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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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1006 results found

  1. comments be updated to include the email address on reminders

    Include the email that payment reminders are sent to in the comments. When you send out an invoice it shows who it was emailed to, add this same variable to the comment created when payment reminders sent out.

    3 votes
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  2. Please add Tax collected at source(as per income tax act) in the tax Invoice in india

    We are collecting TCS from our customer so please add this feature

    2 votes
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  3. send later function on retainer invoices

    Please can you add the send later function to Retainer invoices. If i win a contract, id like to be able to fill out the retainer invoices there and then, and schedule to send 14 days prior to contract starting.

    4 votes
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    1 comment  ·  Invoices  ·  Admin →
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  4. Integration with Bluevine

    They work with a variety of bookkeeping software packages to feed the invoice to them for approval.

    4 votes
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  5. Apply Tax Witheld without Payment

    Hi, will really appreciate if you can add a feature wherein we can manually enter Tax Deducted at Source (TDS) / Tax Witheld amounts without recording a payment received as in some cases Tax Witheld is credited by Customers much before they make payments, hence this would provide exact outstanding amount from a customer.

    1 vote
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  6. Customizable Import Field Identifiers

    When importing invoices, I'd like to be able to choose which field is the unique identifier they should be associated with.

    I have client accounts with the same name but with unique account numbers. The platform I use to process orders/generate detailed invoices requires the legal entity name on the account so we differentiate the sub-accounts/departments by account number. This creates an issue when importing and I'm unable to edit the unique field identifier.

    3 votes
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  7. Invoice no. as per customer

    There should be option to generate auto invoice no. for each customers.

    e.g: Customer ABC, Customer XYX.....then to generate inv for ABC... we should have prefix as ABC-2021(Financial Yr.)-001 (Auto incremental inv. no.).

    to generate inv for XYZ....Invoice # XYZ-2021-001...like this.

    1 vote
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  8. create recurring invoices in advance

    "Create recurring invoices ____ days in advance". I need to generate recurring invoices up to 90 days on certain clients. This is a feature quickbooks offers... would like Zoho to implement as well.

    6 votes
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  9. provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

    provide ease interface for billing (if we press enter key it goes to next colum like other offline softwares )

    3 votes
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  10. compress sales invoice format

    please compress and make it short sales invoice format and page layout, and while entering the items details please search items as 1st to end character not searching proper

    1 vote
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  11. e-invoicing, as launched by Govt of India

    ‘E-invoicing’ or ‘electronic invoicing’ is a system in which B2B invoices are authenticated electronically by GSTN for further use on the common GST portal.

    Under the proposed electronic invoicing system, an identification number will be issued against every invoice by the Invoice Registration Portal (IRP) to be managed by the GST Network(GSTN).

    All invoice information will be transferred from this portal to both the GST portal and e-way bill portal in real-time.

    Therefore, it will eliminate the need for manual data entry while filing ANX-1/GST returns as well as generation of part-A of the e-way bills, as the information is…

    1 vote
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  12. Allow E-Signatures for Invoices

    Please allow CUSTOMER e-signatures on INVOICES. Currently you only allow customers to sign the estimate but not the invoice? Seems a bit counterintuitive if your business doesn't create estimates for your existing customers.

    3 votes
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  13. discount

    Discount to be split over item sales rather than posted to a discount account - similar to landed cost.

    3 votes
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  14. delivery note don't show total in header

    There is an option to not display Invoice Total on Delivery Note header in Standard Template. The option does not work in "Standard Japanese" template - don't know why. Please enable the option to not display Total in Standard Japanese template.

    1 vote
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  15. mass cloning of invoices

    It would be useful to be able to clone the desired invoices en masse by checking them off.

    3 votes
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  16. Indian language support for all text including numbers. Especiall in Marathi

    I want to create invoices, POs, quotes, and all other documents in Indian local/ regional language, especially Marathi.

    1 vote
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  17. 0 votes
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  18. milestone invoicing

    A billing method should be added to be able to bill by milestone/phase of a project. Basically, when a milestone is complete the fee for that milestone comes over to Books as an amount ready for invoicing and then get placed in the invoice when an invoice is created.

    4 votes
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  19. 1 vote
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  20. I would like to see the ability to insert Subtotals in the body of an invoice.

    I would like to see the ability to insert Subtotals in the body of an invoice.

    4 votes
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