Skip to content

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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1009 results found

  1. Allow Invoice Templates to be made "Inactive"

    Allow Invoice Templates to be made "Inactive"

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. add a send invoice to alternative e-mail address field to contact

    use case: the payer is not the direct customer. We send the invoice for a service that a person requested to the e-mail address of the insurance of that person. To send this invoice from Books we have to create a secondary contact person with the e-mail address of the insurance as of now. We think this could be simplified having a field inside the contact that can be used when the invoice should be sent via e-mail to a different address.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding the rate myself)

    I would like to be able to list Invoice items in US$ then, after the sub-total, convert to GB£ for the total due (adding or selecting the current exchange rate myself)

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Colomb

    Customisation field- “(item rate X quantity) + tax amount” - amount with Tax

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. QR code for reading items in Inventory

    Hello, Zoho Inventory is able to use barcodes for items. It's very nice but the SKU must be numerical values to use this feature. Numerical SKUs are unworkable for humans, so we use alphanumerical values.

    This wouldn't be an issue if the Zoho Inventory app was able to read QR codes on top of barcodes. Honnestly speaking barcodes are a thing of the past.

    Could you upgrade this features to read also QR codes?

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Non-rate based Tax / Custom Tax Amount

    In our industry there are taxes that are not based on a percent of amount. Sometimes it is a flat fee, sometimes it is a fee based on quantity. To accommodate this, could we have a tax that is just editable on the invoice? This way we can do the calculations and add it if it doesn't fit in the standard % of amount tax model

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. invoice multiple address

    Can you add the ability to assign items to different addresses on an invoice? We sell services to customers who have multiple locations and need to see the invoices separated by location.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals

    E-invoice should accept Unit Price in 2 decimals automatically even if actual invoice is with 3-4 decimals,

    If we upload E-invoice manually with utility we make unit rate in 2 decimals even if actual invoice is in 3 or 4 decimals, the total remains same in E-invoice portal, but while pushing invoices from Zoho to E-Invoice IRP, it shows error of Unit price is invalid. Its not even accepting the negative round offs.

    So, if manual E-invoice utility accepts rounded unit price in 2 decimals, zoho also need to push invoice to IRP in the same way, its showing error…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Add time to recurring invoice

    I would like to be able to add timer hours to any recurring invoice before it is sent OR I would like the Draft of a recurring invoice sent to ME and not to the client, so I could manually add my hours to any recurring invoice.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Allow external SMTP configuration for mail sent from Zoho Books.

    Allow external SMTP configuration for mail sent from Zoho Books. This will allow mail to be sent verified from an organization's own official mail server vs. "spoofed" and go into spam alot of the time. I had a client behind over a month on several invoices after switching to Zoho books -embarrassingly for us - all our invoicing was going straight to their spam folder because it wasn't routing through our o365 exchange online mail.

    This is a VERY important feature to have, and I'm very surprised a paid service does not currently have it already.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. progress billing

    When you start a project you bill 50%, then as execution progress, you bill accordingly per percentage done.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. importing estimates

    Perhaps this already exists and I've not found it... A CSV template that allows for importing a CSV of an estimate from another software application into Zoho Books.

    We use a proposal-generating application that offers seamless integration with Quickbooks Online and the ability to export the proposal as a CSV file, which can be imported into Quickbooks desktop & Peachtree.

    It will make the decision to move away from QB easier if such as template exists (as I know there is not an integration).

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Choose the Transaction number series in the Template

    We can create different transactional numbers but to automate things would be easier to associate it to a template and in flows I will be able to choose the template and thats it.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Edit the Invoice template layout

    Please include the option to edit the report layout as there are some extra spaces displaying in the Invoices but we cannot remove them.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Multiple contact names placeholders for invoice reminder email template

    Books allows me to select multiple contacts for an invoice at the bottom of the Edit Invoice page, but for the reminder email template, I can only add a placeholder for the first name of one customer. For example, I can have the reminder sent to multiple emails, but can only say "Dear %FirstName%..." I would like to say "Dear %FirstNameContact1%, %FirstNameContact2%, %FirstNameContact3%, etc"

    Thanks!

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. provide whatsapp details about invoice amount , payment reminder and payment received details also

    need invoice details(date - amount + some msg) to be sent to customers via whatsapp update... some local and branded software also have that options but zoho dont have that option. if u enable or create this means it will be more helpful for zoho users and also we save more papers and inks... kindly implement WhatsApp update to customer and vendor as fast as possible.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. printing invoice pdf

    When I print the invoice in pdf, the coloumn width of the invoice goes haywire. The item column becomes too narrow. There is a need to print the invoice as you see it on screen

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Retainer Invoice options to be same Invoice

    I cannot find the following options in the Retainer Invoice:
    1. Product selection in Table rather than just text fields.
    2. Fields in Table like HSN/SAC
    3. Payment reminders
    4. Tax
    5. When Retainer Invoice is paid, convert Retainer Invoice directly to Invoice and mark it as paid.

    I can understand that this is just an advance payment. Still, we critically need these options to be implemented as soon as possible.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. From email for invoices should have the ability to be from user, not just company

    I don't want one default email address when there are 4 sales people emailing invoices, should have ability to have a default for each user. Otherwise we can just share 1 zoho account and use a bunch of aliases, each account should have full functionality, and that includes their own default emails.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base