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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. CUSTOMER > Overview > sales > TOTAL ????

    CUSTOMER > Overview > sales > TOTAL ????

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  2. Test features mode

    I created 2 fake contacts to test features before sending to actual clients. Now I can't delete them because of the "transactions"

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  3. Bulk email

    Please create a bulk greetings mail option. which help us to send an email to multi clients at once to convey a certain message. Like Festival Greetings, Offers, Discounts and many more things.

    4 votes
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  4. Group Contacts

    It would be nice to group contacts in categories by type of vendor, customer, project, etc.

    4 votes
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    1 comment  ·  Customers  ·  Admin →
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  5. Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .

    kindly we inform that ,if we have one Company as Customer & Vendor Booth and We cant View SOA , in Statement of Account (All In One SOA ) .

    If we working with a company as both Vendor and customer type , it could be useful if we can see statement of vendor and customer in one statement if there are linked

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  6. Allow Clients to view Sales Orders in their Client Portal

    Currently when a customer logs in through their client portal, they can see Estimates and Invoices. In my business, many clients keep asking about their orders and when they will complete, in my sales orders, we always update the "Expected Shipment Date" as the estimated completion date, but they cannot see their sales orders. Why not allow them to see their open sales orders as well as the other stuff?

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  7. Custom Field Types - Include Image, File Attachment, Text Area

    Sure this would have many uses, though for me one of the biggest would be to enable these additional options within the client portal.

    They could be used for client specific terms and conditions, contracts, designs, allowing much more to be obtained by the client in the portal.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  8. Separating Customer ID from Vendor ID

    When Adding custom field in contacts for customer ID or Vendor ID .

    and when i request it to be auto-generated . there is no way to separate Customer ID from Vendor ID and i have to but the both fields for the customer and the same for the vendor .

    Customer ID has different serial No. from Vendor ID .

    What is needed is to separate Customers from Vendors in Preferences to get this issue solved .

    4 votes
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  9. Combined single statement for entities who are both Vendor & Customer

    Need single statement covering all the transactions for entities who are both customer & vendor

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  10. Average Payment days of a customer

    The way we are getting our Average credit days of Customers, if we can see Average Payment days of an individual customer it will be very helpful. In this also if we can get option of average payment days for a particular period it will be very good. Suppose we select year 2020-21 and we get the Average payment days for this year.

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  11. Mandatory option for Mobile / Phone number

    This will let the user to key in the customer's Mobile / Phone number.

    4 votes
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  12. Option to hide invoice from customer portal

    There should be a selection button on each invoice, that you can check the box if you want the invoice to be shown in customer portal. If not checked, it means the invoice will stay hidden until you select to check it.

    3 votes
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    Not For Now  ·  0 comments  ·  Customers  ·  Admin →
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  13. Segmentation of accounts to user specific sales people to manage those accounts in say a different country or 3rd party distributor

    So I have a distributor in the United States which I would like to have a zoho books login. I want to segment my overall account details such as turnover and only have this information available thats specific to him/her.

    So when he or she logs in they can see the following:

    Which customers are allocated to them
    How many sales that customer has against their name
    How many pending, sent and outstanding invoices their are.
    Their overall turnover etc etc

    In roles and specific roles this cannot be done as I keep seeing when I log into a test…

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  14. Add the ability to make a custom field required for contacts.

    In Guatemala a NIT number is necessary to be able to claim a deduction. I would like to be able to make a custom field mandatory, and make it show up everywhere the contacts information is presented.

    3 votes
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  15. Set up the nominal account in the Customers/Vendors settings

    Default Nominal Account in Vendors/Customer

    3 votes
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  16. I don't want my sales staff to see customer outstandings although they should be able to prepare invoices for these contacts/clients.

    I would want to be able to customize some sales staff access so that they won't be able to see contact/client out-standings, but they should be able to create invoices for these clients.

    3 votes
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    0 comments  ·  Customers  ·  Admin →
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  17. Page Numbers for Customer's statement of Account

    Please add page numbers to Customer's Statement of Accounts so that it would be more intuitive. Also please add {page no} and {total pages} tag in the templates customisation section. So that the page numbers can be customised.

    3 votes
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  18. Integration of Mobile numbers

    Wanted it to work well with Mobile Text like it is integrated to Email. It will make it more beautiful & handy for SME's.

    3 votes
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  19. Categorize customers by color tag in contacts section

    In order to assign customers to different salesman for calculating commission purposes after invoice has been paid.

    3 votes
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  20. PDF from email template

    Ability to download an email template as PDF. It would be great to have the option to send the template as an email or download as it as PDF from the CRM and Books, that way it is very ease to create contracts with customized information by clients and be able to download it and send it through Sign.

    3 votes
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