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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.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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63 results found

  1. I need a additional (estimate/job card) template

    Dear Sir,
    I need a customized template under SALES.

    We have two type of estimates,
    1. Product Estimates
    2. Service Job Estimates.

    both estimates having different template & terms and conditions.

    so we are having Estimates by default the same we are using for to send quote for products.

    Now we need another template (clone of regular estimate) under the SALES Menu.

    kindly do the needfull

    Regards,
    K. N. Naveen Kumar
    IT Support
    Pavan Machine Tools
    9448672255

    1 vote
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  2. TEMPLATE CHANGE ON APP

    Allow to change the template of quotations, invoices, etc on iPad app. I can’t do it now.

    4 votes
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  3. Move Address on Customer Statements

    Having the ability to adjust positioning of customer address on statements so it align with window on envelope

    4 votes
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  4. Receipt Template for thailand region

    Many Hospitality industry generate tax when received payment . So tax name and tax detail have to display on Receipt Template. It's necessary for thailand region.

    1 vote
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  5. 1 vote
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  6. Delivery Challan Customize Templet should be there

    Delivery Challan Customize Templet should be there

    1 vote
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  7. Custom logic for Books to select the appropriate Invoice Email Template

    We have mutiple Quote/Invoice Email Templates. We would like to setup some custom logic that says if select the appropriate Email Notification Template this could be super helpful if like us you have various departments and what a nice branded email notification.

    1 vote
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  8. JOURNAL ENTRY TEMPLATE CUSTOMIZATION IS NOT CONSISTENT

    IT LET YOU CUSTOMIZE TABLE COLOR, TABLE FONT AND HEATHER CONTENT, BUT SUBTOTAL AND GRAND TOTALS, TAX ETC REMAIN WITH DETAULF FORMATING, VERY INCONSISTENT.

    1 vote
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  9. Allow %Balance% (Total Customer Balance) in Invoice Emails

    It would be immensely helpful if the %Balance% tag from the Statement email template would work on the Invoice email template. I want to show my clients their total balance due, along WITH their current invoice amount.

    Total Due %Balance%
    Invoice Due %DueDate%
    Invoice No. %InvoiceNumber%
    Invoice Amt. %Total%
    Invoice Date %InvoiceDate%

    3 votes
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  10. Documents Alignment - RTL

    Hi,

    We are trying to use this great app here in israel and i like the general the idea of a prebuilt templates.

    Still, It is crucial to have an option to set the whole document to the RTL direction instead of LTR.

    Is it something that is in the plan for the near-feature?

    3 votes
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  11. it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)

    it would be nice to have the option to put our logo in the reports we generate (e.g. Trial Balance, Balance Sheet, P&L, Cash Flow etc)

    1 vote
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  12. I need printed date and time at the bottom of invoice

    I want to get time and date on invoice printed.

    3 votes
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  13. 1 vote
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  14. make a placeholder for the email recipients first name and last name.

    Larger corporations have multiple contacts where estimates, sales orders, purchase orders, invoices etc need to be sent. It would be great to use the email recipients first name and/or last name as a placeholder within the email template. Using the primary contacts names is not adequate and requires too much babysitting.

    3 votes
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  15. Make Order Number field a valid %placeholder% in templates

    In the invoice we use the order number field to display a readable description of the order. It would be beneficial to allow this field to be used as placeholder in the email template. This placeholder can be used in the email subject to describe the order.

    1 vote
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  16. add ability to bulk associate templates to customers

    need to be able to bulk associate email and transaction templates to a filtered list of customers.

    1 vote
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  17. When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

    When a mail is being sent from Zoho I want to see it in "sent items" at my Gmail account

    10 votes
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  18. Make Default PDF View an Option on Templates

    Being able to select "PDF View" as a default view for Invoices, Sales Orders instead of Standard View.
    Useful to quickly differentiate between templates used.

    3 votes
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  19. 3 votes
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  20. 3 votes
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