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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.

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6971 results found

  1. Discount Options - Allow per item AND globally

    Today I must choose between discount per item or global discount. In many cases I need both (for some product provide special discount and a global discount for the complete invoice).

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

  2. Big Flaw Importing Customers via CSV: only one address field

    Guys, there's a big flaw when importing Customers via CSV. There's only one address field for customer address. Almost everywhere: PayPal, eBay etc etc. there's two lines for the address: i.e.
    Billing address first line
    Billing address second line

    Please add one more map field so that the address could be imported properly as now we have to use "billing attention" as the first line of the address.

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

  3. estimate template

    I would like to be able to create templates for Estimates and Invoices. I am NOT talking about email templates which are sent based on an existing invoice or estimate.
    Use case: create a true Estimate_Template which contains a pre-populated large number of user-defined SKUs. I click "New Estimate from Template", which opens a new Estimate with the pre-populated SKUs, which I can then delete items, edit qty & prices before validating & sending.
    This will cut down on admin for me creating new estimates based on similar (but not identical) system sales and projects.

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

  4. Goods received Note

    hi,
    many a times we have to receive defective material from our customers for and then later either deliver a new product or issue a credit note . A Goods recieved note which can be converted into a credit note or a delivery note will help a lot in this scneario.

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

  5. I want more information from sales orders printed out as sales order history but custom fields are not exported

    I need more information in sales orders - this can be added in custom fields but the custom data is not exported in reports
    There is an excel column custom_fields but it is empty

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

  6. use Province/Postal Code instead of State/Zip Code in the Canadian edition

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

  7. Please add the Sales Order field "due date" to packing slip fields. No way to relay this information to the warehouse other than in a note

    The due date is critical information for the warehouse to know so they can ship on time. Can this be added to the available fields on the packing slip?

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

  8. We have multiple projects from same client. We need project based sales orders and further invoicing should be linked.

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

  9. Allow the same choice of custom fields in all Books Templates

    Books should allow the same selection for custom fields in all documents. I.e. Allow for a salesperson field in the Credit Note just like the Invoice template

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

  10. Ability to manually close sales orders

    It would be excellent if we could have an option to mark a sales order as closed manually, in case it does not fall under the criteria zoho needs it to be to "close". Example if you dont hold inventory on an item, or have a line item that is not in the system - this will prevent if from showing as closed.

    14 votes
    2 comments  ·  Admin →
    How important is this to you?

  11. Account overview screen needs to show link to recurring invoices/subscriptions

    From Contact Overview/Summary screen need to see a) recurring invoices/subscriptions in existence and B) link to list of recurring invoice

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

  12. Snail mail retainer invoice

    To be able to send Retainer Invoice via Snail mail - Our client only accepts paper invoices to their accounting department - so I have to mail each invoice. It is very handy to have snail mail - please make it possible to send a Retainer Invoice via Snail Mail. Thanks

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

  13. Petty cash accounts in foreign currencies

    Please make it so we can handle petty cash accounts in forgiven currency, we are a global company and this is critical for us

    13 votes
    4 comments  ·  Banking  ·  Admin →
    How important is this to you?

  14. zoho app for scanning QR/Bar Code

    For Inward & Outward of items, instead of typing, please add zoho app for scanning QR/Bar Code to quickly add in the Bills & Invoices through mobile camera/picture or web camera instead of using third party bar code scanners.

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

  15. banking integration for Yes Bank Retail

    Yes Bank Retail Net Banking not integrating, only yes Bank corporate netbanking is working, Kindly add a feature

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

  16. STOCK TRANSFERS

    STOCK TRANSFERS 2 OR MORE GODOWNS

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

  17. QTY WISE RATE CHANGE

    MANY TIMES - RATES OF AN ITEM DEPEND ON QTY SOLD OR PURCHASED.
    Like 1 to 1000 leaflets will cost Rs. 5 per pc
    1001 to 5000 leaflets will cost Rs. 4 per pc
    5000 to 10000 leaflets will cost Rs. 3 per pc.

    Add this feature to ZOHO. There should be a tab in settings with allows you to switch on QTY WISE RATE FOR ITEMS

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

  18. How to view data based on fiscal year? By default.

    Need future to switch to fiscal year and ability to view the data for that year. It is confusing to view all the sales orders by default.

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

  19. Add a Report "Estimates per User"

    Reports Estimates per User

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

  20. Add a payment gateway in books app to take credit card payments on pending invoices

    we keep getting duplicate sales when we take credit card payment in store which is attached to an invoice.

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