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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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1005 results found

  1. Allow return of inventory item on sales invoice or order directly without having to issue a credit memo.

    It is cumbersome to create a separate credit memo against an open invoice especially in a POS situation. Should allow customer to return items on same sales receipt (and especially if there is no prior sales order to return it against).

    3 votes
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    0 comments  ·  Invoices  ·  Admin →
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  2. To select an invoice template depending on the checkout page is coming from the sale

    to be able to select an inovice template depending on from which checkout page is made the automatic sale

    1 vote
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  3. Allow individual timesheet entries to appear on invoices

    I work with a lot of lawyers, who always want to see exactly how time is kept when I work on a file. An option to post all timesheet entries with my notes on invoices would really help automate legal workflows.

    3 votes
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  4. Print invoice with option to print packing & delivery notes also

    Print invoice with option to print packing & delivery notes also maybe using a tick box in the print option.

    1 vote
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  5. Clone invoice to sales order

    It would be handy if you could clone an existing invoice into a new sales order.

    1 vote
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  6. please create an advance payment amount option in the invoice

    have a item which says advance payment % that is automatically calculated and then have this as the main invoice which auto subtracts and goes out as reminder for remainder

    1 vote
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  7. 1 vote
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  8. Add TDS (Tax Deducted at Source) section in ZOHO Books.

    Add TDS (Tax Deducted at Source) section in ZOHO Books.

    4 votes
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  9. Show credited invoices as "credited" rather than "paid"

    When in a customer record, in the "sales" tab, currently, invoices show as "paid" when they have a credit against them. This is fundamentally wrong - they should be marked as "credited".

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. Profit per invoice listed ad a choice of a column when reviewing invoices

    Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you

    0 votes
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    1 comment  ·  Invoices  ·  Admin →
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  11. adding 'Record Payment' feature to Bulk Update

    Currently, i am unable to mark all unpaid invoices as 'Paid' by using bulk update feature. pl include it as individual invoices needs to be marked as 'Paid'.

    1 vote
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  12. send later function on retainer invoices

    Please can you add the send later function to Retainer invoices. If i win a contract, id like to be able to fill out the retainer invoices there and then, and schedule to send 14 days prior to contract starting.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. Custom Fields Translation

    We need to be able to translate custom fields.
    All our clients have invoice templates in several languages. Currently we cannot translate the custom fields in those languages, which is a problem. The custom fields should be translated the same way all built-in fields get translated when choosing an invoice template language.

    12 votes
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  14. 1 vote
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  15. automate all invoice emails to go out with my trustpilot link in the bcc section?

    Trustpilot provides a link to go in the BCC section of an email so that they can follow up later with the customer for an unsolicited review. To save cutting and pasting this in (which I often forget) can invoice emails add this automatically?

    1 vote
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  16. signature

    Capture client signature on invoices on mobile device. Joist app has a great integration.

    2 votes
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  17. create recurring invoices in advance

    "Create recurring invoices ____ days in advance". I need to generate recurring invoices up to 90 days on certain clients. This is a feature quickbooks offers... would like Zoho to implement as well.

    6 votes
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    1 comment  ·  Invoices  ·  Admin →
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  18. format for INVOICE

    the format of invoice for each entity is different. the style, size, color and placement of logo and other mandatory fields like date, invoice number, HSN code etc.

    Pls allow for option to customise the standard formats / templates available in zoho books.
    Introduce placeholders for each field. Each of these can then be modified for its placement, shape, size, color etc etc.

    Once done, this can be saved by the user for future use. Makes it standard and unique for each business.

    3 votes
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  19. I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    I HAVE BUSINESS IN MEDICINE , SO I NEED ONLY MONTH AND YEAR LIKE 03-21 IN EXPIRY, HOW CAN I HIDE DATE

    0 votes
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    4 comments  ·  Invoices  ·  Admin →
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  20. Remove Quantity details from invoice

    Remove Quantity details from invoice for the services i.e. there should be no Qty details for the invoices for the services

    6 votes
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