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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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1009 results found

  1. 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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  2. 15 votes
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    1 comment  ·  Invoices  ·  Admin →
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  3. Adding of Small Retail Bills compactable to thermal printer and Barcode Reader

    Adding of Small Retail Bills compactable to thermal printer and Barcode Reader,

    15 votes
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    0 comments  ·  Invoices  ·  Admin →
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  4. while invoicing a product to a customer, the previous invoice price of the same product should be displayed in a popup.

    I have many customers and I sell the same product to different customers at different prices. The purchase price of the product will also changes often. I would like to have previous selling price display while invoicing a product.

    15 votes
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  5. Mentioning TDS when Invoice is created

    Provide an option to mention TDS recievable when the invoice is being created.

    14 votes
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    2 comments  ·  Invoices  ·  Admin →
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  6. HSN Summary at Invoice level

    If we have got 10 items in a invoice with 3 HSN codes, I would like a column to be displayed below the invoice with HSN Code wise summary of the items in the invoice, which will help us with easy Bulk generation of e-waybills, all existing softwares such as tally and cleartax have this feature running.

    14 votes
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    1 comment  ·  Invoices  ·  Admin →
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  7. Electronic Signature on Delivery Note/Chalan for Mobile Printing & Delivery

    1) Delivery Note should have customer name, date and signature
    2) An option to refer to Customer Sales Order
    3) Once the delivery us made and customer signs for item electronically then delivery person can just print a copy using a mobile printer such as Zebra etc.
    4) The signature will be placed on Zoho Books/ Inventory as delivery with signature

    5) If this is a cash transaction or even credit card payment option for a receipt and also be made and printed

    This is for option is for Zoho Books/Invoice/Inventory

    14 votes
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    0 comments  ·  Invoices  ·  Admin →
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  8. 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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  9. Proforma Invoice is compulsory and should be easily convertible to Invoice

    It is compulsory for Indian Accounts standards for many companies to have a Proforma Invoice generation option in any Accounts Software. But sadly we couldnot see the same in Zohobooks, and we are struggling with Excel now to create a separate Proforma Invoice for our clients. Also note that when you include this new feature in upcoming versions, ensure that it is easily convertible to 'Invoice' as in Estimation. Proforma Invoice option is used by many companies for the purpose of giving an idea to its client about the total invoice amount and payment terms etc, before receiving payments, and…

    14 votes
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  10. Batch Invoice a Group of Customers

    I'd like to be able to group customers and then be able to batch invoice a group. We have several customers that receive identical invoices and it would be nice to be able to group customers and create an invoice and apply it to all applicable groups of customers.

    14 votes
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    1 comment  ·  Invoices  ·  Admin →
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  11. Customer Account Statement

    Item & Description Showing with Customer Account Statement
    Currently Show Only Invoice Number

    13 votes
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  12. Addition of "Past Due" or "Previous Balance" to Invoice

    For clients that have an outstanding balance when generating a new invoice, add a line item for that amount. This would allow clients to see their Total Owed without having to manually add a charge and write off the old balance.

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  13. WE KNOW ZOHO CAN FETCH DATA FROM E-WAY PORTAL THERE SHOUD PRINT OPTION FOR E-WAYBILL. WE NEED EVERY TIME LOGIN TO E-WAY BILL FOR PRINT

    E WAY BILL PRTINTING AVAILABLE IN TALLY.
    WE KNOW ZOHO CAN FETCH EWAY BILL DATA SO IT POSSIBLE OPTION FOR PRINTING EWAY BILL OPTION.

    13 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. calendar

    I would like to suggest a great feature for all type of vendors that work in the event field. This would apply to many types. Among them for instance:
    Musicians
    Photographers
    Caterers
    Event florists
    Event planners
    Funeral homes
    Performers
    My suggestion is for Zoho would be, to integrate a visual calendar (that will sync with google or yahoo calendars etc).
    In Zoho settings there should be an option, in any existing date/calendar field, to "show" or "not show" in the new "Zoho Calendar"

    The purpose of this is, that any vendor that deals with events can see an overview in…

    13 votes
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    1 comment  ·  Invoices  ·  Admin →
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  15. MULTIPLE ITEM SELECTION

    IT WOULD BE GREAT IF WE CAN SELECT MULTIPLE ITEMS FORM THE DROP DOWN MENU WHILE GENERATATING INVOICES AND BILLS

    13 votes
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  16. Add HSN Column in Item List

    Add HSN or Customized Column in Item List in Invoice

    13 votes
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    2 comments  ·  Invoices  ·  Admin →
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  17. Financial Year Based Accounting

    Zoho Books run on Open Period Concept where one can enter transactions in Any year (Either Past Date or Future Date). This is a serious gap in internal controls where any of the executive may end up keying transaction in incorrect financial year and same will have impact on company's financial position.

    13 votes
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    2 comments  ·  Invoices  ·  Admin →
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  18. Provision for Tax collected at source

    There should be a provision for TCS in invoices.

    13 votes
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  19. Add an option to create an estimate (quote) from normal and recurring invoices

    Many customers require a quote so that they can generate a purchase order before they are invoiced. Please add an option to create an estimate (quote) from normal and recurring invoices.

    13 votes
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  20. Fixed Discount per client

    We have to manually enter discount per item in every invoice. Would like to have an option to fix the discount per client so that every time the discount amount or percentage pops up automatically. But this with an option to change the discount in special cases.

    13 votes
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    2 comments  ·  Invoices  ·  Admin →
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