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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. compress sales invoice format

    please compress and make it short sales invoice format and page layout, and while entering the items details please search items as 1st to end character not searching proper

    1 vote
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  2. e-invoicing, as launched by Govt of India

    ‘E-invoicing’ or ‘electronic invoicing’ is a system in which B2B invoices are authenticated electronically by GSTN for further use on the common GST portal.

    Under the proposed electronic invoicing system, an identification number will be issued against every invoice by the Invoice Registration Portal (IRP) to be managed by the GST Network(GSTN).

    All invoice information will be transferred from this portal to both the GST portal and e-way bill portal in real-time.

    Therefore, it will eliminate the need for manual data entry while filing ANX-1/GST returns as well as generation of part-A of the e-way bills, as the information is…

    1 vote
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  3. Allow E-Signatures for Invoices

    Please allow CUSTOMER e-signatures on INVOICES. Currently you only allow customers to sign the estimate but not the invoice? Seems a bit counterintuitive if your business doesn't create estimates for your existing customers.

    3 votes
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  4. discount

    Discount to be split over item sales rather than posted to a discount account - similar to landed cost.

    3 votes
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  5. delivery note don't show total in header

    There is an option to not display Invoice Total on Delivery Note header in Standard Template. The option does not work in "Standard Japanese" template - don't know why. Please enable the option to not display Total in Standard Japanese template.

    1 vote
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  6. show Net invoice amounts on views

    Views only show the gross amount of an invoice. In the UK we also need to report on NET for p&l purposes

    4 votes
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  7. mass cloning of invoices

    It would be useful to be able to clone the desired invoices en masse by checking them off.

    3 votes
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  8. Indian language support for all text including numbers. Especiall in Marathi

    I want to create invoices, POs, quotes, and all other documents in Indian local/ regional language, especially Marathi.

    1 vote
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  9. 1 vote
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  10. Auto Total Selected Invoices

    When selecting multiple invoices I would like Zoho to total them for me. This will help when customers do not pay invoices in succession.

    3 votes
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  11. 1 vote
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  12. 2 Bank Accounts of Different Branches

    Bank Account details has to be set up in Invoice Template and selected Invoice template becomes default for the entire company. When we activate Branchwise accounting this creates trouble. Suppose 2 different branches may have 2 different Bank Accounts and each expects payment from client to be received in their respective Bank Account only. In such case when Invoice is generated it always shows the Bank Details which are mentioned on default template and thus creates trouble for Invoice creation.

    4 votes
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  13. 1 vote
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  14. Option to let the logo be on top of header

    In Zoho Books, when you use a header it covers the organization logo. I need an option to have the logo on top of the header

    1 vote
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  15. add more functionality to Custom Templates

    It would be great if there were more functionality added to the custom template option. It is very limited, and the editor has many bugs. Features such as customizing fields, changing their orientation on the page, flipping the page vertically to allow the same items to be reflected on the other side of the page, and supporting adding multiple languages for the same field.

    3 votes
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  16. I need 2 accounts to be linked for 1 deal and sometimes even 3 and more accounts.

    We need 2 accounts to be linked for 1 deal and sometimes even 3 and more accounts.
    We need to create invoices for multiple accounts per same deal.

    1 vote
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  17. To be able to send invoices, ... not only in pdf, but also in XML

    To be able to send invoices, ... not only in pdf, but also in XML

    1 vote
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  18. Packing Slip should be available for multiple invoices.

    It helps in loading sku wise material into delivery truck.
    1) When multiple invoices with same type of SKU are to be loaded for delivery then it speeds up
    2) Speeds up loading drastically
    3) Inventory mismatch is reduced

    1 vote
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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

    3 votes
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  20. Would like the ability to create invoices that go to deferred revenue.

    Ability to create invoices that posts to the balance sheet deferred revenue account. We bill annually a year in advance for our managed services. Our old accounting system allowed us to directly post invoices to deferred revenue, however, zoho books only allows invoices to be booked to revenue accounts, which means due to revenue recognition, I have to manually move the revenue to the balance sheet. It was suggested to use Retainer invoices, however, this does not allow us the ability to calculate taxes or include shipping addresses (i.e. when we are supporting a location, that is paid for by…

    7 votes
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