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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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6968 results found

  1. Ability to associate Zoho Projects to Customer in Zoho Books.

    When Zoho Projects and Zoho Books are integrated, there is no option now to associate the Project with a customer present in Zoho Books. Hence all Invoice/ Expenses created under a particular Zoho Project cannot be associated to a customer in zoho books.

    14 votes
    How important is this to you?
  2. old balance of clients, while switching the software

    Enter old balance of the customer while entering new client or switching from another software.

    1 vote
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  3. JOB WORK FEATURE NOT IN SOFTWARE

    SINCE ITS NOT PURCHASE HOW TO FEED INWARD MATERIAL FOR JOB PROCESS AND GENERATE BILL ONCE JOB IS OVER

    16 votes
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
  4. Show Project Name in invoice header

    Include option in template header to show project name.

    Example.

    To: Bob's Property Management
    Re: Install light posts at 123 Elm St.

    Current template only allows for project name in item description, and sometimes shows up on second page of invoice if there are multiple line items. Client shouldn't have to study invoice to know what they are being billed for.

    2 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  5. Don't require CVV/CVC entry when adding Credit Cards. Most Credit Card processors do not require it but ZOHO does unnecessarily.

    When entering customer Credit Cards, Zoho allows for making many fields "non required", however it forces the CVV/CVC number as required. That should be user definable. Most Credit Card processors including the one we use (Stripe) do not require this field. I see no reason Zoho should require it unless the user wants it required. In our case, it is going to cause us to have to contact over 1000 customers and ask for their CVV/CVC number.

    10 votes
    2 comments  ·  Payments  ·  Admin →
    How important is this to you?
  6. Retainer Invoice should have all the field like in Invoice...

    Retainer Invoice should have all the field like in Invoice... because it is mirror of Invoice for payment. As per my understanding it is like PROFORMA INVOICE and if Not then a separate head for Proforma Invoice should be created for sending it for payment.

    7 votes
    1 comment  ·  Invoices  ·  Admin →
    How important is this to you?
  7. Adding of Small Retail Bills compactable to thermal printer and Barcode Reader

    Adding of Small Retail Bills compactable to thermal printer and Barcode Reader,

    15 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  8. 1 vote
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  9. more than one custom field

    More than one custom "Check Box" and "Dropdown" field for Items.
    Very restrictive when trying to define and manage a large inventory

    3 votes
    0 comments  ·  Items  ·  Admin →
    How important is this to you?
  10. Vendor Code in Customer contact field with mapping with Retainer Invoice, Estimate, Sales Order & Invoice

    Most of customer gives Vendor Code to their suppliers which is Mandatory to be written on all commercial documents related to them.

    I would advise to create a field in Contact with Auto mapping with Retainer Invoice, Estimate, Sales Order, Invoice, Delivery Note, Packing Note and Account Statements.

    4 votes
    0 comments  ·  Customers  ·  Admin →
    How important is this to you?
  11. Allow discounts at individual item level and/or at invoice level

    This applies to all item level documents (Estimates, Sales Orders, Purchase Orders, etc).
    In Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    - I don't give discounts
    - At individual item level
    - At invoice level

    I would like to suggest that a document may have BOTH item level and document level discounts.

    46 votes
    4 comments  ·  Estimates  ·  Admin →
    How important is this to you?
  12. Invoice format suitable for India GST which includes columns for CGST, SGST & IGST.

    Under India GST, each invoice has three likely components-SGST, CGST & IGST. We need option to apply any two applicable and put third one as zero. This is urgently needed.

    6 votes
    0 comments  ·  Invoices  ·  Admin →
    How important is this to you?
  13. Zoho TimeSheet Rollover of Hours for uneven hourly Rates

    Hi,
    I was working with Sudheer S on the Zoho Timesheet uneven hours (task rates of $125hr and $165hr) for a total project cost of $1250 as displayed below. Please let me know what is the Develop Team progress and or timeline for fixing this very bad issue. This really affects my billing because I always overcharge or undercharge the client for time spent as displayed below in the two attached pictures.
    https://i1.wp.com/officeantics.net/wp-content/uploads/2017/07/Screenshot_5.png

    6 votes
    How important is this to you?
  14. Integrate with payment gateway ( http://payonline.ru/en/whoweare/ )

    Our business requires accepting payments from our clients using this payment gateway http://payonline.ru/en/whoweare/

    Please, make integration with them.

    Thank you!

    3 votes
    0 comments  ·  Online Payments  ·  Admin →
    How important is this to you?
  15. Customers account Balance on Sales Order

    It is good for our orders processor to see the balance of the customer on the Sales Order to prevent processing orders of "Blocked" or customers that are over their credit limits.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  16. Customer notes on Sales Orders

    Some customers have different product and ordering preferences, making use of the Customers notes and then seeing the notes on the Sales order screen will allow us process the order correctly.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?
  17. Payment Gateway - checkout.com

    Implement checkout.com (different from 2checkout).

    4 votes
    0 comments  ·  Payments  ·  Admin →
    How important is this to you?
  18. 6 votes
    1 comment  ·  Banking  ·  Admin →
    How important is this to you?
  19. Tasks within Project priced by different methods.

    Allow tasks within a project to be billed by different methods. Example, one task is billed by a fixed price and one task is billed hourly.

    9 votes
    How important is this to you?
  20. I need different invoice ID for different products for sale

    I have 200-300 items from different vendors, whose products are also different. I would like to get Invoice nos. different for sale of items from different vendors. I currently making different invoices for for different products to same customer. Eg. I have products from Havells, Philips, Morphy etc. if same customer wants different products from all 3 brands then I have to bill 3 invoices with each invoice having products from same brand. I would like to get Invoice nos. having a prefix that depicts the items it contains for eg. PT/HAV/001 will have only havells items. Similarly PT/PHL/002 and…

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