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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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263 results found

  1. Account overview screen needs to show link to recurring invoices/subscriptions

    From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice

    1 vote
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  2. multiple customer addresses appear in PDF

    Additional customer addresses don't appear in invoice or quotation previews or PDFs. Regardless of the customer address you choose while editing, only the default address appears. For those customers that have multiple offices, it's important to display the proper "Ship To" address.

    1 vote
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  3. Vinculador el calendario para citas con los contactos

    La idea es que al momento de agendar una cita solo con anotar las primeras letras del paciente, en automático nos de los datos del Paciente, como nombre completo y teléfono

    1 vote
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  4. Accountant Quick Notes/Tasks

    As an Accountant
    A note or task that can be set for staff handling a partcular client or a note to the client.
    for EG
    Staff Note
    Please review the Income statement for accruals not accounted for.

    Client Note
    Please process the credit note to ABC as discussed.

    1 vote
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  5. block customers

    Give an option to block certain customers. For example make sure that sales can't enter an order for a customer that didn't pay his bills. Now you can put a customer on inactive but if you create an inactive customer as a new contact the system allows it (even if you uncheck the box for allowing duplicate contacts) and the order can be entered anyway without sales knowing that the customer is blocked.

    4 votes
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    2 comments  ·  Customers  ·  Admin →
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  6. ajouter icloud pour ajouter des photos plus facilement.

    ajouter icloud pour ajouter des photos plus facilement.
    aussi dans devis ajouter photos via icloud.

    1 vote
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  7. 7 votes
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  8. Transactions by Cutomer at the Mobile App

    I will be very helpful at the mobile app Contacts Module a way to see transactions by category.
    Every time i want to check a customer invoices i have to go to Invoices module and try the customer name, some times i got several customer invoices becuase similar name.

    1 vote
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  9. Add Balance detail in the customer sumary in the Web and Mobile App

    It will be very helpful if there is a detail un the Contacts module like this.

    Balance: $1000
    Current: $500
    1-30 days: $100
    31-60 days:$100
    61-90 days: $100
    90+ days: 200

    1 vote
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  10. 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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  11. Set up the nominal account in the Customers/Vendors settings

    Default Nominal Account in Vendors/Customer

    3 votes
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  12. sub contacts

    PLEASE, PLEASE add sub contacts!!! This is the one thing that really sets you apart from Quickbooks. It is a necessity when your work is in the service industry and you have multiple locations through one company. Even unlimited shipping addresses would help. We work with management companies that can have a hundred locations. This would put your software ahead of Quickbooks!

    1 vote
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  13. marking customer as inactive automatically

    Option for marking customer 'Inactive' automatically if there is no transaction in the account or invoice goes unpaid after custom specified no of days.

    4 votes
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  14. to make it possible to create a customer and to divide it by its branch like a chain supermarkets.

    For example we had a costumer that has 5 supermarkets around the country, and at the end of the year we need to have a statment for all transactions in one place.

    1 vote
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  15. Agregar Nit de la empresa a la factura

    in colombia the NIT number need to be showed in invoice.

    1 vote
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  16. Unique ID for Clients and Vendors

    How about we add a new feature so that we can differentiate between different customers and vendors using there unique ID. We are able to do this somehow using the custom fields but is really not helpful for existing customers.

    So if we add an additional feature that would help us find the customers/vendors using unique ID that would show up in customer portal as well as the contacts to identify that particular user or vendor with different prefixes i.e. a different prefix for a vendor and a different prefix for a customer should add a great value.

    Best Regards,…

    4 votes
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  17. A customer called Marketplace

    We sells our products through multiple online Marketplaces like Amazon, Flipkart etc. These market places send us Orders from individual customers. We INVOICE with the name of the Individual customers. However the Payments come in from the Market place less their charges like Commission, Shipment other. Can you create an entity called Market place, where we can add these Individual customers, the charges from the Marketplace and the Payments so that we can track the payments from these marketplaces.

    7 votes
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  18. Multiple Billable Addresses for a Customer

    Allow multiple billable addresses for a Customer. There are many cases where a company can have multiple branches with different addresses. The invoice would need to go to the branch. You would still want to roll up the revenue by the customer inclusive of all branches

    4 votes
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  19. Print a Contact

    We are a gun club and like to verify members each month. You should have a way to a simply do a quick print of the customer (name, address, phone, etc) that can print during check in of the client, so they can quickly verify all their information is correct, like may dr's offices do. I would really like to see this feature soon. Thanks!!

    1 vote
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  20. when I enable the portal for a contact, the possibility to restrict the view to one or more specific projects and not for all items

    As subcontractor, it would be great to allow one or more contacts to see specific project and not all stuffs in the portal. For example we often have projects which involve 2 differents companies and several departments and it would be important to authorise more contacts to have access to specific projects and not to all items.

    5 votes
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    Not For Now  ·  0 comments  ·  Customers  ·  Admin →
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