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

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1005 results found

  1. GST on Freight Charges

    As far Shipping Charges/Freight Charges is also GST applicable, wherein, in your current software if you want GST to be calculated for Freight charges it is not possible. Your call center team suggest us to add as another line item this shipping charges which is not the right way of doing it

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. Add a line for the Paypal fee on invoices

    PLEASE add a line for the Paypal fee to be automatically calculated and added to the total amount on estimates and invoices. Then it is passed on to the customer and simply part of the total cost, so there is no mismatch with amounts in Paypal.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  3. Customization options for templates

    Please give us more customization options.
    For organization name in template "Simple" If you increase the font size to 10 then the organization name is shown in two lines. If you add a second line of address it does not show up in the invoice. Most times the Registered name & the trading names will be different. We dont get the option to make a trade name bold. The customer should get the option of customizing which portion of a document he need bold/italic or if he requires a left/center/right orientation etc. Even the rupee symbol if selected works with…

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. scheduling of email in Zoho Books

    I would like to schedule emails when emailing invoices i.e. for the following morning

    5 votes
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    2 comments  ·  Invoices  ·  Admin →
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  5. Show the total tax withheld across all invoices for a particular period

    See the total tax withheld for a quarter/ FY, so that the same can be verified at government sources and made good.

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. associate sales order on a recurring invoice

    Why can we not associate sales orders to recurring invoices?

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Shipping Address Advanced Search Options

    Please allow using the shipping address as a choice in the Search Criteria/Advanced Search in Invoices/Sales. It's hard to find an old invoice for a customer for a specific shipping address when there are hundreds of invoices for that customer.

    5 votes
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  8. Recurring Invoices for a automated updated billing period

    I am a service provider, I provide service for a time period,

    like I provide broadband connectivity for 1 month and amount I take is Rs. 30000 per month for billing period of 01/03/2019 to 01/04/2019

    Right now I am using custom entries to enter billing period but if this could be automated for recurring Invoices for next month billing period could also change to 01/04/2019 to 01/05/2019

    that would be great for many of us,
    '
    Thank You

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. Cash sales Receipt

    Please add a Cash Sales Receipt to take into consideration items sold on cash and also help track individual items sold on cash. It is wrong and tedious to use an invoice and receive payment for a cash sale. Please add "Sales Receipt" as a feature.

    5 votes
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  10. Provide Edit Template for "unpaid invoice list" & automate

    Enable the ability to edit the Unpaid Invoice List as a template, but then amend the template per client.

    5 votes
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    1 comment  ·  Invoices  ·  Admin →
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  11. A transaction that has been filed in a tax return can not be changed.

    Give the opportunity to modify a transaction even if it enters a tax return. Simply indicate the difference and take it into account in the following statement.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Create a RETAINER INVOICE that I can apply billable hours towards after it's paid

    I would like to create a Proforma Retainer Invoice and send it out for payment. I would then like to apply my billable hours for that project against that invoice until it reaches $0 - or if the billable hours goes beyond it will ask me to save the extra time as billable (or ask me to create a 2nd invoice.) Anyone using retainer for services - this is the missing piece in Zoho. Today; I have paid invoices and billable hours, but can not match them up.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Packing slip total # of pieces

    We sell physical goods and when packing the items, it would be very helpful to have a "Total # of pieces" option at the bottom of the packing slip.

    That way, after packing goods a quick look at "total # of pieces" would help the shipper verify if everything has been picked.

    5 votes
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  14. Customer Payment Terms - Due Net 10th or Net 15th

    Instead of having terms of xx days from the date of the invoice, we invoice our customers so all payments for a month are due on a certain day. IE. Term of Net 15th means that anything that is billed to an account this month - Payment will be due Next month on the 15th.

    5 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Email packing list to warehouse

    It would be helpful to be able to email a packing list (invoice) to the warehouse. We have two different warehouses, so we would want to choose which warehouse to email. We do not want the packing list sent to the customer, just the warehouse.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO

    Delivery Note : Sales Order Ref also to be printed as that is actual Customer LPO

    You should add sales order ref field as well, as the store where it is delivered understands the customer LPO which is internal to its company.

    thanks

    mani jain

    4 votes
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  17. 4 votes
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    2 comments  ·  Invoices  ·  Admin →
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  18. Support Delayed Charging in zoho books

    whenever an estimate is created , there should be option to "delay charge" . So that when it is converted to invoice and then charge is made until then Amount is in HOLD. Most of the payment gateways support "pay now and charge later". For example , Stripe support "charge/capture" to capture the amount in hold.

    4 votes
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  19. 4 votes
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    3 comments  ·  Invoices  ·  Admin →
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  20. Quick Entry Improvement for Invoicing Sales that have already occured

    This request is for the 'Import' system, so no gui changes requested. In the 'Import' system, it would be helpful if all the Invoice steps could be completed at once. Basically, there is no way to bulk input all the way to the paid phase. So, I would like to be able to enter in the 'status' field 'Paid' and fill in the 'Paid on Date'. Basically, I think this would just require an adjustment to how the data gets parsed into the table.

    4 votes
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