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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.

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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6407 results found

  1. in books, when an estimate is converted to an invoice it shows "invoiced" as a status. This should show converted to invoice not "invoiced"

    1 vote
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  2. CUSTOM FIELDS for BILLS 

    1.   I know I can have custom fields for EXPENSES but is it possible allow this for BILLS? Basically theyre both costs, so its irrelevant if it’s a BILL or EXPENSE.

    2.   Also, can you make those fields mandatory?

      Thanks a lot

    2 votes
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    0 comments  ·  Expenses & Bills  ·  Admin →
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  3. Remember the parameters settings for the last search

    I wish that when I went back to a search page, such as Timesheet, it would remember my last search. In my case, I have to repeatedly be telling it Unbilled and This Month.

    3 votes
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  4. Add IntegraPay as online payment gateway

    Add IntegraPay as online payment gateway

    28 votes
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    5 comments  ·  Online Payments  ·  Admin →
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  5. HubSpot Integration

    Integration with HubSpot and HubSpot CRM to track Revenue and Profit Value per Contact / Customer

    1 vote
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  6. Custom Invoices -Please allow us to customize the invoice more. more compact

    8 votes
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    3 comments  ·  Invoices  ·  Admin →
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  7. Reports for Estimates

    Would like to have a report of total Drafted estimates for a client

    2 votes
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  8. % of claimable stuff for taxes

    I would like to be able to quickly know how much money I can claim to the governement for exemple food is 50% of the taxes I spent, so I would like to be able to quickly know the amount I could claim in this category of expenses. Electricity is 30% etc.....

    1 vote
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  9. Credit card field on the invoice

    There needs to be a credit card field that gets inserted into an invoice that clients can fill out where we have Name on card, address of card, card #, expiration date, cvs code which also pulls the invoice number and balance due in to the same area. If you do internet or phone sales you have to have a copy of the creidt card info with the clients signature to protect your self from fraudulent charge backs. This items always have to be one the same page. So when the page is broken up into two printed pages the…

    1 vote
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    0 comments  ·  Payments  ·  Admin →
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  10. Show reorder point on Contacts: Vendors - Reorder Items.

    It is good to know what we need to order and from whom, but we still need to know how many! Otherwise, we must look up every item individually to check the ROP. It would also be good to have the ROP on the inventory summary report.

    3 votes
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    0 comments  ·  Inventory  ·  Admin →
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  11. When there exist a recurring invoice that goes out to more than one email, those email addresses should be attached to a manual invoice

    When creating a manual invoice, the email addresses that populate should be the same email addresses that populate for a recurring invoice for the same company. Right just one email will populate for a manual invoice.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  12. Contact Type

    in the Contacts you have to add another contact type which is both ( customer and vendor in same time ) it is already available in mobile apps but not in web app

    4 votes
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    0 comments  ·  Customers  ·  Admin →
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  13. Allow customers to pay by Bank Account (ACH through Forte) from invoice

    When sending invoice to customers the only option they have to pay is by credit card. The customers should have the option to pay by bank account.

    10 votes
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    0 comments  ·  Invoices  ·  Admin →
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  14. order and inventory

    order from customers linked to the inventory management would be useful.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  15. More Control Panel customization

    Allow for items on the Control Panel to be reordered or even hidden.

    2 votes
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  16. adding shipping labels - Create a label linked to UPS Etc..

    adding shipping labels -see printavo.com great for silk screening business and for those who have to ship products

    Auto input a shipping label to the client

    6 votes
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    0 comments  ·  Third Party Integrations  ·  Admin →
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  17. Adjust the cost of an item at invoice time

    It would be nice if you could adjust the cost of an item at the time of invoicing. For instance, if you are using an item as you shipping / postage item (in stead of the shipping field). A customer pays a certain amount for the cost of the shipping. During invoicing the actual cost of the shipping charge has changed from the preset cost for the item. You need to be able to change this cost to reflect the true cost and therefor reflect the actual saving/loss on that item.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  18. Enable / Disable Bill by Bill adjustment of payment receipt

    Currently if we receive a payment from a Customer who has may pending invoices, we have to split up the amount as per each and every invoice and enter it which is quite uncomfortable. Instead, it will be good if we can enter a bulk amount and the software automatically assigns the amount to the oldest bill and remaining to the next older bill.

    1 vote
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    0 comments  ·  Invoices  ·  Admin →
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  19. Profitability on each transaction

    While preparing an estimate or an invoice, we'd like to know the potential amount were making on every individual transaction. Since a lot of our enquiries are wholesale.

    4 votes
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    0 comments  ·  Reports  ·  Admin →
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  20. T4 summary form

    Possibility to generate a T4 Summary from Zoho Books for a Canadian company

    1 vote
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