow more predictable placement.

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Would like the ability to create invoices that go to deferred revenue.

    Ability to create invoices that posts to the balance sheet deferred revenue account. We bill annually a year in advance for our managed services. Our old accounting system allowed us to directly post invoices to deferred revenue, however, zoho books only allows invoices to be booked to revenue accounts, which means due to revenue recognition, I have to manually move the revenue to the balance sheet. It was suggested to use Retainer invoices, however, this does not allow us the ability to calculate taxes or include shipping addresses (i.e. when we are supporting a location, that is paid for by…

    7 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. Automatically create an end date on recurring invoices base on terms.

    We want to setup a recurring invoice. The invoice is for $1,200 with repayment terms of $100 each month for 12 months. We want the ability to enter an invoice for $100, set repayment terms to 12 months, enter a start date, then have Books automatically create 12 invoices. Right now, we have to enter an end date. Thats crazy. Then if we have an invoice paid every other week, that makes it even more complicated. Its like a car payment. $20,000 invoice. $400 per month. 50 invoices would be created. If the start date was August 1, 50 invoices…

    6 votes
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    Planned  ·  0 comments  ·  Invoices  ·  Admin →
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  15. Custom categorize invoice

    I need to "mark" or categorize invoices to have easily access to them, for example: "product shipped", "work in progress" or others.

    6 votes
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    2 comments  ·  Invoices  ·  Admin →
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  16. Allow multiple payment reminders based on Customers (different languages).

    Allow multiple payment reminders based on Customers (different languages).

    6 votes
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  17. bi-monthly option in the "Date Range"

    INclude an option in the "Date Range" drop down menu for reports to select bi-monthy periods

    6 votes
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  18. option to edit multiple Invoices

    customer has requested to have option to edit multiple invoices/recurring invoices- say editing the invoice date for multiple invoices

    6 votes
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  19. 6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  20. Add dynamic fields in recurring invoices

    Adding dynamic fields to recurring invoices. Example : this invoice covers November - December, just like cell phone invoices.

    6 votes
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