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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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257 results found

  1. Please include Sales without Invoices in Customer Report!

    Please include Sales without Invoices in Customer Report!

    1 vote
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  2. Address in Zoho Books Document (Need Company Main address)

    In many countries in Europe, the address of the customer on the documents have the companies main address, the delivery address and the billing address. Please make it possible to add the additional address the main company address. Thanks.

    1 vote
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  3. Give abillity for attention to field in Zoho Books Customer Address and must be linked to Kontaktperson of company

    On the documents in Zoho Books (Estimate, Sales Order, Invoice, Purchasing, etc). There is currently no way to select a contact person of the selected Company Account as a lookup.

    Please make it possible to add a field that relates to selecting a contact person of the company that the document is addressed to.

    1 vote
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  4. customer statement

    Customer statement: all historic transactions

    When selecting the period for customer statements, there should be a faster default option to select ALL transactions - instead of heaving to go back years in time.

    1 vote
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  5. new line to enter GSTIN of customer ship to address

    Dear Zoho team, can you please add new line to enter GSTIN of customer ship to address. Normally it takes by default Bill to GSTIN for Ship to address. where for same customer when ship to address is different than place of supply that GSTIN of ship to address should reflect in invoice.

    1 vote
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  6. address

    Allow to select a address-to person when selecting the addresses in the documents.

    Reason is that in many companies, the mail/document must be addressed to a person.

    For example:
    Company Name
    Adress-to-Person (select)
    Street streenumber
    Address Stre 2
    City, State, Zip
    Country

    1 vote
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  7. When searching for Invoices- to be able to search by month or year

    There is no way of searching an invoice using month or year

    1 vote
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  8. Create sub-accounts for clients so that there is a main client from which sub-clients flow

    Create sub-accounts for clients so that there is a main client from which sub-clients flow

    1 vote
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  9. Release restriction on Custom Field Type

    I have many custom fields however, I am limited to the number of each custom field. I need to be able to have more then 4 Drop downs for files. It would be nice to increase this number or allow a drop down to attach more than 1 file. I really JUST need that!

    1 vote
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  10. different according to customer for same product

    Add different rates for same product according to customers, wholesale, retail and consumer, also show history of rate according to each cus.

    1 vote
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  11. There should be a field for email address with the billing information

    When we enter information for a new customer, the billing address is often different that the shipping address. Although Zoho has a separate area to enter billing information, there is no place to put a billing email address. Most organizations prefer that invoices be emailed rather than mailed to them, so it would be great if that feature would be added to the billing information section of the customer set-up.

    1 vote
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  12. Filter Companiess from Individuals in Customers

    We sell both B2B and D2C; we need the ability to filter to see either only our wholesale (Company) or Retail (Individual) Customers. The system already tags them so it shouldn't be a hard thing to add.

    1 vote
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  13. Default sales tax assigned by customer

    Please create a new field in the Customer module that allows a user to assign a sales tax code (created in the Sales Tax module) to each customer (according to their location) that will then auto-populate the sales tax rate when an invoice is created for a specific customer. This is important when a user has to abide by destination-based sales tax requirements. Otherwise the sales tax code and rate has to be applied manually each time an invoice is created.

    For those users who don't need to abide by a destination-based sales tax requirement, they can simply leave the…

    1 vote
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  14. 1 vote
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  15. Associating Pricelist with Customer

    We can have custom pricelist for each customer so that while invoicing & we already know the pre set prices for any customer.

    1 vote
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  16. 1 vote
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  17. Party to Party balance transfer voucher

    Dear Team,

    Some times we may need to transfer the balance from one party to another party. that option is not available.

    1 vote
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  18. EORI

    Need the ability to hold EORI against non UK Customers with the number appearing on Pick Lists/Packages and Shipping Documents.

    1 vote
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  19. Give an option for Credit Customer Balance and Debit Vendor Balance

    While creating a new customer, there should be an option to assign credit opening balance there itself. Creating a credit note and assigning opening balance is difficult to explain to audit team.

    Similar should be an option for Vendors. Will save a lot of manual labour.

    1 vote
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  20. Separate Field customisation for Vendor and Customer and Mandating them

    We would like to have separate fields for customers and vendors as both are supposed to be different categories. Also there should be option to mandate the fields as users may miss out some vital information

    1 vote
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