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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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. 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


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1006 results found

  1. Mark SO as invoiced

    I'd like to be able to mark an SO manually as invoiced.

    19 votes
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    2 comments  ·  Invoices  ·  Admin →
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  2. Auto-generating invoice prefix PER CUSTOMER

    Currently if you use an auto generated invoice/estimate # it uses a single prefix for all invoices. (example, INV-00076) It would be helpful organizationally to have the option for the prefix to be set per customer. So each contact could have auto-generating invoice and estimate numbers that use their unique prefix. (So Bob's Firework Palace could have a prefix of BFP-00017, and Tech Barn could be TB-00099). It would be great to have the ability to set this for invoices and estimates separately per customer and also a field for a global option.

    19 votes
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    2 comments  ·  Invoices  ·  Admin →
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  3. Add a weight field. In addition to a description field there should be a way to show the item's weight.

    I would like to have a column that shows the weight of an item sold and a total estimated weight at the bottom of the invoice. Their should be an option to list the weight as you would a part number or item description.

    19 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Combine Retainer Invoices and Traditional Invoices

    When I look at outstanding invoices I would like to see retainer invoices in the same place so I can see everything that is overdue in one place. Also, when receiving payments I would like to be able to apply the payment to an invoice or a retainer invoice or both. If a client writes us one check for three separate retainer invoices I have no way to apply it to all three invoices. It would make sense to include outstanding retainer invoices as an option when choosing "Payments Received". Today I received one check and am going to have…

    18 votes
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    2 comments  ·  Invoices  ·  Admin →
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  5. Credit card rejections - send e-mail to administrator

    Right now credit card rejections are ONLY sent to the end user(s) whose card has been rejected. Ideally the administrator (or an identified user) should also receive a rejection notice via e-mail when credit cards are rejected along with the reason code. Really all you need to do is CC the client rejection e-mail to the administrator.

    18 votes
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    0 comments  ·  Invoices  ·  Admin →
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  6. Include invoices and receipts in backup

    although the backup function provides some usable output there are no invoices included in the zip file.

    It would be very relaxing to take a backup and also get:
    => all invoices as PDF
    => all uploaded receipts for expenses, bills

    This would reduce the overhead of saving everything twice.

    18 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Add multiple payment to Retainer Invoices

    Add an option to allow multiple payments for a Retainer Invoice.

    18 votes
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    2 comments  ·  Invoices  ·  Admin →
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  8. you to make it easier to paste numbers.

    Hi there,

    I do a lot of copy/pasting and every time i do it, i have to clean up the number to remove any commas and dollar signs etc, from my other software. This is very inconvenient.

    This is what happens:
    When i paste $2,334.00, ZOHO books does not recognize it as a legitimate number.

    Are you able to add this feature? I used QBO a few times and there you can paste anything and it will recognize it.

    Thanks

    18 votes
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    3 comments  ·  Invoices  ·  Admin →
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  9. Would like to use our own SMTP server to send invoices

    Would like to use our own SMTP server to send invoices

    17 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. 17 votes
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  11. 16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. Create deposit invoices based on a % value of total invoice amount.

    For larger projects businesses often ask for a percentage of the total amount of a project to be paid upfront prior to the works commencing. I would like to be able to create a project invoice and then issue the deposit invoice to a customer from this, the remainder of the invoice is then due once the project has been completed and the appropriate invoice can be sent to the customer. I notice you have a number of workarounds, however this is a very common requirement of most businesses so should be incorporated into Zoho Books. You have a Retainer…

    16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. Add Tracking Number & Shipped Status to Invoices

    I would like to be able to:
    1) Add tracking number to the invoice so we can easily identify if an order was shipped and via which carrier
    2) Mark items as shipped.

    We currently use Aftership.com which is a great service. Would be nice if it could be integrated to the system.

    16 votes
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    2 comments  ·  Invoices  ·  Admin →
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  14. Progress billing for Service oriented companies

    Multiple Invoices from one Sales Order for service industry

    16 votes
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    0 comments  ·  Invoices  ·  Admin →
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  15. Support for XML and digitally signed documents

    My request is to add additional file formats as allowed attachments to transactions. There cases where I have to attach an XML file or a .P7M file (a digitally signed file) to a transaction. Since those documents are generated by government agencies (Italy), they cannot be converted in other formats but must be kept in their original format.

    16 votes
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    0 comments  ·  Invoices  ·  Admin →
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  16. Convert Invoice to PO when Invoice created from Estimate

    The ability correctly exists to send an Estimate to a Customer via the Portal, and when the Customer accepts the Estimate it will auto-create the Invoice based on settings in Preferences.

    But when using this capability, it isn't possible to convert the paid Invoice into a Sales Order in order to convert to a Purchase Order. This is a big problem and eliminates 70% of the value of delivering the Estimate via the Portal.

    When a Customer pays via Estimate, there is ZERO VALUE in creation of a Sales Order. Payment has already been made. There must be the ability…

    16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  17. Please add a feature by which multiple delivery challan can consolidate in one invoice.

    In many industries party sale goods to customer on delivery challan basis because some times delivery goes to them multiple times in a Day so it is not possible to raise invoice for every delivery challan. So I think it would be great if you add a feature by which multiple challan can consolidate in one single invoice.

    16 votes
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    0 comments  ·  Invoices  ·  Admin →
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  18. Sales order from partially invoiced to invoiced manually

    Not all of our sales orders are fully invoiced as we work on a re-imbursables basis. We therefore have many SOs that are in Partial Invoiced status but fully Invoiced as far as our business is concerned. Would like to be able to manually change a SO status from partially Invoiced to Invoiced.

    15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  19. Invoices written off should show as "Written Off" not "Paid"

    Currently, when an invoice is written off, its status shows as "Paid". This is clearly not the case and will cause confusion when staff are chasing debts from returning customers. Please change the process so that when an invoice is fully or partially written off, the status show as "Written Off" or similar.

    15 votes
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  20. 15 votes
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    1 comment  ·  Invoices  ·  Admin →
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