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Zoho Books

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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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257 results found

  1. When setting up a customer in Books you should be able to designate and email or emails as the primary one for invoices.

    Currently the primary email for a customer in Books is the default email. This presents a problem when sending invoices. In most cases the primary contact and the invoice person are different. We should be able to designate an email las an invoice email.

    1 vote
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  2. save customer credit card

    When a customer clicks a payment link within an invoice and they make the payment, we cannot reuse that card for future transactions. We have to request card info or send a new payment link. Can you enable it so that the customer makes the first payment and then refers to that card in the future.

    1 vote
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  3. Diane winters

    Dnmdbdbdg

    1 vote
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  4. No Due Certificate

    We should have No due certificate option from Zoho, were we can provide NDC for our customers

    1 vote
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  5. High end dog collar

    Luxury Dog Collars for Your Favorite Canine
    Who doesn’t want to adorn their pet dogs with high-end dog collars to make them look as they should? We believe each of your pets has a personality, and their collars must add to the same. That’s what encouraged us to bring an exotic collection of dog collars for your beloved pets of all breeds. We have gone to great lengths to craft these high-end dog collars to ensure that you have an ocean of choices to pick for your beloved pet.
    At Mayadoro, we are convinced that no matter how extensive our…

    1 vote
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  6. karri and jarrah honey

    Honey is a natural product that has been used for centuries to treat a variety of ailments. Honey is produced using nectar collected by honey bees from blossoms. The nectar is then turned into honey by the bees. Honey contains different minerals and enhancements that are ideal for our flourishing. Harsh honey has been known to appreciate many advantages including the treatment of wounds, hacks, colds, influenza, diabetes, joint irritation, asthma, destructive turn of events, coronary infection, stomach ulcers, indigestion, blocking, consumes, manages, scratches, sun related consume, competitor's foot, ringworm, nail animal, herpes, ch.Honey is an incredible wellspring of sustenance…

    1 vote
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  7. cooling film for windows

    In direct terms, window films contain a powerless, strong sheet of polyester cover that is treated in a party of approaches to making due, directing, organizing, controlling , dealing with the look or execution of existing windows when applied. Constantly, the film is applied to the inside surface of existing windows as a retrofit. To fitly adhere to the glass, one side of the film has a paste that bonds the film to the glass surface and the opposite side has a scratch-safe covering for strength.

    Introducing window film is a titanic viewpoint for making security in your home without…

    1 vote
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  8. Exquisite pet jewelry for dogs

    Luxury Dog Collars for Your Favorite Canine
    Who doesn’t want to adorn their pet dogs with high-end dog collars to make them look as they should? We believe each of your pets has a personality, and their collars must add to the same. That’s what encouraged us to bring an exotic collection of dog collars for your beloved pets of all breeds. We have gone to great lengths to craft these high-end dog collars to ensure that you have an ocean of choices to pick for your beloved pet.
    At Mayadoro, we are convinced that no matter how extensive our…

    1 vote
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  9. Diamond dog collar

    MAYADORO founder, Beate Schuerle, says: “Our Masterpiece High Jewellery Dog Collar is the most expressive and luxurious declaration of love that an owner can give to their beloved dog. MAYADORO exists to celebrate the connection between dogs and their owners using natural diamonds and precious gemstones. I am thrilled to be able to elevate the brand further with this introduction of our debut High Jewellery offering. Our fine jewellery clients are excited to start the bespoke design journey and build a unique collar that pays tribute to the dogs they adore so much.”

    Launched in 2021, MAYADORO was founded to…

    1 vote
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  10. Put the total amount received back onto the customer summary screen

    Hi, the total amount received / billed to a customer used to be displayed on the customer contact summary screen. Since the timeline has been added this has disappeared. Could it be added back in as our staff found it useful to see what a customer had spent with us when talking with them on the phone.

    Thanks,

    Rob

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  11. Merge contacts funtion should be controlled through user privilege

    Facing an issue with a user who has merged multiple contacts and there is no provision to reverse this. This feature to be controlled by user privilege since many users has given access to update contacts. Please consider this and do the necessary changes

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  12. Salesperson set customer level

    Wholesale businesses use a specific salesperson for each customer. Each customer's salesperson is used every order and every re-order that the customer places whether the order is placed with the salesperson themselves, by fax, placed customer service or even if it is placed with a different salesperson.

    Because of this, when creating a new customer record, we need to be able to set the salesperson in that customer record and then each time a new order or invoice for that customer is created the new order will set to the default Salesperson which was setup in the Customer record.

    This…

    0 votes
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  13. specific customer can be seen by the certain salesperson

    Hi
    Please add 1 feature in which some specific customer can be seen by the certain salesperson.

    0 votes
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  14. Create Custom View for Portal/Create Summary Template for custom View

    I would like to recommend a feature that will enable to Create a Custom for Portal(If portal is not accepted) and also to have a export option that will only export the a template for Custom View that is Selected or Created. This will feature will be used for compiling purposes and will help track the customer.

    Hope this feature will be implemented.

    Thank you

    0 votes
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  15. Setup contact

    Currently a contact must be either a Vendor or Supplier. No other choice. There should be "free"contacts that are not tied to particluar currency or sale or purchase. For example, shareholder, employees, counterparties. This will allow much more flexibility when associating transactions.

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  16. Sales & Purchases - Should be Customers & Suppliers

    I am not sure why on ZoHo books - Customers are called Sales and Supplieres are called Puchases??? This root is adding 2 extra clicks 100's of times each and every day we use books. We have to click on sales then on customers and the same thing for the suppliers.

    You should replace Sales with Customers - when clicking on customers tab then the tab will open with Estimates, Sales Orders, Packages Invoices etc.

    Can zoho team make this change asap as it will save zoho users hours of work for every user each year????

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  17. Add alphabet search bar for customer and vendor views

    On the Zoho Desk App, there is an alphabet on the right side of the screen for the customer tab. You can click on a letter and it quickly pulls up all the customers that begin with that letter. It would be great to have the same function in Zoho Books. Then I wont have to always use the search bar to find customers. I can click on the letter, and then scroll down using my mouse. It would be quick and save time. I get tired of using the search bar to find everything in zoho books.

    1 vote
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