Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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1020 results found
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E-invoicing Compliance for France and Other European Countries
I suggest that Zoho Books expands its e-invoicing compliance to other countries, starting with France, similar to what has already been done for Germany with the Xrechnung standard. With electronic invoicing becoming mandatory in France from September 1, 2026, ensuring compliance is essential for businesses to meet upcoming regulations.
After Germany and France, it would be logical to support e-invoicing in other European countries to help companies across the EU stay compliant.
If you agree, please add your support by clicking +1 so that Zoho prioritizes this feature!
Thank you!
89 votes -
Edit "Thank You" note before sending
Hello! I was hoping that there is an option to edit the thank you note before sending, similar to how invoice emails can be previewed. There are some clients that need that extra customization.
1 vote -
Make an option where the QR code can be placed anywhere on the invoice. Often times, the QR code is pushed to the second page.
Make an option where the QR code can be placed anywhere on the invoice. Often times, the QR code is pushed to the second page and customers don't see it. For example, if I want my QR code to be a link to my google reviews, I would like that to stand out to the customer, not be hidden in the back. Thanks!!!
3 votes -
Hyatt Hotel In Chicago
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1 vote -
import inventory sales invoices
When I import bulk sales invoices with inventory,
The invoices do not reflect the sold inventory and neither do they show up under the inventory reports.I have to go back and edit each invoice to select the intended inventory item.
The problem is usually with an import like that,
You have a bulk of invoices eg 1000 and editing each is very, very time wasting.Hopefully Zohobooks team can come up with a way to attach inventory directly during the invoices import.
Or is the problem the zoho plan am on?
(currently using the Zoho Professional pricing plan)3 votes -
The ability to 'schedule send' Retainer Invoice emails
I want to be able to schedule send retainer invoices that are created afterhours to send to the client at the start of the next business day.
Currently you can do this with a standard Tax Invoice however the same drop down arrow function on the 'send email' icon is not available when sending Retainer Invoices. Can this be fixed please? Thanks3 votes -
Attached files to Recurring Invoices
Most of our customers require use to attach our Certificate of Insurance and a copy of the purchase order with our invoice for billing purposes and they want this done every time.
When we setup Recring Invoices there is no way to attach a document so it forces us to send an email after the fact every month with our billing to include these documents making it less efficient and making recurring invoices almost pointless.
Having the ability to attach documents to the recurring invoice just like a regular invoice would solve this problem for us.
6 votes -
Modify invoicing format
I was looking to edit the invoice numbering system and found that there is not option to change.
The default numbering system zoho has is editable prefix and auto numbering suffix (Eg INV - 001).
It would be really helpful if they could provide a auto numbering prefix and editable suffix. (EG 001 -INV).
This is crucial because many use differnt format for invoicing and zoho has a fixed format. Also, we can't change the invoice format in between the financial year, we can change format only during start of the new FY. Change in format would be really helpfull.
1 vote -
Enable the option of editing the Expected Payment Date template in Invoices just like you can edit the Due Date reminder.
The feature would be just like the reminder for Due Date of an Invoice. Thanks!
1 vote -
Show Previous rate
Show Previous rate of an item to the same customer given in previous invoice ( so we dont have see the previous every time). And also automatically pickup tha previous rate in the new invoice.
3 votes -
we can add one more feature as Performa Invoice inbetween Quote and Invoice
adding one more tab in between Quote and Invoice, which is missing.
if added will be more useful.3 votes -
Customer Payment Terms - Due Net 10th or Net 15th
Instead of having terms of xx days from the date of the invoice, we invoice our customers so all payments for a month are due on a certain day. IE. Term of Net 15th means that anything that is billed to an account this month - Payment will be due Next month on the 15th.
5 votes -
Please include invoice status as "Closed with CN" instead of showing "Paid"
When Invoices are closed with CN, invoice status shows as 'Paid' which creates confusion like payment is received by bank or closed with CN? We have to open each invoice to check the payment mode. 'Paid invoices by bank' and 'Paid invoices with CN' can not be filtered through "Status" as there is only one status "Paid" for both.
3 votes -
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered
Have the option to print the Delivery note before creating an invoice, as for us it does not make sense to invoice before you have delivered. also creating the invoice before the delivery note create multiple errors that then need to be reversed
1 vote -
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Manually associate invoices to sales orders!
The existing function to associate invoices to sales orders is just crap. I have to make sure that sales order number of the sales order is equal to the order number of the invoice (which is then the order number of the customer's purchase order number). That doesn't make sense. After numerous attempts it still doesn't work and the function just refuses to associate the invoice with the sales order. This then leads to the case that the sales order is still open (but in reality all invoices are sent).
Why isn't there just a function to manually associate an…1 vote -
When an invoice is paid in Zoho Books the associated Zoho Project will be closed.
When an Invoice, associated with a Project, is paid in Zoho Books update the Project's State/Status as paid.
We have Deals with multiple associated Projects, each which is invoiced separately, so we would not necessarily want to have a paid invoice change the status of the Deal.0 votes -
Integration of deferred income report
My company business service is by annual subscription, paid in advance. It is really helpful if Zoho can create a deferred income report, calculate by days and months. Same to the depreciation/amortisation report. Apparently we have to work with spreadsheet to maintain this deferred income schedule.
1 vote -
Project wise invoice details
Hi,
Under the customer portal, we can see the projects and all the invoice details. However, we are unable to retrieve invoices on a project-wise basis. Additionally, the dashboard only displays overall credits and balance payable. Since we are managing multiple stakeholders for a particular account, we would like to enable them to view timelog and invoice details by project.
It would be great if you could create a report accordingly.
1 vote -
Create eway bill for bill of supply other state
For other state bill of supply, we have to go to eway bill portal to create eway bill. We should have an option to generate one within the app.
3 votes
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