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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.

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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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6956 results found

  1. Import to Zoho Books option in Zoho invoice weblink/email

    In the invoices weblink included in the mail sent to customer, add an option to import in to Zoho Books as bills. So if the customer is also using Zoho books, they can easily import that invoice as Bills in to their Zoho book. With increasing user base for Zoho books, this becomes a basis necessity.

    3 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  2. Integration of more banks in the banking of ZOHO

    Please integrate HDFC as it is the largest bank in the India

    1 vote
    0 comments  ·  Banking  ·  Admin →
    How important is this to you?

  3. There should be core integration of whatsapp in ZOHO. In the most of the businesses right now we use Whastapp than email and sms

    At the time of generating Invoice or Sale order i would like to send a copy of PDF or Text on the whatsapp of concerned person as this is more feasible in the todays time that sending an email.

    1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  4. Option to take digital signature on Delivery Challan using mobile phone using Zoho books Android App.

    It will save alot of paper. Thanks to Zoho Book we now send most of the invoices thorugh email, its quick and easy and Eco Friendly. However, some clients place multple order and require challan along with the invoice, for which we need to handle it manually using conventional methods (hand made delivey challan). If we can take their signature direclty on the delivery challan in mobile, it will make the work very eco friendly and again time saving.

    7 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  5. Please integrate HDFC Bank in Zoho Books

    48 votes
    7 comments  ·  Third Party Integrations  ·  Admin →
    How important is this to you?

  6. 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
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

  7. IMPORT DOC INTO VENDOR SUCH AS AGREEMENTS

    Import docs into the vendor.

    ie: vendor agreements

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  8. I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati

    I would like to run a sales report that includes the customers billing address - I do not see that as an option under the report customizati

    4 votes
    0 comments  ·  Reports  ·  Admin →
    How important is this to you?

  9. Create Purchase Order from Invoice

    Hi, is the Zoho team ever going to implement this? The bigger and bigger my business grows, the more and more PO's I have to do. This is like the 5th time I am asking.

    We DON NOT use Sales Orders nor do any of my clients. I love Zoho Books but this is absolutely killing us! I have to seriously start looking at alternatives because of the lack of this ability. It's a shame as we love everything else about it.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  10. Refunds and Reimbursements being able to be printed via cheque and not just vendor payments

    1 vote
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  11. Can we get a tax breakup in Statement form, so that we will get to know what is the tax amount are they paying for each invoices

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?

  12. bank details on invoices

    plz mention bank details on invoices

    1 vote
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?

  13. Seperate Price List for Customers

    Add option to Make Seperate Price List for Customer

    1 vote
    1 comment  ·  Items  ·  Admin →
    How important is this to you?

  14. Showing Partial Payment Amount on invoice template

    is it possible for us to show partial payment detail on invoice template? we need it to show down payment 1, 2, 3, etc from our customer in invoice template. Thanks.

    4 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?

  15. Please add line items to retainer invoices.

    I use retainer invoices all of the time and most of them use the same phrases.

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  16. Add "Set As Default" button for Contact "Billing" and "Shipping" Addresses

    There is a "Copy Billing Address" function.
    There is a "Mark As Primary" for Contact Person, function.
    Just as simple, there should be a "Set As Default Billing Address" and "Set as Default Shipping Address" function when there are several addresses loaded into the contact.

    5 votes
    0 comments  ·  Admin →
    How important is this to you?

  17. we are using Zoho Finance for our company in Mexico as you may know Mexico has a special process to process Invoice question do you have int

    we are using Zoho Finance for our company in Mexico as you may know Mexico has a special process to process Invoice question do you have integration with Mexican goverment Invoicing system

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  18. Ageing report should be month wise

    Ageing report should be month wise. But in Zoho it is date wise. For e.g. if I take 30 days on 8th July, then I expect current to show 1st July to 8th July and 30 days to show 1st June to 30th June..... But Zoho gives current as 8th June to 8th July and so on.... Zoho should check many other systems such as Tally, Quick books, Sage, Acc pac, TAS, etc... ageing report is month wise... always....

    1 vote
    1 comment  ·  Reports  ·  Admin →
    How important is this to you?

  19. Enable in the setup if a custom field should be available for templates, but can select it on demand in the design of them

    We know that currently custom fields can appear in the PDF, however a custom field tant is required to appear in a template does not necessarily need to appear in another one, that is to say, the suggerency is that in the setup of field can be enable if the field must be available to be used in templates, but until the setup of the templates the users must be able to select when the field is required or not.

    9 votes
    0 comments  ·  Admin →
    How important is this to you?

  20. Allow Sticky Submenus

    I would like to be able to keep certain sidebar menus open permanently, such as Sales and Purchases, so that I don't always have to click into those areas before I can get to the submenu.

    11 votes
    1 comment  ·  Admin →
    How important is this to you?
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