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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. Search should support any keyword. Search bar needs improvement

    Whenever we try to add a new item to any bill, we need to search it by exact keyword from the very first character. Suppose I want to search Smart Watch then I must have to type Smart first. If I directly type Watch then it will not show anything.
    This needs to be improved. It should support wildcard search. So, no need to remember each and every item exactly what it is.

    3 votes
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  2. I would like to be able to edit the layout and fields in the delivery note so a template for that would be useful.

    I would like to be able to edit the layout and fields in the delivery note so a modifiable template for that would be useful.

    1 vote
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  3. Orbilogin, orbi satellite not connecting

    https://orbirouterssetup.com/troubleshooting/orbi-satellite-sync-failed-orbi-satellite-not-connecting/
    Today in this article, we will cover all the major issues including the orbilogin and
    orbi satellite not connecting. To access the Orbilogin admin page, go to
    www.orbiapplogin.com or https://orbirouterssetup.com/. If you encounter an error during the orbilogin

    Orbilogin, orbi satellite not connecting

    Today, well go through all of the major issues, such as orbilogin and orbi satellite not
    connecting, in this article. Go to www.orbilogin.com or www.orbilogin.net to get to the
    Orbilogin admin page. If an error occurs during the orbilogin procedure, restart the device
    and wait for the system to boot up. If you don;t have…

    1 vote
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  4. Total for the qty. is missing.

    invoice should reflect total qty. in numers. for e.g. Total Qty - 50 pcs

    1 vote
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  5. API / GUI Option to Mark Invoice as Sent

    Hi

    I posted this idea some time ago. It has been marked as "Available" but it is not.

    https://zohofinance.uservoice.com/forums/283818-zoho-books/suggestions/7601382-mark-invoice-as-sent-without-sending

    I would like to be able to mark an invoice as sent when it is added (either via the API or when manually added via Books GUI).

    The main reason I want this functionality is that in many instances I do NOT want to email the invoice to my customer.
    To do this at present I have to post the invoice and then manually mark it as sent.

    The ideal would be to have an option in the GUI to "Save…

    1 vote
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  6. Invoice Generate time on must be showing on the invoice

    Invoice Generate time must be showing on the invoice i cant find this option in ZOHO BOOKS.

    1 vote
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  7. Drop Down Menu for Terms

    This can be applied to all entries...

    Offer drop down menu to accomodate various terms and conditions offered client /product /service specific

    1 vote
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  8. print delivery note in multiple copies

    I would like to be able to print delivery notes in duplicates and triplicates like the invoice, but with custom headings
    original
    customer copy
    etc

    0 votes
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  9. Add a report for Reminders

    It would be good to have a report showing the reminder emails that have been sent over a period of time. It's difficult to track these when the only visiblity of reminders is on the invoice itself.

    1 vote
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  10. Simplify invoices when working with Size Variants

    We're a Clothing company and we've been using Zoho Books since the beginning.
    Now we're working with a lot of different items we find all our invoices become really long and not easy to understand by our clients and when we want to double check stuff.

    There's way too many lines because of the size variants, so let's say a client orders 20 different items in 5 different sizes, this means 100 lines and 6 pages.

    Are you able to make a summary or just show all variants in one line?

    3 votes
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  11. Supress showing CGST & IGST breakup for consumer invoices

    In a consumer invoice, I don't want the 2 GST amounts to be shown to the clients. They should be computed, but not show in the invoice as end consumers feel they are paying more..even though it is just a breakup of the product MRP

    1 vote
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  12. Add stripe surcharge

    It would be great to be able to charge the Surcharge for payment gateways to customers at checkout. ie it doesn't show on the total, but adds in when the payment method is chosen

    4 votes
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  13. Please add Payment dates on the invoice OR add payment date at item list

    Once an invoice is paid it reflects a payment at the bottom but please can you add the payment date of each individual payment, I urgently need this so that my clients can use the invoice to claim back from their medical aid.

    Alternatively each payment date and amount can also be added to the item list in order to act as a transaction/account history.

    3 votes
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  14. 1 vote
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  15. 4 votes
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  16. clearly guide us to select different sales account while creating a sales entry

    i am unable to know how to elect a sales sub ledger such as credit sales, cash sales etc.

    1 vote
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  17. In case of more than 50 lacs single invoice TCS tax is applicable, but in few case it's not applicable. those details are missing in FAQ.

    In case of more than 50 lacs single invoice TCS tax is applicable, but in case of Trading this tax is not applicable, but in your FAQ in this not mentioned.

    Please provide more details on TCS tax.

    3 votes
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  18. Export Overdue Invoices List in PDF Format

    It would be great if you could add an option to export current view of overdue invoices in PDF format.

    6 votes
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  19. Import the Recurring Invoices - Overwrite Function please

    Please allow us to import with OVERWRITE for the Recurring Invoices. This will allow us to export existing Recurring Invoices, make necessary changes in Excel, then import it back into ZOHO. This would greatly help when we want to add a one-time note on all "Next Invoices" or if we decide to update a particular field that was previously unused. The bulk update only allows updating of fields 25 at a time.

    1 vote
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  20. option to select the Bank Account details from a multi tab that need to appear on Invoices

    We need to use different bank accounts for different Customers. It would be great if we are able to select the Bank Account Details to be used when we generate an Invoice. It can be a multi tab or a drop down list from where we can select the same.

    1 vote
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