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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. Carry delivery address over from SO to invoice.

    Multiple delivery addresses are a great improvement but would be even better if the alternate delivery address that is selected on the SO is carried over to the invoice created from the SO.
    As it stands Zoho is changing the delivery address to the default (billing address) when the invoice is generated which can result in the goods being sent to the wrong address.

    4 votes
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  2. more than one custom template

    Hello. We are using a custom template for our invoices. Sometimes we have to deal with the case that the contact doesn't pay the bill but the company does. So the header needs to be different. the invoice needs to be different in some aspects too. now i wanted to create another custom template, wich could be choosen if necessary. the customer servcie told me, you only allow one custom template per account. why? we have a corporate design, i cant use other templates. can you please enable at least two custom templates per account. would be awesome! thank you…

    4 votes
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  3. Please add the feature for disabling and enabling SKU separately for Purchases order and Invoices. few prefer not to have it in invoices.

    Please add the feature for disabling and enabling SKU number separately for Purchases orders and Invoices. We prefer not to show sku in the invoices.

    4 votes
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  4. create a function for tracking secondary sales for multi tier/tradtional distribution businesses

    create a function for tracking secondary sales for multi tier/tradtional distribution businesses

    4 votes
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  5. Taxable Amount label in Sub total section

    As per the GST TAX INVOICE format released by the Govt of India, the invoice must have a TAXABLE AMOUNT label in the sub total section. This section is missing in the GST invoice format which is there in ZOHO books. Request you to please make it available for all the invoice formats.

    4 votes
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  6. Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status

    Please include Service orders with Warranty, Non - Warranty & AMC with all features of quote preparation, invoice and payment status

    4 votes
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  7. adding invoice columns

    We are doing courier business, so we need to create invoice for monthly billing customers. So we need to show the Date of shipment, AWB# of shipment in each line item.

    4 votes
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  8. I feel list of invoices should have a sum total of all the listed invoice values as this is required to know the total value listed invoices

    I feel list of invoices should have a sum total of all the listed invoice values as this is required to know the total value listed invoices

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  9. Update Books for Retail

    Hi,I suggest to add item individual code and faster invoice without emailing, Tender cash record payment update. Try it make easier to use retail business. Kindly update new Templates for Retail, Vegetables shop.

    4 votes
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  10. Signature Positioning Option

    in invoices, some times text and signature get split into 2 pages, if we get an option of adjusting the signature position. it will help a lot of people

    4 votes
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  11. ZOHO Books for Transport Company !!!!

    Hi Team,
    I have one transport company, that billing and management of trailer are different from normal sale and purchase billing. we also need to track trailer expense. keep track of tolls, traffic challan etc.

    That will help for all transport company's are still using excel for manage business entry.

    If u make this type of model in ZOHO books or make another model for transport companies that will open new business model for you.

    Let me know if u consider this request.

    Thanks and Regards,
    Arun Kumar
    kumar.arun@outlook.com

    4 votes
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  12. Notification Bell Icon for the who is tagged during comments , Similar to the one in Zoho Projects

    Tagging of the user which we similary do in Face book to notify them incase we would like to highlight and it will be reflected on the notification bell.

    This feature is available in Zoho Projects am afraid why not provided in the Zoho books.

    Appreciate if you could develop this and inform us.

    4 votes
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  13. Add Customer GST details in invoice

    Please Add Client's GST number section under client address in Invoice

    4 votes
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  14. Recurring Invoice

    I would like to be able to display retainer invoices on a customer statement. Currently only payments are on displayed on the statement. Since we issue retainer invoices in advance and accept payments in advance, it would be helpful to see both on customer statements.

    4 votes
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  15. Approval of Invoices from Senior

    Please have approvals of invoices made by Junior. The Reporting authority should have approve the invoice before it is sent to the accounts dept.

    4 votes
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  16. Default Quantity figure

    Once we create a new invoice and select a customer, the default value quantity for the given customer should already be set.

    For example, we should set the default quantity for that customer, so we dont have to enter again & again.

    4 votes
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  17. Apply tax to all invoice unstead of sigle product

    Juste like discounts , have the possibilty to choose how to apply it in invoices , means at level of the invoice amount or in level of signe item .
    When having many items in invoice and apply the tax one by one , it's juste too much

    4 votes
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  18. Tax Exclusive or Tax Inclusive

    Created invoice where the Line Item Item "Wood Pellet" is Tax Exclusive
    Created another invoice where the Line Item "Round Plate" is Tax Inclusive

    Now when creating new invoice and chosing one of the above line items, the software based on the previous setting should populate either tax inclusive or tax exclusive.

    So when Wood Pellet line item by default the tax exclusive setting should populate

    4 votes
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  19. vat entry before gst

    before gst, vat invoice is not generating

    4 votes
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  20. Sub Total Between Lines of Invoices

    Possibility to add Sub Total between Lines of invoice like it is with QuickBooks / so we can split the invoice in two sections or more... ex.: Professional Fees Section + Official Fees Section.... This is a special need for Legal Matter Invoices

    4 votes
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