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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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1006 results found

  1. PRO FORMA

    Pro Forma invoices allow you to ship stock without a taxable invoice, but still treating it as a transaction with an agreed value of items - usually to be billed when the receiver sells it onward. This allows effective asset and stock tracking. Please add pro forma under Invoices options

    1 vote
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  2. 1 vote
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  3. Retail Invoice

    Please add Retail Invoice as main Module under Sales and need to give separate template option

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  4. IN SOFTWARE MUST BE ENABLE HOW CAN I CHANGE THE DESIGN OF INVOICE ACCORDING TO MY REQUIREMENTS

    PLZ DESCRIBE HOW CAN WE CHANGE THE DESIGN OF INVOICE ACCORDING TO OUR REQUIREMENT

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  5. please include the option for selecting the partial sales order of the same client while invoicing.

    currently we can select normal job but not partial job while we create a new invoice. so please include that option also

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  6. 1 vote
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  7. ADD RESSOURCE ON THE ARTICLE

    please add a field 'ressource' on the article could be a good solution to link with a people'name or to a room or to a something else

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  8. I think it is good to add a feature that someone can recheck a deleted invoice in the system in case someone wants to know what went wrong.

    I think it is good to add a feature that someone can re-check a deleted invoice in the system in case someone wants to know what went wrong. this should be helpful

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  9. I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice .

    I want to display the name of Sales Man and Cost Center Location or "Reporting Tags " in Retails Invoice . . , please suggest .

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  10. 1 vote
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  11. Saudi Arabia Legalities

    Information required for VAT invoices
    The tax invoice must include the below details related to the transaction, provided in Arabic:
    • The invoice issue date and the date of supply (if they differ)
    • A sequential invoice number to identify the document
    • The supplier’s legal name, address, and tax identification number
    • The customer’s legal name, address, and, when the customer is self-billing, tax identification
    number (and a statement that the customer and supplier have agreed to self-billing of VAT)
    • The quantity and type of goods, or the extent and nature of services provided
    • The total amount…

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  12. Admin to Admin Approval Options

    If an Admin needs another Admin to review an Approval there should be a drop down to pick the Admin that needs to approve/review it.
    Ex: 2 Admins; #1 was on the Sales Call and knows the details. #2 Admin creates the Invoice but needs the #1Admin to check it before it's sent. Just pick from dropdown Submit To: Admin1
    If not there is a list of approvals #1Admin does NOT need to approve.
    also; If approvals is enabled; being an Admin you shouldn't have to go to a separate page to approve and send; it should be exactly as…

    1 vote
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  13. 1 vote
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  14. Need a column Sales-Invoices-Custom Report Primary Contact name should be displayed

    We have created a custom report in Invoices by using your custom column.We need one more column like Contact name and Primary Contact name against customer name

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  15. Tax Summary in Base Currency

    Tax Summary in Base Currency Required

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  16. Bilingual

    we need to have Bilingual options to create invoices etc. as here in Saudi Arabia we are required by Saudi Authorities to show our invoices in English & Arabic both Languages. we have been given time till end of March, from effective 1st April,, invoices only in English will not be acceptable.

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  17. Indicate the estimate number on the invoice

    I need to automatically enter the corresponding estimate number on the invoice. I do it manually but I think it has to be simple to automate?

    1 vote
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  18. Allow bank charge account to be specified when receiving customer payment against invoice

    When I receive payments, I would like to include the credit card processing fee when entering the customer Invoice payment.

    Invoice payment allows for "bank charges" to be specified, but they are hard wired to use a generic bank charges account, which is not applicable if the charge is part of Cost of Goods Sold (COGS) - I would like to have the flexibility to change this, so that it goes to a (COGS) credit card charges account.

    A benefit of this, would be that I would not have to enter a separate transaction to mop up the difference between…

    1 vote
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  19. to provide 2 Selectable options in Terms and Conditions

    I Just want 2 Different Terms and Conditions in one invoice.
    If it is possible please make 2 selectable options from which we can select any one according to our need.

    1 vote
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  20. Page Setup

    Page setup should be added under the Templates, current templates are using more spaces between line items, if we enter more than 10 line items, it will move to the second page.
    some applications have the features like Fit to page option. so we are expecting the same

    1 vote
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