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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. Adding time period of service

    for service providers , It is better to enter the details for the time period services are rendered rather than one single date .Hence will be helpful in sales reports too

    3 votes
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  2. Packing List for export

    Please add Packing list option which is customized for every one in which we can put detail of consignment dimension, net weight, gross weight, amount, no. of items and etc.

    1 vote
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  3. 1 vote
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  4. I would like to see the ability to insert Subtotals in the body of an invoice.

    I would like to see the ability to insert Subtotals in the body of an invoice.

    4 votes
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  5. I have more than 300 customer, all have different prices for different items , how can i manage them ,

    While invoicing when i put manually price for an spcific item for a specific customer it should be automatically update that price in back hand for that customers ,

    0 votes
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  6. Multiple terms of payment

    30% payment for the invoice, the balance due will reduce accordingly and only the 70% balance will be displayed.

    Show the balance due of the date of the first terms.

    1 vote
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  7. Remove Avalara restrictions on Discounts!!!!

    There is absolutely no reason that Avalara should be tied into, and therefore restricting, discounts!!!!! Taxes are only applied to item totals and order totals, so why do you have it involved whatsoever??

    1 vote
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  8. 1 vote
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  9. Mark invoice as sent in bulk but it is not showing any option

    Mark invoice as sent in bulk but it is not showing any option.

    1 vote
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  10. Paperless

    we need the option to be able to use tablets for our customers to sign the invoice and delivery note the we can email it to them instantly.

    2 votes
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  11. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

    3 votes
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  12. i want a free column while estimate, sale order , invoicing,

    need a free column while creating estimate, sale order, and invoicing, i have a medicine trading business, we are giving free pc/strips like for eg, crocin tab 10 quantity+2 free quantity, and it should be less in stock also ...

    0 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. comments be updated to include the email address on reminders

    Include the email that payment reminders are sent to in the comments. When you send out an invoice it shows who it was emailed to, add this same variable to the comment created when payment reminders sent out.

    3 votes
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  14. Sales person contact number shall be displayed in the invoice

    Sales person contact number shall be displayed in the invoice

    4 votes
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  15. Apply Tax Witheld without Payment

    Hi, will really appreciate if you can add a feature wherein we can manually enter Tax Deducted at Source (TDS) / Tax Witheld amounts without recording a payment received as in some cases Tax Witheld is credited by Customers much before they make payments, hence this would provide exact outstanding amount from a customer.

    1 vote
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  16. Pls add lorry/ truck no. and eway bill no. column in Invoice

    Pls add lorry/ truck no. and eway bill no. column in Invoice as it is necessary in my all invoices.

    2 votes
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  17. Put more information on normal invoice of the retainer invoices already paid

    In final normal invoices, when a retainer invoice has been paid, it is shown at the right bottom of the invoice the amount of the retainer invoice paid in red, ok.

    In order to be more clear for us and for the customer to remember which retainer it is, could you please add more information about that retainer invoice paid like :

    Retainer invoice Number
    Retainer invoice date
    Retainer invoice % (percentage of the total final invoice)

    example :

    Retainer already paid : RET-0001 - 01/24/2020 - 50% 10 500 $

    Thanks for taking in consideration that request

    9 votes
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  18. Customizable Import Field Identifiers

    When importing invoices, I'd like to be able to choose which field is the unique identifier they should be associated with.

    I have client accounts with the same name but with unique account numbers. The platform I use to process orders/generate detailed invoices requires the legal entity name on the account so we differentiate the sub-accounts/departments by account number. This creates an issue when importing and I'm unable to edit the unique field identifier.

    3 votes
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  19. Invoice no. as per customer

    There should be option to generate auto invoice no. for each customers.

    e.g: Customer ABC, Customer XYX.....then to generate inv for ABC... we should have prefix as ABC-2021(Financial Yr.)-001 (Auto incremental inv. no.).

    to generate inv for XYZ....Invoice # XYZ-2021-001...like this.

    1 vote
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  20. provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

    provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

    3 votes
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