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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.

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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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1009 results found

  1. 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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  2. 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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  3. Invoice Templates order summary page

    We would like the option to have a simplified line by line breakdown of a customers order with a sepereate page that includes the items sold with detailed descriptions of the items with no prices. This would allow us to have a complete listing of features and benefits. When reviewing an order, accounting wants just the line items and balances due, whereas others involved in approving an order like to know what is inclueded with a purchase in detail.

    2 votes
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  4. Invoice TEMPLATE cloning feature

    Can you please allow for cloning of Invoice TEMPLATE, so that a template can be duplicated with a differnt name and be modified for different uses (e.g., I have invoices with quantities and some that do not need quantities)

    2 votes
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  5. Insert variables into Invoice Numbers (Date, ID etc.)

    Hello

    It would be useful to insert variables into invoice numbers, to generate invoice numbers based on the date, the client ID, or anything else.

    In our firm, we use to generate invoice numbers like this :
    F{YY}{MM}{DD}xxxx

    F means "Facture"
    {YY} is replaced by year on 2 digits
    {MM} month with 2 digits
    {DD} day with 2 digits
    xxxx auto-increment number

    For example an invoice generated on Feb. 18th 2021 could be : F2102180045
    It's very useful to quickly find an invoice in our registry.

    We can also (but we dont use this feature) insert the Client ID, the…

    6 votes
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  6. Option for Custom Invoice Paper Size

    At my company we use Dot Matrix Printers, we need to be able to customize the size of the paper. At the moment the only options are A4, A5 and Letter. We need more sizes, or better yet, custom sizes.

    3 votes
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  7. GST waybill print option not available ???

    GST waybill print option is not available need to send the physical waybill with the invoices need it ASAP ???

    1 vote
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  8. AMC Work order Invoicing

    For First Invoicing:
    AMC Work Order with Description & Order Value
    Claim @ 25 % or 50 % or in term of %
    GST
    Total
    For 2nd Invoice
    AMC Work Order with Description & Order Value
    % of 1st Claim Invoice value
    % of 2nd Claim
    % of Final Claim
    GST
    Total

    1 vote
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  9. MULTIPLE PREFIX FOR INVOICES IN A YEAR

    IF A COMPANY HAS SPARE SALES AND SERVICES, THEY WOULD LIKE TO MAINTAINING BILL SEPARATE FOR SPARE SALES AND SERVICE RECEIPT ON WITH TWO PREFIXES, FOR EG. SPS/001... & SRR/001.... THIS THING GOOD FOR RECORD FOR B2C AND B2B SALES ALSO

    1 vote
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  10. vendor/customer option to exporting popup for invoices

    • add vendor/customer option to exporting popup for invoices
    • increase Date Range for invoice exporting
    0 votes
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    1 comment  ·  Invoices  ·  Admin →
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  11. how to place digital signature in invoice

    unable to find the option to select the location of the signature on invoice template. Please guide

    1 vote
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  12. how to print selected delivery notes in one action

    I want to give customers a delivery note instead of an invoice.. but don't want to have to click on each individual invoice to print a delivery note.. i want to select several invoices and print delivery notes for the the selected ones

    1 vote
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  13. item wise sales person

    Currently there is only an option for assigning sales person for the whole invoice. it would be great if there is item wise assignment of sales person.

    1 vote
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  14. Make delivery challan accessible to user who can generate invoice.

    Please make delivery challan accessible to user who can generate invoice. I dont understand the logic of hiding this module to users who generates invoice.

    1 vote
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  15. stop invoice creation for late paying customer

    If a customer has overdue payment, this function will not allow the sales team to make an invoice until the invoice is paid. this will save a lot of time on going over every invoice to make sure the customer has paid it before approving.

    1 vote
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    1 comment  ·  Invoices  ·  Admin →
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  16. Invoice a sales order on another customer

    Possibility to invoice a sales order on another customer.

    Customer 'X' order some products. We deliver the products, but he wants them invoiced on another account, for example his company 'Y'.

    On today this is not possible, but frequently asked!

    3 votes
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  17. Project Hour Subtotals on Invoices

    I want to group hours by task, but for each project, I want a subtotal of those hours.

    3 votes
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  18. make proforma invoice document

    make proforma invoice document with bank details and terms & conditions of the transaction for confirmaton of orders

    1 vote
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  19. 1 vote
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  20. Multiple estimates to be included to an invoice

    Like the multiple projects feature, it can be lifesaving to be able to have multiple estimates in an invoice. Cause multiple projects can be added in an invoice but then you cannot monitor the uninvoiced estimates

    1 vote
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