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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. "sales order" online payment

    Allow customers to prepay a sales order via an online "pay now" button linked to an email template, similar to what's available now with an invoice.
    Our customers will not take the time to log on to the portal and so the only way we can automate the payment process is to send them an invoice, even though we may not have yet shipped the order. All our product is custom made-to-order, so there is always a 2-3 week "wait" from the date the order is placed and the date the order is shipped. It's sloppy bookkeeping to have sales…

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

  2. Switzerland QR-Invoicing

    You might know that Switzerland is moving towards ISO 20022. Recently, some local Swiss Banks provided CAMT.053 which is working perfectly fine in ZBooks. Now, as a next step, old Swiss pay slip (Einzahlungsschein) is moving towards QR-Invoice.

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

  3. Recurrent Bills WITHOUT registering payment (You can loose track of really paying them)

    Recurrent Bills is ok, but can I choose to register payment when its really done? So its registered as a Pending Expense, and I can handle payments based on what its expected to pay. IT WOULD BE THE NICEST THING TO DO ZOHO BOOKS MORE USABLE.

    I could set up a profie just to check whats pending! And I never loose trach of what I have to recurrenly pay!

    6 votes
    0 comments  ·  Expenses & Bills  ·  Admin →
    How important is this to you?

  4. add tags option to bank/cc import categorization window

    It takes twice as long as it should to enter in tags to imported transactions from banks and credit cards. As it stands, you have to categorize the expenses/income and then save it and then go back and find it again and then click edit in order to add a tag. It's a serious PIA. It would be such an easy thing to add the tag field to the initial window when categorizing bank and cc transactions. Right now tags is the only feature that stands out with Zoho over other providers, but it's clunky. I really hope you guys…

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

  5. Have option to add multiple sales reps to an invoice with different percentage of sales credit

    We have invoices where I need to add multiple sales people to the invoice with different percentages of the sale credit to each. Right now I have to create a separate spreadsheet to keep track of sales because I can only add one sales rep for invoice.

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

  6. To be able to select Items as Tasks in the project creation.

    We have created a series of items in order to create estimates. But I would like to be able to select these 'items' i the same way when creating a project.

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

  7. When entering an item in an invoice, allow for search of item description

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

  8. Chart of accounts - we NEED capability to number GL accounts. This seems to be so basic requirement for any accounting system

    There is nothing more to describe. Capability to number GL accounts is a basic principle to good chart of accounts. If I have 100+ or more accounts, finding one is becoming a chore and might become a nightmare... I am here on a trial basis now, but it looks like I need to look for something different. Good luck - might come back when account numbering is available. Cheers :)

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

  9. We use schedulit to keep track of the training sessions we provide. An API or method of invoicing after completion would be great.

    We use schedulit to keep track of the face to face training sessions we provide. An API or method of invoicing after completion would be great, or a simple scheduling program from Zoho would also be great.

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

  10. multiple customer addresses appear in PDF

    Additional customer addresses don't appear in invoice or quotation previews or PDFs. Regardless of the customer address you choose while editing, only the default address appears. For those customers that have multiple offices, it's important to display the proper "Ship To" address.

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

  11. Change a categorized expense without having to un-categorize the expense and lose attachment.

    Be able to change the tax rate on categorized expense without having to un-categorize the expense and lose the attachment.

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

  12. Address doesn't stay the same on reoccurring invoices.

    When I create a reoccurring invoice with a shipping address and later go to use it to create an invoice, it changes the address to the first default address. Why doesn't it keep the shipping address I created it with? Why does it change? I need the templet to stay exactly the way I created it... otherwise what is the purpose of having a reoccurring invoice?

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

  13. Integration with Paysafe

    Integration with Paysafe. Their rates are very low. Would love the option to use them as my credit card processing merchant

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

  14. add the ability to invoice a % or fixed amount from the total of a fixed price project

    Large projects are often billed in 3+ invoices at varying percentages or fixed amounts. For example, I need to invoice 25% upfront, 25% halfway, and 50% upon completion.

    7 votes
    1 comment  ·  Projects & Timesheets  ·  Admin →
    How important is this to you?

  15. more than one custom template

    Hello. We are using a custom template for our invoices. Sometimes we have to deal with the case that the contact doesn't pay the bill but the company does. So the header needs to be different. the invoice needs to be different in some aspects too. now i wanted to create another custom template, wich could be choosen if necessary. the customer servcie told me, you only allow one custom template per account. why? we have a corporate design, i cant use other templates. can you please enable at least two custom templates per account. would be awesome! thank you…

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

  16. Fix the workflow disconnect for Estimates to Sales Order and beyond.

    There is no ability to calculate shipping in the Estimate. One has to create a Sales Order, then create a package(s), write down the info, back out of Packages and lose the data, key the total into the Estimate. When customer accepts you need to go back into the SO and recreate the packages, then move the confirmed SO out and on to fulfillment. Too many steps, redundancy built in. Should have Package ability in the estimate, and an accepted Estimate should also be convertible to a Sales Order (not just directly to an Invoice). Thank you.

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

  17. Vinculador el calendario para citas con los contactos

    La idea es que al momento de agendar una cita solo con anotar las primeras letras del paciente, en automático nos de los datos del Paciente, como nombre completo y teléfono

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

  18. Partly payment by client portal

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

  19. software renewal pop ups in crm

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

  20. pour quoi les Devis ne s'imprime pas en format légal? pour notre entreprise ce serais important! merci de résoudre ce problème!!

    Pourquoi les estimates ne s'imprime pas en format légal 8 1/2 x 11 ça serais important pour notre entreprise , merci de régler ce problème!!

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