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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. To select an invoice template depending on the checkout page is coming from the sale

    to be able to select an inovice template depending on from which checkout page is made the automatic sale

    1 vote
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  2. Allow individual timesheet entries to appear on invoices

    I work with a lot of lawyers, who always want to see exactly how time is kept when I work on a file. An option to post all timesheet entries with my notes on invoices would really help automate legal workflows.

    3 votes
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  3. Print invoice with option to print packing & delivery notes also

    Print invoice with option to print packing & delivery notes also maybe using a tick box in the print option.

    1 vote
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  4. Clone invoice to sales order

    It would be handy if you could clone an existing invoice into a new sales order.

    1 vote
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  5. please create an advance payment amount option in the invoice

    have a item which says advance payment % that is automatically calculated and then have this as the main invoice which auto subtracts and goes out as reminder for remainder

    1 vote
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  6. 1 vote
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  7. adding 'Record Payment' feature to Bulk Update

    Currently, i am unable to mark all unpaid invoices as 'Paid' by using bulk update feature. pl include it as individual invoices needs to be marked as 'Paid'.

    1 vote
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  8. Packing slip total # of pieces

    We sell physical goods and when packing the items, it would be very helpful to have a "Total # of pieces" option at the bottom of the packing slip.

    That way, after packing goods a quick look at "total # of pieces" would help the shipper verify if everything has been picked.

    5 votes
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  9. 1 vote
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  10. automate all invoice emails to go out with my trustpilot link in the bcc section?

    Trustpilot provides a link to go in the BCC section of an email so that they can follow up later with the customer for an unsolicited review. To save cutting and pasting this in (which I often forget) can invoice emails add this automatically?

    1 vote
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  11. Allow for reminders to be turned on based on customer, vs 'all or nothing'.

    Some of my customers do not need reminding, they simply have a big AP process and reminding is unnecessary, however other customers do need reminding, and at different intervals depending on my past transactions with them. Like "Bob" likes to "forget" and needs to be reminded every 7 days, while "Jim" gets a 15 day 'unspoken' grace period before I start nagging him. And no, simply chaining the due date won't work bc if Jim thinks he doesn't owe it for 15 days, then I won't see it for 30. So at the customer level, I'd like any invoice made…

    1 vote
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  12. Invoice Upload

    Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation

    3 votes
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  13. Invoice Upload

    Need an option to mention if Reverse charge is applicable for Sales Invoices while the data is uploaded into ZOHo for creation

    3 votes
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  14. Profit per invoice listed ad a choice of a column when reviewing invoices

    Need column showing profit on invoices. Only thing i need or want now. I love ZOHO but.... i just started xero to see what its like. Please make this column happen and i will delete the other and never look anywhere else again. Also ill start pushing ZOHO everything on all my contacts. Thank you

    0 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. Be able to distinguish between TIME and ITEMS when exporting invoices

    Be able to distinguish between TIME and ITEMS (Cost price and selling price) when exporting invoices so that you can workout your profit and loss account.

    1 vote
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  16. Retainer Invoice show value of taxes

    We need to show the value of the taxes on the retainer invoice.

    3 votes
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  17. Retainer Invoice and Invoice

    Hi, we need the PDF of the final invoice to show the amount that was paid on the retainer invoice and the new balance due. Right now we see it in Zoho books but when we prepare the PDF to send to the client the value already paid does not appear. This is a problem for our client's accounting department.

    1 vote
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  18. Update invoicing to align with Projects

    Currently, I have Projects set up for billing. I set each Task to the revenue account to which it belongs, a sub-account of Sales. Each month when the invoices generate, your automated workflow overrides my setting and classifies all revenue to Sales rather than the sub-account I've selected. I should be able to set the revenue account once in Task and expect sales to show up there. Please address this shortcoming.

    1 vote
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  19. GST TDS

    GST TDS and TCS needs to be implemented in the Zoho when my clients/customers deduct GST TDS. This is extremely important for businesses supplying goods/services to Government entities or through E-Commerce.

    6 votes
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  20. Hope on the zoho books could add a feature in Sales Orders that could tranfer bulk invoice but without mixing everything on 1 invoice.

    We really need that option cause they have differente shipping address and orders so cant be quiet annoying transfered 1 by 1.

    3 votes
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