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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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1007 results found

  1. 16 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  3. Vendor Credit and Credit Note - Set Expiration Date - Write Off when Expired

    For my business, we issue Credit Notes to customers which expire in varying time periods (10 days, 30 days, or 1 year). I would like a way to set an expiration date so the customer cannot use that credit note after the date.

    More importantly, the credit should show on the Balance Sheet from the date of issuance to the date of expiration, and afterward should not be seen on the balance sheet. It is an actual liability if used and Zoho Books should record it as such and allow it to remain active for a certain time period.

    The…

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  4. "Tax Invoice" written on the customer invoice.

    In our country it is mandatory to have "Tax Invoice" written on the customer invoice. The available templates does not have such a template

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  5. Fully Customized Invoice Template Editable With Drag And Drop Features

    Fully Customized Invoice Template Editable With Drag And Drop Features

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  6. while invoicing a product to a customer, the previous invoice price of the same product should be displayed in a popup.

    I have many customers and I sell the same product to different customers at different prices. The purchase price of the product will also changes often. I would like to have previous selling price display while invoicing a product.

    15 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. Total page numbers at invoices

    There should be a total page number at the footer of the invoices.
    i.e. Page 1 of 8
    This is very crucial and urgent.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  8. Printing on a Existing Pre-Printed Invoice from the portal. It should be like just a fill in the blanks

    I request team to give an feature to print the required information only (i.e. Customer Details, Product and sales details only) on a Physical Pre-Printed Invoice Paper so that invoice copy looks for better.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  9. Skip an recurring invoice

    Let you you need to skip the next recurring invoice, I don't want to have to stop, and then have to remember to start it,

    3 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. packing list with value of goods

    Please add value column in the packing list while printing invoice available in zoho books. Value is also mandatory in packing list. AS of now only quantity is shown, which wont help the purpose of packing list.
    Thanks in Advance

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. GST rate for shipping or extra charges in invoice

    GST amount on shipping or extra charges has to be apportioned based on on value or quantity in purchase or sales invoice when multiple GST rate items in bill

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. Show the last time selling price for the chosen customer

    When making new seles transaction (Invoice or Estimate..etc) it's useful to show last time selling price for the chosen customer.

    22 votes
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    3 comments  ·  Invoices  ·  Admin →
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  13. WE WANT ONE TEMPLATE SIMILAR TO TALLY

    CURRENT INVOICE TEMPLATE ARE LENGHTY AND ALWAYS TAKES TWO PAGES.
    ITS WIDE WASTAGE OF PAPER JUST DUE TO BAD DESIGN OF INVOICES

    1 vote
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    2 comments  ·  Invoices  ·  Admin →
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  14. Secured view by Sales person

    when a sales person logs in they only see invoices they write and none for other sales persons an similarly when invoices are paid they do not see those or the alerts that they are paid.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. purchase order date

    purchase order DATE

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  16. special rate and special scheme

    while create invoice , when we put special rate for an item, to a party eg ABC , there should be an option to ask special rate , and same as we r giving special scheme like buy 10 get 1 free, then it ll be saved automatically that rate and scheme in backhand for that party..
    IS IT POSSIBLE in ZOHO

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  17. LOYALTY POINTS FOR CUSTOMERS

    when customer buy anything they will get points which can be reedem as future payments or discounts or gift.......

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  18. Allow option for entering start time and end time in invoice line items

    Zoho Books should have functionality that pulls "start time" and "end time" entries from timesheet and appropriately enters it in invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort

    Invoice number is considered as text, if we save invoice number as integer number it would not be possible as of now to sort .Suppose we save invoice number in order 1 ,2,3,-----100--100---1000 etc,it is not possible to sort the invoice number in order 1,2,3 etc , it sort in 1,10,100 etc order

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  20. 1 vote
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