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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.

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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995 results found

  1. Multiple auto numbering of invoices

    In Argentina invoice numbering depends on tax condition for the customer and there are invoices of different types: "A", "B", "C", etc.

    So it would be great that Zoho can support multiple autonumbering based on a customizable condition.

    14 votes
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    1 comment  ·  Invoices  ·  Admin →
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  2. let a tab or enter key add another line in an sales order or invoice, rather than having to click "add another line"

    Having to use a mouse or trackpad to click "add another line" for every item is not a very efficient way of doing order entry. Using tab or the enter key is much easier.

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. Revenue Recognition on Contracts

    Since the software allows for annual recurring of invoices, it makes sense to have the revenue recognition feature available so that the invoice can be recognized into income of its life.

    9 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. ability to clone retainer invoices and add items from the list to them so it calculates with sales tax as well

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  5. Support gross payable and total payable

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  6. Email packing list to warehouse

    It would be helpful to be able to email a packing list (invoice) to the warehouse. We have two different warehouses, so we would want to choose which warehouse to email. We do not want the packing list sent to the customer, just the warehouse.

    4 votes
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    0 comments  ·  Invoices  ·  Admin →
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  7. adding signature to invoice and estimate

    404 votes
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    31 comments  ·  Invoices  ·  Admin →
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  8. Custom categorize invoice

    I need to "mark" or categorize invoices to have easily access to them, for example: "product shipped", "work in progress" or others.

    6 votes
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    2 comments  ·  Invoices  ·  Admin →
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  9. Allow staff hours be billed as days

    Currently i have to calculate an hourly rate and ensure my staff put in correct billable/nonbillable hours. I would like to charge a client based on a daily rate rather than hourly. We should be allowed configure what a "working day" is e.g. = 7.5hours. And then if staff put in this in their timesheets we invoice a day, if they put in 3.75hours, a half day etc.

    31 votes
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    1 comment  ·  Invoices  ·  Admin →
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  10. include an option for interest and fee charges where payments are late (over 60 days past due)

    Add the facility to add interest on any bill over 60 days past due, and at the appropriate interest rate.

    32 votes
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    3 comments  ·  Invoices  ·  Admin →
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  11. Add Payment details to Statements as well as Invoices

    Currently only the invoices have payment details. It would be useful for statements to also have these details to make it easier for customers to pay.

    15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  12. Email Reminders based on Service or Product

    We have different services so it would be great to send a payment reminder based on the type of service.
    ie: Consulting: payment reminder
    backup service: payment reminder.. data will be deleted
    exchange: email services disconnected

    etc....

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  13. Add reoccurring RETAINER Invoices

    It would be great if you could also create reoccurring RETAINER invoices too, most of my big projects are on monthly retainers that I bill against, especially when integrating with zoho projects this makes it even better, but without the ability to create reoccurring retainer invoices I have to do them all manually

    29 votes
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    6 comments  ·  Invoices  ·  Admin →
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  14. Allow multiple currencies per client

    Why do we need to set up a different client, should our client request to pay different invoices in different currencies?

    1,185 votes
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    Not For Now  ·  88 comments  ·  Invoices  ·  Admin →
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  15. Import invoices without creating new invoices but updating info of existing invoices

    2 votes
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