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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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1007 results found

  1. in

    When we invoice somebody, after completion of the invoice it should prompt that it should be billed to some vendor too. And if somebody skips the entry it should flash a message "are you sure you dont want this product to be billed to the vendor" The prompt will reduce the chance of missing the entry. and the books could be maintained diligently. This will be helpful for the service industry where many a products are being bought and sold the same day.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  2. Hide or remove invoice number on invoice.

    Allow hiding or removal of invoice number on the invoice so that customers cannot determine how many customers you have had since their last invoice. This would be ideal for small or part-time businesses that do not handle a lot of volume.

    2 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. Archive Invoices

    We need to archive some invoices

    8 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. Mark SO as invoiced

    I'd like to be able to mark an SO manually as invoiced.

    19 votes
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    2 comments  ·  Invoices  ·  Admin →
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  5. Re:- "Attach Reference File" on Invoices need to be able to attach more than one file

    "Attach Reference File" on Invoices need to be able to attach more than one file.

    2 votes
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  6. TAX Summary

    I would prefer to have a Tax Summary on every invoice. if possible

    12 votes
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  7. Combine multiple invoices into 1 Invoice or 1 PDF file.

    I have several customers who want 1 big invoice at the end of the month instead of several small invoices which we create for different days of the month.

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. Viewing Invoices : Needs 'Back to Customer Invoices' button

    When clicking on an invoice to view it you are transferred to the 'invoices' section. It would be nice to have a simple 'back to customer invoices' link or button at the top instead of having to scroll down to the customer's name, and click on transactions again to view their invoices.

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  9. Add automatic late fees on past-due invoices

    Ability to automatically calculate, add and track late fees on overdue balances (with email notifications/reminders).

    711 votes
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    25 comments  ·  Invoices  ·  Admin →
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  10. Improve Email Confirmation for Paid Invoices

    2 improvements for Paid Invoice Email Confirmation...

    1) Send paid invoice email confirmation to the user who sent the invoice to the customer. Right now my sales team doesn't know what has been paid until they login and check every invoice. If they could get a confirmation that someone paid it would make everything faster and more efficient for us.

    2) In the email confirmation, link in the invoice number to take you to the invoice in Zoho Books! Super simple :)

    Thanks!

    2 votes
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    0 comments  ·  Invoices  ·  Admin →
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  11. Allow multiple payment reminders based on Customers (different languages).

    Allow multiple payment reminders based on Customers (different languages).

    6 votes
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    0 comments  ·  Invoices  ·  Admin →
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  12. Individual Client Outstanding Invoice Report

    I would like to send my client this list of invoices in a report format that are outstanding which have not been paid.

    Please make it easy for us to send it to our clients.. .

    Thanks!

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  13. 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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  14. 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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  15. 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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  16. 1 vote
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  17. 1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. 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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  19. 408 votes
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    31 comments  ·  Invoices  ·  Admin →
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  20. 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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